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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
RBFC
1351
Roman Butler Fullerton & Co
Missouri
-$238K -4,162 Closed
IIM
1352
Ipswich Investment Management
Massachusetts
-$232K -4,151 Closed
BIA
1353
Beacon Investment Advisors
Maryland
-$229K -4,103 Closed
CHP
1354
Cable Hill Partners
Oregon
-$229K -4,088 Closed
EM
1355
ELCO Management
New York
-$228K -4,075 Closed
AT
1356
Arden Trust
Delaware
-$223K -3,979 Closed
IAIM
1357
International Assets Investment Management
Florida
-$220K -3,943 Closed
APW
1358
Austin Private Wealth
Texas
-$220K -3,939 Closed
NC
1359
NBW Capital
Massachusetts
-$217K -3,875 Closed
RIA
1360
Realta Investment Advisors
Delaware
-$216K -3,871 Closed
NP
1361
Nilsine Partners
Colorado
-$216K -3,862 Closed
HCMG
1362
Howard Capital Management Group
California
-$214K -3,829 Closed
4WM
1363
44 Wealth Management
Oregon
-$213K -3,808 Closed
CRIG
1364
Charter Research & Investment Group
Connecticut
-$212K -3,800 Closed
EB
1365
Eastern Bank
Massachusetts
-$210K -3,755 Closed
CWS
1366
Cypress Wealth Services
California
-$209K -3,730 Closed
FA
1367
Fagan Associates
New York
-$208K -3,716 Closed
CCA
1368
Checchi Capital Advisers
California
-$208K -3,715 Closed
SBH
1369
Segall Bryant & Hamill
Illinois
-$207K -3,703 Closed
MFC
1370
Morris Financial Concepts
South Carolina
-$206K -3,691 Closed
TFS
1371
Thoroughbred Financial Services
Tennessee
-$206K -3,689 Closed
MG
1372
Marex Group
-$205K -3,668 Closed
GAMC
1373
Garner Asset Management Corp
Texas
-$205K -3,660 Closed
GFG
1374
Goldstone Financial Group
Illinois
-$205K -3,658 Closed
CWM
1375
Cornerstone Wealth Management
Missouri
-$204K -3,642 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.