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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
MWM
1501
MBE Wealth Management
Wisconsin
-$228K -2,854 Closed
BFC
1502
Bedel Financial Consulting
Indiana
-$227K -2,843 Closed
SLG
1503
Stanley-Laman Group
Pennsylvania
-$227K -2,841 Closed
NG
1504
Northstar Group
New York
-$226K -2,830 Closed
BIAS
1505
Beacon Investment Advisory Services
New Jersey
-$223K -2,800 Closed
AFM
1506
Abbot Financial Management
Massachusetts
-$223K -2,789 Closed
LWM
1507
Liberty Wealth Management
California
-$222K -2,784 Closed
P
1508
Pitcairn
Pennsylvania
-$222K -2,784 Closed
AC
1509
Addison Capital
Pennsylvania
-$221K -2,766 Closed
RAM
1510
Roanoke Asset Management
New Jersey
-$220K -2,762 Closed
ACM
1511
Advisors Capital Management
New Jersey
-$220K -2,761 Closed
CAM
1512
Campion Asset Management
Virginia
-$219K -2,743 Closed
SWA
1513
SFMG Wealth Advisors
Texas
-$218K -2,736 Closed
LWAC
1514
Laurel Wealth Advisors (California)
California
-$218K -2,730 Closed
PHS
1515
Pekin Hardy Strauss
Illinois
-$217K -2,725 Closed
XT
1516
XTX Topco
Cayman Islands
-$217K -2,724 Closed
YWP
1517
YorkBridge Wealth Partners
New York
-$217K -2,722 Closed
DE
1518
Day & Ennis
Georgia
-$216K -2,708 Closed
CPSAC
1519
Chas P. Smith & Associates (CPS)
Florida
-$213K -2,675 Closed
CAM
1520
Covenant Asset Management
New Jersey
-$212K -2,659 Closed
WCFA
1521
Walkner Condon Financial Advisors
Wisconsin
-$212K -2,658 Closed
CAM
1522
Cozad Asset Management
Illinois
-$212K -2,655 Closed
NAG
1523
Northstar Advisory Group
New Jersey
-$210K -2,632 Closed
GI
1524
GAMCO Investors
Connecticut
-$210K -2,625 Closed
KFSC
1525
Keystone Financial Services (Colorado)
Colorado
-$216K -2,622 Closed

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.