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
Lido Advisors
1051
Lido Advisors
California
$356K -$46.9K -584 -12%
NW
1052
NewEdge Wealth
Pennsylvania
$356K -$31.8K -396 -9%
OIA
1053
OneDigital Investment Advisors
Kansas
$354K +$52.8K +657 +19%
CT
1054
Coastline Trust
Rhode Island
$353K -$69.9K -870 -17%
IIM
1055
Ipswich Investment Management
Massachusetts
$353K -$8.35K -104 -2%
FPCP
1056
Fort Point Capital Partners
California
$351K
4WM
1057
44 Wealth Management
Oregon
$350K -$6.31M -78,581 -95%
AIM
1058
Athena Investment Management
California
$350K +$334K +4,157 New
TFS
1059
Thoroughbred Financial Services
Tennessee
$349K +$50.2K +625 +18%
CWM
1060
C2C Wealth Management
Arizona
$348K
CNB
1061
Camden National Bank
Maine
$348K
KTC
1062
Kistler-Tiffany Companies
Pennsylvania
$347K +$27.9K +347 +9%
SP
1063
Successful Portfolios
Florida
$346K
PWA
1064
Phoenix Wealth Advisors
North Carolina
$345K
GVAG
1065
Great Valley Advisor Group
Delaware
$345K +$402 +5 +0.1%
FCFC
1066
First Commonwealth Financial Corp
Pennsylvania
$344K -$60.2K -750 -16%
MCA
1067
MSH Capital Advisors
Arizona
$343K -$1.06M -13,183 -77%
FPS
1068
Fieldpoint Private Securities
Connecticut
$342K +$72.7K +905 +29%
SGI
1069
Summit Global Investments
Utah
$341K -$1.49M -18,509 -82%
FA
1070
Fagan Associates
New York
$341K
AIM
1071
Alhambra Investment Management
Florida
$339K
CFN
1072
Cordasco Financial Network
Florida
$339K +$8.51K +106 +3%
CICI
1073
Capital Investment Counsel Inc
North Carolina
$338K -$153K -1,910 -32%
HAS
1074
HBW Advisory Services
California
$337K +$2.65K +33 +0.8%
DI
1075
DAGCO Inc
Ohio
$336K +$42K +523 +14%

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.