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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
CWS
1026
Cypress Wealth Services
California
$381K +$40.5K +504 +13%
EA
1027
Evolution Advisers
Virginia
$380K +$2.49K +31 +0.7%
SAM
1028
Sawgrass Asset Management
Florida
$379K +$358K +4,462 New
FIA
1029
Foundations Investment Advisors
Arizona
$378K +$19.4K +242 +6%
CW
1030
CreativeOne Wealth
Kansas
$377K -$76.1K -947 -18%
VAM
1031
Verity Asset Management
North Carolina
$377K +$135K +1,686 +61%
TDC
1032
Thompson Davis & Co
Virginia
$376K -$305K -3,795 -46%
PWM
1033
Perigon Wealth Management
California
$375K -$7.31K -91 -2%
RHDIC
1034
R.H. Dinel Investment Counsel
California
$374K
GAG
1035
GM Advisory Group
New York
$372K
WA
1036
WealthTrust Axiom
Pennsylvania
$370K
PAG
1037
Powers Advisory Group
Illinois
$369K +$2.09K +26 +0.6%
BDF
1038
Black Diamond Financial
Maryland
$368K +$348K +4,332 New
WB
1039
Webster Bank
Connecticut
$367K -$14.1K -175 -4%
RC
1040
Rovin Capital
Arizona
$366K -$280K -3,488 -45%
SIM
1041
Sadoff Investment Management
Wisconsin
$366K -$2.81K -35 -0.8%
MPPLM
1042
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$366K +$33K +411 +11%
CWM
1043
CarsonAllaria Wealth Management
Illinois
$364K +$2.33K +29 +0.7%
MSFS
1044
Main Street Financial Solutions
Pennsylvania
$364K +$2.81K +35 +0.8%
C
1045
Certuity
Florida
$364K +$50.7K +631 +17%
FMWA
1046
Forvis Mazars Wealth Advisors
Missouri
$362K -$3.21K -40 -0.9%
LC
1047
LCNB Corp
Ohio
$362K -$482 -6 -0.1%
BAS
1048
Brown Advisory Securities
Maryland
$360K -$225K -2,800 -40%
MAG
1049
Mayfair Advisory Group
Alabama
$359K +$17.6K +219 +6%
AW
1050
ACG Wealth
Georgia
$357K -$452K -5,634 -57%

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.