Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Dominion Energy Inc (D)

2K + Investors. Track Smart Money conviction in D. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +58
Streak
4Q ▲
Buyers last Q
54%

Smart Money Signals — D

Based on 1543 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added D than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,543 hedge funds hold D right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+195 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

789 buying673 selling
Last quarter: 789 funds bought or added vs 673 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+26 vs last Q)

new funds entering per quarter
Funds opening a new D position: 171 → 177 → 173 → 199. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 15% medium ■ 16% new
1,071 out of 1,543 hedge funds have held D for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~199 new funds/quarter

116 → 171 → 177 → 173 → 199 new funds/Q
New funds entering each quarter: 171 → 177 → 173 → 199. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 72% veterans vs 18% newcomers

■ 72% veterans ■ 10% 1-2yr ■ 18% new
Entry-cohort mix of 1,585 holders: 1,140 (72%) are 2+ year veterans, 156 entered 1–2 years ago, and 289 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 69% AUM from top-100 funds

69% from top-100 AUM funds
66 of 1537 holders are among the 100 largest funds by AUM, controlling 69% of total institutional value in D. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — D

In 2026 Q2, 789 hedge funds were net buyers of D (199 opened a new position, 590 added to an existing one), while 673 reduced or exited (532 trimmed, 141 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 69% of total institutional value in D is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +58 funds (more new holders than closures). Total institutional holders: 1543.

Hedge Fund Ownership: D

How many hedge funds hold D — quarterly history vs. share price
Quarterly hedge fund ownership of D vs. share price

Market Analysis: D

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: D

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

51 top-rated funds 5 high-conviction
Consensus
7.5
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: D
2K + Investors

Track Smart Money conviction in D. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1537 1485 3.5%
13F Shares 714M 686M 4.03%
Total Value $47.49B $41.52B 14.37%
New Positions 199 173 +26
Increased Positions 578 614 -36
Closed Positions 141 129 +12
Reduced Positions 522 462 +60
Total Calls 27 32 -15.62%
Total Puts 21 27 -22.22%
PUT/CALL Ratio 0.78 0.84 Neutral

Statistics: D

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Financial Highlights

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Institutional Holders (2026 Q2)

2K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in D. Verified SEC 13F-HR filings.

QUARTER:
Top 25 D holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Magellan Asset Management Ltd 4.11% 2,690,485 $183.7M
2 Longboard Asset Management, LP 3.66% 3,196 $218K
3 Kintayl Capital LP 3.04% 112,082 $7.7M
4 London Co of Virginia 2.66% 6,834,123 $466.7M
5 Graham Capital Wealth Management, LLC 2.66% 50,300 $3.4M
6 Water Island Capital LLC 2.42% 381,231 $26.0M
7 Robinson Value Management, Ltd. 2.35% 64,336 $4.4M
8 Carson Advisory Inc. 2.32% 74,040 $5.1M
9 Kassira Wealth Management LLC 2.21% 40,267 $2.7M
10 Godsey & Gibb, Inc 2.17% 387,155 $26.4M
11 Ausbil Investment Management Ltd 2.08% 67,899 $4.6M
12 Olympiad Research LP 2.08% 14,618 $998K
13 Robbins Farley 2.02% 77,223 $5.3M
14 ANTIPODES PARTNERS Ltd 2.02% 1,612,527 $110.1M
15 Hotchkis & Wiley Capital Management LLC 1.97% 9,894,768 $675.7M
16 Virginia Wealth Management Group, INC. 1.95% 57,307 $3.9M
17 Wills Financial Group LLC 1.83% 73,643 $5.0M
18 Blue Capital, Inc. 1.69% 39,062 $2.7M
19 Birnam Oak Advisors, LP 1.66% 150,000 $10.2M
20 Alpine Associates Management INC. 1.65% 386,200 $26.4M
21 John G Ullman & Associates Inc 1.63% 197,146 $13.5M
22 Greenland Capital Management LP 1.63% 193,710 $13.2M
23 Gilman Hill Asset Management, LLC 1.55% 166,248 $11.4M
24 Pentwater Capital Management LP 1.46% 3,500,000 $239.0M
25 Mizuho Markets Americas LLC 1.34% 1,248,800 $85.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Dominion Energy Inc (D)

What does the Smart Money Trend signal show for D?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added D than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for D?

Slight buying edge — 54% buying: Last quarter: 789 funds bought or added vs 673 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for D holders?

Elite ownership — 69% AUM from top-100 funds: 66 of 1537 holders are among the 100 largest funds by AUM, controlling 69% of total institutional value in D. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held D?

69% of holders stayed for 2+ years: 1,071 out of 1,543 hedge funds have held D for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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