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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
SCA
201
Stonebridge Capital Advisors
Minnesota
$6.68M -$352K -6,473 -5%
ProShare Advisors
202
ProShare Advisors
Maryland
$6.65M +$169K +3,113 +2%
WT
203
Washington Trust
Rhode Island
$6.5M +$66.7K +1,227 +1%
EIA
204
Edgemoor Investment Advisors
Maryland
$6.29M -$496K -9,117 -7%
CB
205
Cadence Bank
Mississippi
$6.29M +$56.6K +1,041 +0.9%
MOACM
206
Mutual of America Capital Management
New York
$6.23M +$54.4K +1,000 +0.8%
BMCM
207
Bryn Mawr Capital Management
Pennsylvania
$6.2M +$220K +4,053 +4%
NYLIM
208
New York Life Investment Management
New York
$6.13M -$664K -12,206 -9%
Janus Henderson Group
209
Janus Henderson Group
United Kingdom
$6.11M -$436K -8,022 -6%
JMPWA
210
JP Morgan Private Wealth Advisors
California
$6.09M -$1.58M -29,053 -20%
ECM
211
Element Capital Management
New York
$6.02M +$320K +5,891 +5%
WFG
212
Wills Financial Group
Virginia
$5.97M +$248K +4,558 +4%
AG
213
Advocate Group
Minnesota
$5.92M -$134K -2,468 -2%
Mariner
214
Mariner
Kansas
$5.88M +$9.4K +173 +0.2%
CS
215
Clear Street
New York
$5.84M +$6.13M +112,700 New
CIC
216
Canal Insurance Company
South Carolina
$5.7M
Thrivent Financial for Lutherans
217
Thrivent Financial for Lutherans
Minnesota
$5.69M -$98.3K -1,808 -2%
Wealthfront Advisers
218
Wealthfront Advisers
California
$5.68M +$1.54M +28,267 +35%
LW
219
Linscomb Wealth
Texas
$5.64M -$196K -3,601 -3%
ZB
220
Zions Bancorporation
Utah
$5.63M +$739K +13,596 +14%
SMDAM
221
Sumitomo Mitsui DS Asset Management
Japan
$5.63M +$1.08M +19,869 +22%
BFA
222
Bragg Financial Advisors
North Carolina
$5.62M -$158K -2,898 -3%
1IA
223
1834 Investment Advisors
Wisconsin
$5.53M +$126K +2,309 +2%
PAG
224
Private Advisor Group
New Jersey
$5.53M +$61.5K +1,132 +1%
OCM
225
One Capital Management
California
$5.52M +$596K +10,966 +11%

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.