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
JIC
626
Joel Isaacson & Co
New York
$1.28M -$36.9K -459 -3%
VVP
627
Venture Visionary Partners
Ohio
$1.28M -$37K -461 -3%
TBA
628
Tower Bridge Advisors
Pennsylvania
$1.28M -$32.1K -400 -3%
EM
629
Excalibur Management
Massachusetts
$1.26M -$149K -1,860 -11%
GBT
630
Grove Bank & Trust
Florida
$1.26M +$91.7K +1,142 +8%
SSWM
631
Sheets Smith Wealth Management
North Carolina
$1.24M -$45.1K -562 -4%
PP
632
Patten & Patten
Tennessee
$1.24M -$35.3K -440 -3%
1IA
633
1834 Investment Advisors
Wisconsin
$1.24M +$559K +6,958 +91%
DHGWA
634
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1.23M +$130K +1,613 +13%
Lazard Asset Management
635
Lazard Asset Management
New York
$1.23M +$17K +212 +1%
CB
636
CNB Bank
Pennsylvania
$1.23M +$39K +486 +3%
WWM
637
Western Wealth Management
Colorado
$1.22M +$788K +9,815 +216%
RCM
638
Raleigh Capital Management
North Carolina
$1.22M +$366K +4,555 +47%
BS
639
Boenning & Scattergood
Pennsylvania
$1.22M +$4.9K +61 +0.4%
WAP
640
Wealthcare Advisory Partners
Pennsylvania
$1.22M -$21K -261 -2%
FT
641
Fiduciary Trust
Massachusetts
$1.22M +$64.9K +808 +6%
TPA
642
Trivium Point Advisory
Connecticut
$1.21M +$60.3K +751 +6%
CI
643
Cigna Investments
Connecticut
$1.21M -$314K -3,907 -22%
SCA
644
Snowden Capital Advisors
New York
$1.19M +$1.03M +12,794 +1,075%
SWM
645
Salvus Wealth Management
New Jersey
$1.19M +$19.2K +239 +2%
BTWM
646
Baker Tilly Wealth Management
Wisconsin
$1.18M +$34.3K +427 +3%
CCM
647
Canal Capital Management
Virginia
$1.18M +$183K +2,283 +20%
BL
648
Balentine LLC
Georgia
$1.18M +$619K +7,705 +124%
MGWM
649
Marks Group Wealth Management
Minnesota
$1.18M +$278K +3,459 +33%
RMC
650
Resources Management Corp
Connecticut
$1.18M -$4.34K -54 -0.4%

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.