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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.93B +$7.58M +139,474 +0.2%
BlackRock
2
BlackRock
New York
$3.1B -$57.9M -1,065,814 -2%
State Street
3
State Street
Massachusetts
$2.5B +$23.5M +432,966 +0.9%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.42B +$154M +2,827,116 +12%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.11B +$188M +3,453,772 +19%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$1.08B +$123M +2,260,858 +12%
Invesco
7
Invesco
Georgia
$881M -$16.1M -296,215 -2%
Dodge & Cox
8
Dodge & Cox
California
$799M +$32.8M +603,475 +4%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$784M -$115M -2,112,145 -12%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$782M +$20.4M +374,870 +3%
Franklin Resources
11
Franklin Resources
California
$725M -$67.1M -1,234,187 -8%
Canada Pension Plan Investment Board
12
Canada Pension Plan Investment Board
Ontario, Canada
$595M +$5.84M +107,400 +0.9%
Bank of America
13
Bank of America
North Carolina
$576M -$15.4M -282,933 -2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$515M -$53.3M -979,972 -9%
Legal & General Group
15
Legal & General Group
United Kingdom
$449M +$11.3M +208,403 +2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$440M +$34.6M +635,741 +8%
Northern Trust
17
Northern Trust
Illinois
$430M -$35M -644,369 -7%
N
18
Nuveen
North Carolina
$404M +$109M +1,998,856 +34%
Capital Research Global Investors
19
Capital Research Global Investors
California
$393M -$47.1K -867 -0%
Norges Bank
20
Norges Bank
Norway
$380M +$8.72M +160,388 +2%
Federated Hermes
21
Federated Hermes
Pennsylvania
$349M +$14.3M +263,351 +4%
Morgan Stanley
22
Morgan Stanley
New York
$325M +$21.1M +387,244 +7%
Deutsche Bank
23
Deutsche Bank
Germany
$292M -$71.9M -1,322,294 -19%
Mitsubishi UFJ Trust & Banking
24
Mitsubishi UFJ Trust & Banking
Japan
$272M -$2.01M -37,038 -0.7%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$266M -$4.16M -76,472 -1%

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.