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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
GWM
1051
GDS Wealth Management
Texas
$293K -$19.6K -243 -5%
Fisher Asset Management
1052
Fisher Asset Management
Washington
$293K +$27.3K +338 +9%
AWA
1053
Arete Wealth Advisors
Illinois
$293K +$52.6K +651 +18%
KPW
1054
Kore Private Wealth
New York
$292K -$10.7K -133 -3%
CWM
1055
CarsonAllaria Wealth Management
Illinois
$290K -$7.26K -90 -2%
Luther King Capital Management (LKCM)
1056
Luther King Capital Management (LKCM)
Texas
$290K +$41.6K +515 +14%
CAM
1057
Congress Asset Management
Massachusetts
$290K +$50.5K +625 +18%
WB
1058
Webster Bank
Connecticut
$289K -$12.1K -150 -3%
MFC
1059
Morris Financial Concepts
South Carolina
$288K +$77.9K +965 +30%
IIM
1060
Ipswich Investment Management
Massachusetts
$287K
PIFP
1061
Partners in Financial Planning
Virginia
$287K
MCA
1062
MSH Capital Advisors
Arizona
$286K -$8.56K -106 -3%
CT
1063
Coastline Trust
Rhode Island
$285K -$4.84K -60 -1%
FPCP
1064
Fort Point Capital Partners
California
$285K
CWM
1065
C2C Wealth Management
Arizona
$284K
HC
1066
Hoese & Co
Minnesota
$283K -$83.1K -1,030 -20%
CNB
1067
Camden National Bank
Maine
$283K
GFP
1068
Gryphon Financial Partners
Ohio
$282K +$16K +198 +5%
KFP
1069
KMG Fiduciary Partners
Ohio
$282K +$64.8K +803 +25%
CHP
1070
Cable Hill Partners
Oregon
$281K -$1.86K -23 -0.6%
TIA
1071
Tandem Investment Advisors
South Carolina
$281K +$117K +1,450 +56%
BP
1072
Ballentine Partners
Massachusetts
$279K +$120K +1,485 +58%
SAM
1073
SignalPoint Asset Management
Missouri
$278K -$7.26K -90 -2%
SP
1074
Successful Portfolios
Florida
$278K
GW
1075
GW & Wade
Massachusetts
$277K -$23.9K -296 -7%

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.