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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
TCCM
1276
Timber Creek Capital Management
Massachusetts
$695 +$707 +13 New
FGAM
1277
Financial Gravity Asset Management
Texas
$631 +$98.3K +1,809 +1,559%
DWA
1278
Delos Wealth Advisors
Texas
$622
SIC
1279
SJS Investment Consulting
Ohio
$622 +$109 +2 +20%
2L
1280
25 LLC
Missouri
$478 +$489 +9 New
UFF
1281
USA Financial Formulas
Michigan
$259
JWM
1282
Janiczek Wealth Management
Colorado
$208
Comerica Bank
1283
Comerica Bank
Texas
$153 +$2.36M +43,381 New
CJL
1284
Cyrus J. Lawrence
New York
$10
SVCP
1285
Silicon Valley Capital Partners
California
$7
Capital World Investors
1286
Capital World Investors
California
-$119M -2,131,442 Closed
ECP
1287
Electron Capital Partners
New York
-$87.5M -1,564,713 Closed
CCM
1288
Cinctive Capital Management
New York
-$13.6M -242,828 Closed
AIM
1289
Aigen Investment Management
New York
-$13.4M -240,294 Closed
Adage Capital Partners
1290
Adage Capital Partners
Massachusetts
-$6.12M -109,411 Closed
ERSOT
1291
Employees Retirement System of Texas
Texas
-$6.09M -109,000 Closed
VFM
1292
Viking Fund Management
North Dakota
-$5.87M -105,000 Closed
PC
1293
PointState Capital
New York
-$5.5M -98,402 Closed
FC
1294
FORA Capital
Florida
-$4.4M -78,617 Closed
SAM
1295
Synergy Asset Management
Washington
-$3.15M -56,429 Closed
LC
1296
Legacy CG
Texas
-$2.01M -35,981 Closed
TAM
1297
Tealwood Asset Management
Minnesota
-$1.95M -34,867 Closed
DLCIG
1298
D.L. Carlson Investment Group
New Hampshire
-$1.52M -27,202 Closed
SSA
1299
Schonfeld Strategic Advisors
New York
-$1.4M -25,127 Closed
CWM
1300
Chronos Wealth Management
Florida
-$1.3M -23,301 Closed

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.