We are live on ! Find out more
D icon

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
TWM
1201
Tradition Wealth Management
Minnesota
$14K -$870 -16 -5%
HCM
1202
Highlander Capital Management
New Jersey
$14K
BG
1203
Bollard Group
Massachusetts
$14K +$4.08K +75 +38%
JWA
1204
JFS Wealth Advisors
Pennsylvania
$13.9K -$90.5K -1,664 -86%
AI
1205
AXS Investments
New York
$13.3K -$11.4K -210 -45%
BAAM
1206
Baker Avenue Asset Management
California
$13.3K +$2.34K +43 +20%
BAM
1207
Bellevue Asset Management
Washington
$13.2K +$54 +1 +0.4%
TIM
1208
Thompson Investment Management
Wisconsin
$12.9K +$1.85K +34 +16%
LB
1209
Legacy Bridge
Iowa
$12.7K
BWP
1210
Baldwin Wealth Partners
Massachusetts
$12K
SF
1211
Safeguard Financial
Wisconsin
$12K +$13.1K +241 New
ME
1212
McIlrath & Eck
Washington
$11.9K
KFS
1213
Kelly Financial Services
Massachusetts
$11.6K +$109 +2 +0.9%
WIM
1214
Westside Investment Management
California
$11K
CCC
1215
Chelsea Counsel Company
California
$11K
WAS
1216
Winch Advisory Services
Wisconsin
$11K +$109 +2 +1%
GKIM
1217
GW&K Investment Management
Massachusetts
$11K +$11.5K +211 New
CWA
1218
Clearview Wealth Advisors
Oregon
$10.9K -$3.64K -67 -24%
FNBOSM
1219
First National Bank of South Miami
Florida
$10.7K -$30K -551 -73%
PCM
1220
Perritt Capital Management
Illinois
$10.5K
JFA
1221
JNBA Financial Advisors
Minnesota
$10.4K -$2.45K -45 -18%
FDCDDQ
1222
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.4K
RFG
1223
RFP Financial Group
Georgia
$10.4K +$10.9K +200 New
WPA
1224
West Paces Advisors
Georgia
$10.2K -$10.9K -200 -50%
FPB
1225
First PREMIER Bank
South Dakota
$10K

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.