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
CWA
1376
CJM Wealth Advisers
Virginia
-$203K -3,635 Closed
FA
1377
Fiducient Advisors
Illinois
-$203K -3,631 Closed
DA
1378
Doliver Advisors
Texas
-$203K -3,625 Closed
AC
1379
AXQ Capital
New Jersey
-$201K -3,590 Closed
OFG
1380
Oxford Financial Group
Indiana
-$200K -3,579 Closed
PWA
1381
Physician Wealth Advisors
Utah
-$205K -3,567 Closed
BWM
1382
Benchmark Wealth Management
Connecticut
-$201K -3,474 Closed
VIA
1383
Virtus Investment Advisers
Connecticut
-$142K -2,546 Closed
UAML
1384
US Asset Management LLC
Pennsylvania
-$139K -2,487 Closed
CSPAM
1385
Cary Street Partners Asset Management
Virginia
-$126K -2,246 Closed
HT
1386
Headlands Technologies
Illinois
-$92.1K -1,648 Closed
EI
1387
Ellevest Inc
New York
-$67.1K -1,200 Closed
OCM
1388
Orion Capital Management
California
-$55.9K -1,000 Closed
CCM
1389
Carderock Capital Management
Maryland
-$33.5K -600 Closed
GFWA
1390
Grey Fox Wealth Advisors
Delaware
-$32.7K -585 Closed
NC
1391
NewSquare Capital
Pennsylvania
-$20.3K -363 Closed
DIP
1392
DT Investment Partners
Pennsylvania
-$17.7K -310 Closed
AWM
1393
Accel Wealth Management
Iowa
-$14.2K -255 Closed
CCM
1394
Chilton Capital Management
Texas
-$7.1K -127 Closed
FCA
1395
Fortis Capital Advisors
Kansas
-$6.65K -119 Closed
FCT
1396
First Community Trust
Iowa
-$5.59K -100 Closed
ACM
1397
Antonetti Capital Management
Florida
-$5.14K -92 Closed
HF
1398
Halpern Financial
Virginia
-$4.53K -81 Closed
MFT
1399
Moisand Fitzgerald Tamayo
Florida
-$4.03K -72 Closed
Lazard Asset Management
1400
Lazard Asset Management
New York
-$3K -57 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.