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Dominion Energy

1,325 hedge funds and large institutions have $33.1B invested in Dominion Energy in 2023 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 557 increasing their positions, 482 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more call options, than puts

Call options by funds: $318M | Put options by funds: $148M

16% more repeat investments, than reductions

Existing positions increased: 557 | Existing positions reduced: 482

0.81% more ownership

Funds ownership: 69.91%70.73% (+0.81%)

7% less funds holding

Funds holding: 1,4281,325 (-103)

8% less capital invested

Capital invested by funds: $36B → $33.1B (-$2.91B)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

43% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 162

Holders
1,325
Holders Change
-103
Holders Change %
-7.21%
% of All Funds
21.11%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
93
Increased
557
Reduced
482
Closed
162
Calls
$318M
Puts
$148M
Net Calls
+$170M
Net Calls Change
+$86M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.24B +$52.6M +898,994 +1%
BlackRock
2
BlackRock
New York
$3.41B +$107M +1,826,440 +3%
State Street
3
State Street
Massachusetts
$2.68B -$48.2M -824,232 -2%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.37B +$81.7M +1,395,614 +6%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.04B -$4.34M -74,108 -0.4%
JP Morgan Chase
6
JP Morgan Chase
New York
$1.01B +$342M +5,847,620 +48%
Invesco
7
Invesco
Georgia
$968M +$358M +6,124,099 +55%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$964M +$160M +2,738,973 +19%
Franklin Resources
9
Franklin Resources
California
$852M +$5.56M +95,055 +0.6%
Dodge & Cox
10
Dodge & Cox
California
$829M +$868M +14,825,633 New
Geode Capital Management
11
Geode Capital Management
Massachusetts
$824M +$17.8M +303,891 +2%
Bank of America
12
Bank of America
North Carolina
$638M +$82.2M +1,404,601 +14%
Canada Pension Plan Investment Board
13
Canada Pension Plan Investment Board
Ontario, Canada
$637M +$4.86M +83,076 +0.7%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$610M -$42.3M -722,132 -6%
Northern Trust
15
Northern Trust
Illinois
$500M -$4.09M -69,823 -0.8%
Legal & General Group
16
Legal & General Group
United Kingdom
$473M -$6.99M -119,438 -1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$440M +$44.2M +755,763 +11%
Capital Research Global Investors
18
Capital Research Global Investors
California
$425M -$708M -12,093,225 -61%
Norges Bank
19
Norges Bank
Norway
$402M +$103M +1,764,423 +33%
Deutsche Bank
20
Deutsche Bank
Germany
$390M -$9.86M -168,437 -2%
Federated Hermes
21
Federated Hermes
Pennsylvania
$362M +$99.1M +1,692,901 +35%
Morgan Stanley
22
Morgan Stanley
New York
$329M -$34.8M -594,388 -9%
N
23
Nuveen
North Carolina
$325M +$83.5M +1,426,061 +33%
Mitsubishi UFJ Trust & Banking
24
Mitsubishi UFJ Trust & Banking
Japan
$295M +$13.7M +234,449 +5%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$291M -$17.8M -303,744 -6%

D Hedge Fund Activity: Q1 2023 in Review

1,325 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q1 2023, worth a combined $33.1B — down 8.1% from $36B a quarter earlier.

Sellers outnumbered buyers: 162 funds closed out of D and 93 opened new positions — a net loss of 69 holders — while 482 trimmed existing stakes and 557 added.

The largest buyer was Dodge & Cox, opening a new position worth an estimated $868M. The largest seller was Capital Research Global Investors, cutting an estimated $708M.

  • 1,325 institutional investors held Dominion Energy (D) as of Q1 2023, down from 1,428 in Q4 2022.
  • Funds reported $33.1B of Dominion Energy stock for Q1 2023, down 8.1% quarter-over-quarter.
  • 93 funds opened new Dominion Energy positions in Q1 2023 and 162 closed out, a net change of -69 holders.
  • The largest Dominion Energy buyer in Q1 2023 was Dodge & Cox, an estimated $868M added.
  • The largest Dominion Energy seller in Q1 2023 was Capital Research Global Investors, an estimated $708M sold.

Based on aggregated 13F filings for Q1 2023.