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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
SPWM
1251
Schrum Private Wealth Management
Florida
$209K -$3.39K -41 -2%
CWM
1252
Cabot Wealth Management
Massachusetts
$208K -$15.7K -190 -7%
TIA
1253
Tandem Investment Advisors
South Carolina
$208K -$8.18K -99 -4%
H6H
1254
Hightower 6M Holding
Kansas
$208K
VNA
1255
Valley National Advisers
Pennsylvania
$208K
STA
1256
Summit Trail Advisors
New York
$208K +$215K +2,606 New
PGF
1257
Plan Group Financial
Oklahoma
$207K +$215K +2,602 New
BEAM
1258
Baker Ellis Asset Management
Washington
$206K
MA
1259
MJP Associates
Connecticut
$205K -$90K -1,090 -30%
RT
1260
Rockland Trust
Massachusetts
$205K -$18.1K -219 -8%
FA
1261
FC Advisory
Pennsylvania
$205K
ZCM
1262
Ziegler Capital Management
Illinois
$205K +$212K +2,571 New
CSPAM
1263
Cary Street Partners Asset Management
Virginia
$204K -$252K -3,050 -54%
BP
1264
Ballentine Partners
Massachusetts
$204K -$5.86K -71 -3%
IAA
1265
Ironsides Asset Advisors
North Carolina
$204K
FC
1266
Financial Consulate
Maryland
$204K +$908 +11 +0.4%
CPO
1267
Cerity Partners OCIO
New York
$204K +$3.55K +43 +2%
SB
1268
Strategic Blueprint
Georgia
$204K +$7.84K +95 +4%
SWP
1269
Summit Wealth Partners
Florida
$204K +$413 +5 +0.2%
BFA
1270
Beaumont Financial Advisors
Massachusetts
$203K -$37.6K -455 -15%
PAM
1271
Private Asset Management
California
$203K
SN
1272
Sittner & Nelson
Oregon
$203K
ACA
1273
Aptus Capital Advisors
Alabama
$203K +$210K +2,547 New
MBT
1274
Montecito Bank & Trust
California
$202K
NCM
1275
Novare Capital Management
North Carolina
$202K

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.