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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
AWM
101
AE Wealth Management
Kansas
$23M +$17.1M +314,411 +244%
Neuberger Berman Group
102
Neuberger Berman Group
New York
$22.9M -$3.04M -55,905 -11%
RJFSA
103
Raymond James Financial Services Advisors
Florida
$22.6M -$632K -11,630 -3%
AA
104
ALPS Advisors
Colorado
$22.6M -$1.16M -21,379 -5%
GHA
105
GW Henssler & Associates
Georgia
$22.4M +$1.17M +21,494 +5%
YCM
106
Yaupon Capital Management
New York
$22.1M -$10.8M -198,058 -32%
Toronto Dominion Bank
107
Toronto Dominion Bank
Ontario, Canada
$21.8M +$1.99M +36,637 +10%
A
108
AustralianSuper
Australia
$21.4M +$22.5M +413,612 New
Two Sigma Advisers
109
Two Sigma Advisers
New York
$21.4M +$10.5M +193,600 +88%
MSV
110
MN Services Vermogensbeheer
Netherlands
$20.6M -$348K -6,400 -2%
Osaic Holdings
111
Osaic Holdings
Arizona
$20.1M -$3.71M -68,248 -15%
Canada Life
112
Canada Life
Manitoba, Canada
$19.6M -$648K -11,914 -3%
Asset Management One
113
Asset Management One
Japan
$19.6M -$3.56M -65,489 -15%
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
$19.2M -$7.12M -131,047 -26%
CIMLRA
115
CBRE Investment Management Listed Real Assets
Pennsylvania
$19.1M
Treasurer of the State of North Carolina
116
Treasurer of the State of North Carolina
North Carolina
$18.9M +$72.8K +1,340 +0.4%
EIP
117
Easterly Investment Partners
Massachusetts
$18.7M -$6.76M -124,307 -26%
CAI
118
Capital Advisors Inc
Oklahoma
$18.4M -$476K -8,754 -2%
VOYA Investment Management
119
VOYA Investment Management
Georgia
$17.9M -$206K -3,798 -1%
KeyBank National Association
120
KeyBank National Association
Ohio
$17.8M -$5.8M -106,615 -24%
HAI
121
Hennessy Advisors Inc
California
$16.9M -$1.05M -19,300 -6%
DC
122
Davenport & Co
Virginia
$16.3M -$780K -14,353 -4%
GT
123
Glenmede Trust
Pennsylvania
$16.3M
MIS
124
Morningstar Investment Services
Illinois
$16.1M -$9.7M -178,372 -36%
Brown Advisory
125
Brown Advisory
Maryland
$16M -$2.75M -50,511 -14%

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.