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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
PAM
1276
Private Asset Management
California
$216K +$204K +2,540 New
QPWM
1277
Quadrant Private Wealth Management
Pennsylvania
$216K +$205K +2,547 New
MBT
1278
Montecito Bank & Trust
California
$215K -$7.63K -95 -4%
NGA
1279
Naples Global Advisors
Florida
$215K +$203K +2,528 New
TYCC
1280
Texas Yale Capital Corp
Florida
$215K +$204K +2,535 New
CPO
1281
Cerity Partners OCIO
New York
$214K -$769K -9,573 -79%
SIAP
1282
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$214K -$15.8K -197 -7%
BMC
1283
Beaton Management Company
Massachusetts
$214K +$202K +2,514 New
LWANC
1284
Laurel Wealth Advisors (North Carolina)
North Carolina
$213K
WCFA
1285
Walkner Condon Financial Advisors
Wisconsin
$213K +$202K +2,511 New
AssetMark Inc
1286
AssetMark Inc
California
$212K -$3.37K -42 -2%
AWM
1287
Affinity Wealth Management
Delaware
$212K +$194K +2,419 New
UAML
1288
US Asset Management LLC
Pennsylvania
$212K +$200K +2,492 New
GKWIM
1289
Gerber Kawasaki Wealth & Investment Management
California
$211K -$14.4K -179 -7%
CPA
1290
Court Place Advisors
Maryland
$211K -$8.03K -100 -4%
DBT
1291
Dubuque Bank & Trust
Iowa
$211K +$199K +2,476 New
CIA
1292
Choate Investment Advisors
Massachusetts
$211K +$200K +2,491 New
NSB
1293
Norway Savings Bank
Maine
$210K -$12.8K -160 -6%
EW
1294
Evoke Wealth
California
$210K +$3.29K +41 +2%
BPFA
1295
Barnes Pettey Financial Advisors
Mississippi
$210K +$199K +2,474 New
MMPW
1296
Mitchell McLeod Pugh & Williams
Alabama
$210K +$199K +2,478 New
TAM
1297
Townsend Asset Management
North Carolina
$209K +$197K +2,458 New
SB
1298
Strategic Blueprint
Georgia
$209K +$198K +2,462 New
RPC
1299
Rossmore Private Capital
Connecticut
$207K +$195K +2,432 New
CIC
1300
Chilton Investment Company
Connecticut
$207K +$196K +2,439 New

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.