We are live on ! Find out more
D icon

Dominion Energy

1,543 hedge funds and large institutions have $47.7B invested in Dominion Energy in 2022 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 594 increasing their positions, 543 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 92

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

10% more capital invested

Capital invested by funds: $43.5B → $47.7B (+$4.14B)

4% more funds holding

Funds holding: 1,4861,543 (+57)

9% more repeat investments, than reductions

Existing positions increased: 594 | Existing positions reduced: 543

0.76% more ownership

Funds ownership: 68.55%69.31% (+0.76%)

3% less call options, than puts

Call options by funds: $368M | Put options by funds: $379M

Holders
1,543
Holders Change
+57
Holders Change %
+3.84%
% of All Funds
24.33%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.25%
New
163
Increased
594
Reduced
543
Closed
92
Calls
$368M
Puts
$379M
Net Calls
-$10.9M
Net Calls Change
+$4.37M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
601
Integrated Wealth Concepts
Massachusetts
$1.39M +$85.6K +1,066 +7%
CSPIA
602
Cary Street Partners Investment Advisory
Virginia
$1.39M -$53.7K -669 -4%
DAM
603
Derbend Asset Management
Georgia
$1.39M
MCM
604
Murphy Capital Management
New Jersey
$1.39M -$135K -1,685 -9%
ATFA
605
All Terrain Financial Advisors
Minnesota
$1.39M -$75.8K -944 -5%
HTC
606
Haverford Trust Company
Pennsylvania
$1.37M -$16.1K -200 -1%
RB
607
Rodgers Brothers
Pennsylvania
$1.37M +$4.82K +60 +0.4%
BAM
608
Belpointe Asset Management
Nevada
$1.36M -$22.8K -284 -2%
BFO
609
Boston Family Office
Massachusetts
$1.36M -$198K -2,462 -13%
MWAM
610
Manhattan West Asset Management
California
$1.36M +$1.28M +15,961 New
WS
611
Wedbush Securities
California
$1.35M -$71.3K -888 -5%
LKIM
612
Lawson Kroeker Investment Management
Nebraska
$1.35M
AWM
613
Axxcess Wealth Management
California
$1.34M -$57.4K -715 -4%
BEC
614
Blue Edge Capital
Virginia
$1.33M
LOIM
615
Liberty One Investment Management
Illinois
$1.33M -$47.2K -588 -4%
EF
616
Empirical Finance
Pennsylvania
$1.32M +$138K +1,723 +12%
FFA
617
Founders Financial Alliance
North Carolina
$1.32M -$19.1K -238 -2%
TWA
618
TCI Wealth Advisors
Arizona
$1.31M +$71.4K +889 +6%
SAM
619
Shell Asset Management
Netherlands
$1.3M -$887K -11,050 -42%
FTDI
620
First Trust Direct Indexing
Massachusetts
$1.3M +$78.1K +973 +7%
PWM
621
PBMares Wealth Management
Virginia
$1.3M -$14.2K -177 -1%
FCFS
622
First Command Financial Services
Texas
$1.29M +$32.1K +400 +3%
FCB
623
First Command Bank
Texas
$1.29M +$262K +3,268 +27%
CFGS
624
Concourse Financial Group Securities
Alabama
$1.29M -$209K -2,608 -15%
FNBT
625
FineMark National Bank & Trust
Florida
$1.28M +$3.29K +41 +0.3%

D Hedge Fund Activity: Q1 2022 in Review

1,543 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q1 2022, worth a combined $47.7B — up 9.5% from $43.5B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new D positions and 92 closed out — a net gain of 71 holders — while 594 added to existing stakes and 543 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $502M. The largest seller was Franklin Resources, cutting an estimated $280M.

  • 1,543 institutional investors held Dominion Energy (D) as of Q1 2022, up from 1,486 in Q4 2021.
  • Funds reported $47.7B of Dominion Energy stock for Q1 2022, up 9.5% quarter-over-quarter.
  • 163 funds opened new Dominion Energy positions in Q1 2022 and 92 closed out, a net change of +71 holders.
  • The largest Dominion Energy buyer in Q1 2022 was T. Rowe Price Associates, an estimated $502M added.
  • The largest Dominion Energy seller in Q1 2022 was Franklin Resources, an estimated $280M sold.

Based on aggregated 13F filings for Q1 2022.