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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
MA
951
MKT Advisors
California
$373K +$4.52K +56 +1%
NWM
952
Northcape Wealth Management
New York
$372K +$48.5K +601 +13%
DAC
953
Dividend Assets Capital
South Carolina
$370K
PSP
954
Principal Street Partners
Tennessee
$370K +$2.5K +31 +0.6%
TFA
955
Triad Financial Advisors
North Carolina
$369K -$8.96K -111 -2%
EGA
956
E&G Advisors
Texas
$368K -$39.4K -488 -8%
QT
957
Quantamental Technologies
New York
$368K +$430K +5,322 New
DWM
958
Doyle Wealth Management
Florida
$367K +$646 +8 +0.2%
FPIS
959
Financial Planning & Information Services
Wisconsin
$365K +$2.58K +32 +0.6%
PWM
960
Perigon Wealth Management
California
$365K +$84.2K +1,043 +25%
ECM
961
Evergreen Capital Management
Washington
$365K +$102K +1,263 +31%
SGI
962
Summit Global Investments
Utah
$365K +$112K +1,384 +36%
WFA
963
Wipfli Financial Advisors
Wisconsin
$365K +$426K +5,275 New
KC
964
Kingfisher Capital
North Carolina
$363K +$3.79K +47 +0.9%
DAS
965
Dynamic Advisor Solutions
Arizona
$363K +$36.6K +454 +9%
MM
966
MQS Management
New York
$363K +$117K +1,449 +38%
SFA
967
Sequoia Financial Advisors
Ohio
$362K -$158K -1,956 -27%
AGP
968
Autumn Glory Partners
Texas
$362K +$128K +1,585 +43%
SBH
969
Segall Bryant & Hamill
Illinois
$361K +$156K +1,934 +59%
4WM
970
4J Wealth Management
Virginia
$360K +$8.56K +106 +2%
AFM
971
Andesa Financial Management
Pennsylvania
$360K +$147K +1,816 +53%
Lazard Asset Management
972
Lazard Asset Management
New York
$359K -$506K -6,268 -55%
MFC
973
Mechanics Financial Corp
Ohio
$359K -$5.65K -70 -1%
CWM
974
Congress Wealth Management
Massachusetts
$358K +$2.91K +36 +0.7%
DIA
975
Dana Investment Advisors
Wisconsin
$356K -$94.6K -1,172 -19%

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.