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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
HNWAG
1326
High Net Worth Advisory Group
Florida
-$357K -6,385 Closed
ECM
1327
Evergreen Capital Management
Washington
-$352K -6,290 Closed
LA
1328
LVW Advisors
New York
-$349K -6,251 Closed
AG
1329
AIA Group
Hong Kong
-$328K -5,867 Closed
FFIC
1330
First Fiduciary Investment Counsel
Ohio
-$318K -5,685 Closed
WC
1331
Waterloo Capital
Texas
-$316K -5,650 Closed
IHL
1332
Investment House LLC
California
-$307K -5,484 Closed
PSP
1333
Principal Street Partners
Tennessee
-$297K -5,309 Closed
CSIC
1334
Clifford Swan Investment Counsel
California
-$294K -5,259 Closed
ONST
1335
Old North State Trust
North Carolina
-$294K -5,257 Closed
MAP
1336
Milestone Advisory Partners
North Carolina
-$291K -5,201 Closed
MA
1337
MKT Advisors
California
-$295K -5,142 Closed
FW
1338
FirstPurpose Wealth
Utah
-$284K -5,083 Closed
AA
1339
Apriem Advisors
California
-$282K -5,042 Closed
JWBC
1340
John W. Bristol & Co
New York
-$280K -5,000 Closed
CFS
1341
CRA Financial Services
New Jersey
-$271K -4,854 Closed
EFS
1342
Essex Financial Services
Connecticut
-$268K -4,791 Closed
SFS
1343
Sowell Financial Services
Arkansas
-$267K -4,768 Closed
MIA
1344
MainStreet Investment Advisors
Illinois
-$264K -4,719 Closed
BAM
1345
Berkshire Asset Management
Pennsylvania
-$256K -4,581 Closed
LA
1346
Latitude Advisors
Florida
-$252K -4,503 Closed
MSR
1347
Main Street Research
Connecticut
-$238K -4,261 Closed
SFP
1348
Sandbox Financial Partners
Maryland
-$236K -4,220 Closed
CW
1349
Connectus Wealth
Ohio
-$236K -4,212 Closed
AWAU
1350
Alliance Wealth Advisors (Utah)
Utah
-$235K -4,197 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.