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
FNWM
851
Financial Network Wealth Management
Utah
$513K
JIP
852
Jaffetilchin Investment Partners
Florida
$513K +$7.26K +90 +1%
CAMG
853
CWA Asset Management Group
Florida
$513K +$18.3K +227 +3%
Koshinski Asset Management
854
Koshinski Asset Management
Illinois
$511K -$5.57K -69 -0.9%
FANJ
855
Financial Architects (New Jersey)
New Jersey
$509K +$594K +7,360 New
SMC
856
Smith, Moore & Co
Missouri
$507K +$4.36K +54 +0.7%
MMM
857
Mendel Money Management
Illinois
$507K +$113K +1,395 +23%
SAM
858
Secure Asset Management
Michigan
$503K +$130K +1,611 +28%
JSC
859
Jackson Square Capital
California
$503K +$588K +7,285 New
HI
860
Hudock Inc
Pennsylvania
$498K +$81 +1 +0%
IA
861
IFG Advisory
Georgia
$497K -$67.2K -832 -10%
CBT
862
CoreFirst Bank & Trust
Kansas
$497K
FBB
863
Fulton Breakefield Broenniman
Maryland
$495K -$12.5K -155 -2%
SCM
864
Spreng Capital Management
Ohio
$493K -$7.67K -95 -1%
NB
865
Northwest Bancshares
Pennsylvania
$492K -$9.69K -120 -2%
TPW
866
Transatlantique Private Wealth
New York
$490K +$98.3K +1,218 +21%
FIM
867
Freedom Investment Management
Connecticut
$490K +$27K +334 +5%
SSG
868
Summit Securities Group
New York
$488K +$433K +5,368 +317%
PWLP
869
Prio Wealth Limited Partnership
Massachusetts
$487K
LFA
870
Legacy Financial Advisors
Kentucky
$485K +$51.6K +639 +10%
LFASL
871
Lugano Financial Advisors SA (LFA)
Switzerland
$482K +$281K +3,486 +100%
AWM
872
Adams Wealth Management
Utah
$481K -$55.9K -692 -9%
RB
873
Renasant Bank
Mississippi
$475K +$40.1K +497 +8%
FMLI
874
Fukoku Mutual Life Insurance
Japan
$474K
PA
875
PFG Advisors
Arizona
$468K -$17.4K -215 -3%

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.