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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
DWP
1501
Destiny Wealth Partners
Florida
$9K
ACM
1502
Antonetti Capital Management
Florida
$8K
AW
1503
Avion Wealth
Texas
$8K
FCT
1504
First Community Trust
Iowa
$8K
MAM
1505
Marquette Asset Management
Minnesota
$8K
POIA
1506
Pin Oak Investment Advisors
Texas
$8K
SJIM
1507
St. Johns Investment Management
Florida
$8K
WOC
1508
West Oak Capital
California
$8K
APF
1509
Alaska Permanent Fund
Alaska
$8K +$1.69K +21 +33%
WAM
1510
Worth Asset Management
Texas
$8K +$8.03K +100 New
CMA
1511
Cedar Mountain Advisors
Oregon
$7K
GIA
1512
GHP Investment Advisors
Colorado
$7K +$6.34K +79 New
UIA
1513
Ulland Investment Advisors
Minnesota
$7K +$6.42K +80 New
GKIM
1514
GW&K Investment Management
Massachusetts
$7K +$6.83K +85 New
BWP
1515
Baldwin Wealth Partners
Massachusetts
$6K
Kayne Anderson Rudnick Investment Management
1516
Kayne Anderson Rudnick Investment Management
California
$6K
MBFW
1517
Morton Brown Family Wealth
Pennsylvania
$6K +$5.78K +72 New
RWML
1518
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$5.69K +$2.65K +33 +97%
SLWA
1519
San Luis Wealth Advisors
California
$5K +$5.54K +69 New
PWP
1520
Pursue Wealth Partners
California
$4.56K +$4.18K +52 New
ECM
1521
Estabrook Capital Management
New York
$4.42K +$4.18K +52 New
BHWM
1522
Beaird Harris Wealth Management
Texas
$4K -$4.74K -59 -54%
BCPWM
1523
Bradley & Co Private Wealth Management
Florida
$4K
TFM
1524
TFC Financial Management
Massachusetts
$4K
LWA
1525
Lenox Wealth Advisors
New York
$4K +$723 +9 +27%

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.