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
HFS
1226
HBC Financial Services
Washington
$10K
RDIA
1227
RE Dickinson Investment Advisors
Iowa
$10K
SFG
1228
Steward Financial Group
Texas
$10K +$10.6K +195 +19,500%
ANBT
1229
American National Bank & Trust
Texas
$9.84K
SC
1230
Solstein Capital
California
$9.58K
AIC
1231
Archer Investment Corporation
Indiana
$8.13K +$2.56K +47 +43%
AA
1232
AlphaMark Advisors
Kentucky
$8K
NRG
1233
Nemes Rush Group
Michigan
$7.98K +$8.37K +154 New
TC
1234
Trust Company
Kansas
$7.77K -$25K -460 -75%
BCA
1235
Bray Capital Advisors
Florida
$7.38K -$65.1K -1,198 -89%
AW
1236
Avion Wealth
Texas
$7K +$1.52K +28 +24%
YAL
1237
Your Advocates Ltd
Texas
$6.94K
NOI
1238
Newton One Investments
Delaware
$6.92K +$109 +2 +2%
IFS
1239
Intelligent Financial Strategies
Minnesota
$6.58K
MLA
1240
MB, Levis & Associates
Pennsylvania
$6.54K +$54 +1 +0.8%
Loomis, Sayles & Company
1241
Loomis, Sayles & Company
Massachusetts
$6K +$4.13K +76 +224%
LFA
1242
Legend Financial Advisors
Pennsylvania
$5.75K +$2.01K +37 +50%
KA
1243
Kozak & Associates
Colorado
$5.26K -$31.7K -583 -85%
MCA
1244
Maryland Capital Advisors
Maryland
$5.18K
SJIM
1245
St. Johns Investment Management
Florida
$5.18K
MWM
1246
Mascoma Wealth Management
New Hampshire
$4.93K -$1.36K -25 -20%
Kayne Anderson Rudnick Investment Management
1247
Kayne Anderson Rudnick Investment Management
California
$4.35K -$3.97K -73 -46%
NCM
1248
Northwest Capital Management
Oregon
$4.3K +$4.51K +83 New
GIA
1249
GHP Investment Advisors
Colorado
$4.17K +$4.57K +84 New
PP
1250
Pacifica Partners
Canada
$3.98K

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.