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Dominion Energy

1,518 hedge funds and large institutions have $46.5B invested in Dominion Energy in 2022 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 614 increasing their positions, 507 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more funds holding in top 10

Funds holding in top 10: 1621 (+5)

21% more repeat investments, than reductions

Existing positions increased: 614 | Existing positions reduced: 507

0.79% more ownership

Funds ownership: 69.31%70.1% (+0.79%)

3% less capital invested

Capital invested by funds: $47.7B → $46.5B (-$1.2B)

5% less first-time investments, than exits

New positions opened: 106 | Existing positions closed: 111

8% less call options, than puts

Call options by funds: $240M | Put options by funds: $260M

2% less funds holding

Funds holding: 1,5431,518 (-25)

Holders
1,518
Holders Change
-25
Holders Change %
-1.62%
% of All Funds
25.57%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.35%
New
106
Increased
614
Reduced
507
Closed
111
Calls
$240M
Puts
$260M
Net Calls
-$20M
Net Calls Change
-$9.02M
Name Holding Trade Value Shares
Change
Change in
Stake
TNBTD
1101
Trustmark National Bank Trust Department
Mississippi
$295K
PWA
1102
Physician Wealth Advisors
Utah
$294K -$122K -1,473 -29%
SIC
1103
Sterling Investment Counsel
New York
$294K +$12.4K +150 +4%
CWA
1104
CJM Wealth Advisers
Virginia
$294K +$7.27K +88 +2%
Luther King Capital Management (LKCM)
1105
Luther King Capital Management (LKCM)
Texas
$293K +$8.75K +106 +3%
AGP
1106
Autumn Glory Partners
Texas
$292K +$302K +3,660 New
GWM
1107
GSB Wealth Management
Connecticut
$291K
FA
1108
Fiducient Advisors
Illinois
$290K
IFWM
1109
Institute for Wealth Management
Colorado
$290K +$1.73K +21 +0.6%
VIA
1110
Vident Investment Advisory
Georgia
$288K -$563K -6,822 -65%
BAS
1111
Brown Advisory Securities
Maryland
$288K -$49.5K -600 -14%
PFT
1112
Providence First Trust
Arizona
$288K
AWA
1113
Arete Wealth Advisors
Illinois
$287K -$501K -6,061 -63%
MHS
1114
M Holdings Securities
Oregon
$287K +$165 +2 +0.1%
WC
1115
Westhampton Capital
North Carolina
$285K
CAM
1116
Congress Asset Management
Massachusetts
$285K +$10.3K +125 +4%
CBN
1117
Cadence Bank NA
Texas
$284K +$8.84K +107 +3%
BCM
1118
Birmingham Capital Management
Alabama
$283K
SWM
1119
Selective Wealth Management
Virginia
$280K +$5.37K +65 +2%
CCA
1120
Childress Capital Advisors
Texas
$279K +$10.9K +132 +4%
CCM
1121
Community Capital Management
Florida
$279K +$289K +3,500 New
FNBOO
1122
First National Bank of Omaha
Nebraska
$278K
LFASL
1123
Lugano Financial Advisors SA (LFA)
Switzerland
$278K
BWM
1124
Benchmark Wealth Management
Connecticut
$277K
ECG
1125
Edge Capital Group
Georgia
$275K -$22.8K -276 -7%

D Hedge Fund Activity: Q2 2022 in Review

1,518 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q2 2022, worth a combined $46.5B — down 2.5% from $47.7B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of D and 106 opened new positions — a net loss of 5 holders — while 507 trimmed existing stakes and 614 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $508M. The largest seller was VanEck Associates, cutting an estimated $98.8M.

  • 1,518 institutional investors held Dominion Energy (D) as of Q2 2022, down from 1,543 in Q1 2022.
  • Funds reported $46.5B of Dominion Energy stock for Q2 2022, down 2.5% quarter-over-quarter.
  • 106 funds opened new Dominion Energy positions in Q2 2022 and 111 closed out, a net change of -5 holders.
  • The largest Dominion Energy buyer in Q2 2022 was T. Rowe Price Associates, an estimated $508M added.
  • The largest Dominion Energy seller in Q2 2022 was VanEck Associates, an estimated $98.8M sold.

Based on aggregated 13F filings for Q2 2022.