We are live on ! Find out more
D icon

Dominion Energy

1,442 hedge funds and large institutions have $40.8B invested in Dominion Energy in 2022 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 623 increasing their positions, 477 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $338M | Put options by funds: $227M

31% more repeat investments, than reductions

Existing positions increased: 623 | Existing positions reduced: 477

1.08% more ownership

Funds ownership: 70.1%71.18% (+1.1%)

5% less funds holding

Funds holding: 1,5181,442 (-76)

12% less capital invested

Capital invested by funds: $46.5B → $40.8B (-$5.62B)

33% less funds holding in top 10

Funds holding in top 10: 2114 (-7)

39% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 135

Holders
1,442
Holders Change
-76
Holders Change %
-5.01%
% of All Funds
24.84%
Holding in Top 10
14
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-33.33%
% of All Funds
0.24%
New
83
Increased
623
Reduced
477
Closed
135
Calls
$338M
Puts
$227M
Net Calls
+$111M
Net Calls Change
+$131M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
576
PBMares Wealth Management
Virginia
$1.18M +$3.23K +40 +0.2%
FMWA
577
Forvis Mazars Wealth Advisors
Missouri
$1.18M -$79.4K -983 -5%
IWC
578
Integrated Wealth Concepts
Massachusetts
$1.17M +$8.96K +111 +0.7%
BSW
579
Buckingham Strategic Wealth
Missouri
$1.17M -$145K -1,794 -10%
BFS
580
Bard Financial Services
Connecticut
$1.17M
RIM
581
Redpoint Investment Management
Australia
$1.17M -$362K -4,480 -21%
FG
582
Fiduciary Group
Georgia
$1.16M +$451K +5,592 +43%
SCM
583
Schnieders Capital Management
California
$1.16M +$609K +7,540 +81%
WAP
584
Wealthcare Advisory Partners
Pennsylvania
$1.16M +$65.1K +806 +5%
SLI
585
Sumitomo Life Insurance
Japan
$1.15M -$160K -1,978 -11%
MFG
586
MidWestOne Financial Group
Iowa
$1.14M -$16.9K -209 -1%
CT
587
Caldwell Trust
Florida
$1.14M -$11.3K -140 -0.8%
NAM
588
NTV Asset Management
West Virginia
$1.14M -$15.2K -188 -1%
DBRC
589
D.B. Root & Company
Pennsylvania
$1.14M -$484 -6 -0%
HTC
590
Haverford Trust Company
Pennsylvania
$1.13M -$81 -1 -0%
GBT
591
Grove Bank & Trust
Florida
$1.12M +$71.6K +887 +6%
CFGS
592
Concourse Financial Group Securities
Alabama
$1.11M +$86K +1,065 +7%
CAM
593
Cresset Asset Management
Illinois
$1.11M -$30.9K -383 -2%
RB
594
Rodgers Brothers
Pennsylvania
$1.1M -$24.2K -300 -2%
ACM
595
Ategra Capital Management
Virginia
$1.1M -$34.5K -427 -3%
SCM
596
Shelton Capital Management
Colorado
$1.1M -$1.12M -13,900 -47%
FTDI
597
First Trust Direct Indexing
Massachusetts
$1.09M -$43.8K -543 -3%
BEC
598
Blue Edge Capital
Virginia
$1.09M
BFO
599
Boston Family Office
Massachusetts
$1.08M -$14.6K -181 -1%
VVP
600
Venture Visionary Partners
Ohio
$1.08M +$27.7K +343 +2%

D Hedge Fund Activity: Q3 2022 in Review

1,442 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q3 2022, worth a combined $40.8B — down 12% from $46.5B a quarter earlier.

Sellers outnumbered buyers: 135 funds closed out of D and 83 opened new positions — a net loss of 52 holders — while 477 trimmed existing stakes and 623 added.

The largest buyer was Canada Pension Plan Investment Board, adding an estimated $694M. The largest seller was Wellington Management Group, cutting an estimated $783M.

  • 1,442 institutional investors held Dominion Energy (D) as of Q3 2022, down from 1,518 in Q2 2022.
  • Funds reported $40.8B of Dominion Energy stock for Q3 2022, down 12% quarter-over-quarter.
  • 83 funds opened new Dominion Energy positions in Q3 2022 and 135 closed out, a net change of -52 holders.
  • The largest Dominion Energy buyer in Q3 2022 was Canada Pension Plan Investment Board, an estimated $694M added.
  • The largest Dominion Energy seller in Q3 2022 was Wellington Management Group, an estimated $783M sold.

Based on aggregated 13F filings for Q3 2022.