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Dominion Energy

1,282 hedge funds and large institutions have $31.1B invested in Dominion Energy in 2023 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 481 increasing their positions, 527 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $331M | Put options by funds: $178M

0.96% more ownership

Funds ownership: 70.73%71.68% (+0.96%)

9% less repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 527

3% less funds holding

Funds holding: 1,3241,282 (-42)

6% less capital invested

Capital invested by funds: $33.1B → $31.1B (-$2.02B)

26% less first-time investments, than exits

New positions opened: 89 | Existing positions closed: 121

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
1,282
Holders Change
-42
Holders Change %
-3.17%
% of All Funds
20.13%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
89
Increased
481
Reduced
527
Closed
121
Calls
$331M
Puts
$178M
Net Calls
+$152M
Net Calls Change
-$17.8M
Name Holding Trade Value Shares
Change
Change in
Stake
OLVIG
1176
Oliver Lagore Vanvalin Investment Group
Michigan
$22.7K
RWPA
1177
Richard W. Paul & Associates
Michigan
$22.6K +$2.5K +46 +12%
LS
1178
Livforsakringsbolaget Skandia
Sweden
$22.3K
SWA
1179
Sutton Wealth Advisors
Florida
$20.3K -$2.28K -42 -10%
C
1180
Covestor
United Kingdom
$20K -$217 -4 -1%
WWM
1181
Wolff Wiese Magana
California
$19.1K +$1.63K +30 +9%
VWM
1182
Venturi Wealth Management
Texas
$19K -$1.36K -25 -6%
WP
1183
WealthPLAN Partners
Nebraska
$18.6K -$53.1K -977 -73%
DF
1184
DecisionPoint Financial
Arizona
$18.4K
WAM
1185
Worth Asset Management
Texas
$18.3K +$5.6K +103 +41%
SIA
1186
Sit Investment Associates
Minnesota
$18K
PA
1187
PSI Advisors
Florida
$17.9K +$707 +13 +4%
CFS
1188
CGC Financial Services
Oregon
$17.6K +$18.4K +339 New
BIA
1189
Bell Investment Advisors
California
$17.1K -$5.82K -107 -24%
WFA
1190
West Financial Advisors
Iowa
$16.9K +$17.7K +326 New
LFG
1191
Larson Financial Group
Missouri
$16.7K -$9.89K -182 -36%
GCM
1192
Gables Capital Management
Florida
$16.6K
AAP
1193
Arax Advisory Partners
Colorado
$15.6K -$10.4K -191 -39%
HWM
1194
Horizons Wealth Management
North Carolina
$15.5K +$16.3K +300 New
AWM
1195
Abound Wealth Management
Tennessee
$15.1K +$4.4K +81 +39%
TFP
1196
Tilia Fiduciary Partners
North Carolina
$15K -$2.17K -40 -12%
SIS
1197
Strategic Investment Solutions
Illinois
$14.9K -$47.1K -866 -74%
MWA
1198
Miller Wealth Advisors
Colorado
$14.5K -$33.8K -621 -69%
MCI
1199
MRP Capital Investments
Georgia
$14.4K +$163 +3 +1%
FWA
1200
FSC Wealth Advisors
New York
$14.2K

D Hedge Fund Activity: Q2 2023 in Review

1,282 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q2 2023, worth a combined $31.1B — down 6.1% from $33.1B a quarter earlier.

Sellers outnumbered buyers: 121 funds closed out of D and 89 opened new positions — a net loss of 32 holders — while 527 trimmed existing stakes and 481 added.

The largest buyer was JP Morgan Chase, adding an estimated $188M. The largest seller was Capital World Investors, exiting entirely with an estimated $119M sold.

  • 1,282 institutional investors held Dominion Energy (D) as of Q2 2023, down from 1,324 in Q1 2023.
  • Funds reported $31.1B of Dominion Energy stock for Q2 2023, down 6.1% quarter-over-quarter.
  • 89 funds opened new Dominion Energy positions in Q2 2023 and 121 closed out, a net change of -32 holders.
  • The largest Dominion Energy buyer in Q2 2023 was JP Morgan Chase, an estimated $188M added.
  • The largest Dominion Energy seller in Q2 2023 was Capital World Investors, an estimated $119M sold.

Based on aggregated 13F filings for Q2 2023.