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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
CI
1551
CX Institutional
Indiana
-$131K -1,636 Closed
CFA
1552
CWS Financial Advisors
Michigan
-$129K -1,617 Closed
Skandinaviska Enskilda Banken (SEB)
1553
Skandinaviska Enskilda Banken (SEB)
Sweden
-$109K -1,371 Closed
AIP
1554
Ahrens Investment Partners
Louisiana
-$100K -1,250 Closed
CA
1555
CoreCap Advisors
Michigan
-$87K -1,087 Closed
TCWM
1556
Total Clarity Wealth Management
Illinois
-$65K -809 Closed
TAIM
1557
TD Ameritrade Investment Management
Nebraska
-$45K -565 Closed
SSC
1558
Syverson Strege & Co
Iowa
-$33K -411 Closed
CWM
1559
Curi Wealth Management
North Carolina
-$30K -371 Closed
JPLA
1560
Joseph P. Lucia & Associates
New York
-$20K -249 Closed
FCG
1561
Financial Connections Group
California
-$17K -218 Closed
COCM
1562
Charter Oak Capital Management
New Hampshire
-$17K -207 Closed
RIM
1563
Rockbridge Investment Management
New York
-$11.9K -149 Closed
CCM
1564
Chilton Capital Management
Texas
-$10K -127 Closed
WWMSC
1565
Wagner Wealth Management (South Carolina)
South Carolina
-$9.69K -120 Closed
BMD
1566
Better Money Decisions
New Mexico
-$9K -117 Closed
WOSD
1567
WFA of San Diego
California
-$9K -113 Closed
FBC
1568
Fairfield, Bush & Co
Connecticut
-$8K -100 Closed
TWP
1569
TFO Wealth Partners
Ohio
-$7K -90 Closed
UIA
1570
Ulland Investment Advisors
Minnesota
-$6K -80 Closed
GKIM
1571
GW&K Investment Management
Massachusetts
-$5K -68 Closed
FNBOSM
1572
First National Bank of South Miami
Florida
-$3K -40 Closed
RG
1573
Retirement Group
California
-$3K -40 Closed
HFS
1574
Heritage Financial Services
Massachusetts
-$3K -38 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.