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Dominion Energy

1,518 hedge funds and large institutions have $46.5B invested in Dominion Energy in 2022 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 614 increasing their positions, 507 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more funds holding in top 10

Funds holding in top 10: 1621 (+5)

21% more repeat investments, than reductions

Existing positions increased: 614 | Existing positions reduced: 507

0.79% more ownership

Funds ownership: 69.31%70.1% (+0.79%)

3% less capital invested

Capital invested by funds: $47.7B → $46.5B (-$1.2B)

5% less first-time investments, than exits

New positions opened: 106 | Existing positions closed: 111

8% less call options, than puts

Call options by funds: $240M | Put options by funds: $260M

2% less funds holding

Funds holding: 1,5431,518 (-25)

Holders
1,518
Holders Change
-25
Holders Change %
-1.62%
% of All Funds
25.57%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.35%
New
106
Increased
614
Reduced
507
Closed
111
Calls
$240M
Puts
$260M
Net Calls
-$20M
Net Calls Change
-$9.02M
Name Holding Trade Value Shares
Change
Change in
Stake
FNBT
626
FineMark National Bank & Trust
Florida
$1.18M -$23.5K -285 -2%
TPA
627
Trivium Point Advisory
Connecticut
$1.18M +$81.3K +985 +7%
CB
628
CNB Bank
Pennsylvania
$1.17M +$11.9K +144 +1%
PP
629
Patten & Patten
Tennessee
$1.17M +$3.3K +40 +0.3%
RA
630
Rational Advisors
New York
$1.16M +$1.2M +14,571 New
TC
631
Toews Corporation
New Jersey
$1.16M +$801K +9,700 +202%
1IA
632
1834 Investment Advisors
Wisconsin
$1.16M -$9K -109 -0.7%
BS
633
Boenning & Scattergood
Pennsylvania
$1.14M
SCA
634
Snowden Capital Advisors
New York
$1.14M +$25.8K +313 +2%
SJIA
635
St. James Investment Advisors
New York
$1.14M -$3.13M -37,877 -73%
MWM
636
Meridian Wealth Management
Kentucky
$1.14M +$84.8K +1,027 +8%
SSWM
637
Sheets Smith Wealth Management
North Carolina
$1.14M -$30.6K -371 -3%
RMC
638
Resources Management Corp
Connecticut
$1.13M +$24.7K +299 +2%
WCA
639
Waratah Capital Advisors
Ontario, Canada
$1.12M -$337K -4,086 -23%
MFP
640
Meridian Financial Partners
Virginia
$1.11M +$48.1K +583 +4%
SWM
641
Salvus Wealth Management
New Jersey
$1.11M -$4.79K -58 -0.4%
FPAS
642
Focus Partners Advisor Solutions
Missouri
$1.11M +$919K +11,126 +406%
LFAS
643
Level Four Advisory Services
Texas
$1.11M +$120K +1,448 +12%
FT
644
Fiduciary Trust
Massachusetts
$1.1M -$37.2K -450 -3%
FCM
645
Fourpath Capital Management
Oklahoma
$1.1M +$19.6K +237 +2%
FHB
646
First Hawaiian Bank
Hawaii
$1.1M +$30.9K +374 +3%
BAM
647
Belpointe Asset Management
Nevada
$1.1M -$186K -2,257 -14%
BTWM
648
Baker Tilly Wealth Management
Wisconsin
$1.1M -$11.8K -143 -1%
XF
649
XML Financial
Maryland
$1.1M -$3.06M -37,068 -73%
VFA
650
Valeo Financial Advisors
Indiana
$1.1M -$904K -10,945 -44%

D Hedge Fund Activity: Q2 2022 in Review

1,518 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q2 2022, worth a combined $46.5B — down 2.5% from $47.7B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of D and 106 opened new positions — a net loss of 5 holders — while 507 trimmed existing stakes and 614 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $508M. The largest seller was VanEck Associates, cutting an estimated $98.8M.

  • 1,518 institutional investors held Dominion Energy (D) as of Q2 2022, down from 1,543 in Q1 2022.
  • Funds reported $46.5B of Dominion Energy stock for Q2 2022, down 2.5% quarter-over-quarter.
  • 106 funds opened new Dominion Energy positions in Q2 2022 and 111 closed out, a net change of -5 holders.
  • The largest Dominion Energy buyer in Q2 2022 was T. Rowe Price Associates, an estimated $508M added.
  • The largest Dominion Energy seller in Q2 2022 was VanEck Associates, an estimated $98.8M sold.

Based on aggregated 13F filings for Q2 2022.