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Dominion Energy

1,428 hedge funds and large institutions have $36B invested in Dominion Energy in 2022 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 495 increasing their positions, 590 reducing their positions, and 170 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $348M | Put options by funds: $263M

9% more first-time investments, than exits

New positions opened: 186 | Existing positions closed: 170

1% less funds holding

Funds holding: 1,4421,428 (-14)

1.27% less ownership

Funds ownership: 71.18%69.91% (-1.3%)

12% less capital invested

Capital invested by funds: $40.8B → $36B (-$4.86B)

16% less repeat investments, than reductions

Existing positions increased: 495 | Existing positions reduced: 590

29% less funds holding in top 10

Funds holding in top 10: 1410 (-4)

Holders
1,428
Holders Change
-14
Holders Change %
-0.97%
% of All Funds
22.95%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.16%
New
186
Increased
495
Reduced
590
Closed
170
Calls
$348M
Puts
$263M
Net Calls
+$84.2M
Net Calls Change
-$26.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.59B +$58.5M +931,626 +1%
BlackRock
2
BlackRock
New York
$3.63B +$12.3M +195,064 +0.3%
State Street
3
State Street
Massachusetts
$2.99B -$46.9M -747,129 -2%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.42B +$140M +2,235,566 +11%
Capital Research Global Investors
5
Capital Research Global Investors
California
$1.21B -$136M -2,172,577 -10%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$1.14B -$760M -12,106,582 -39%
Franklin Resources
7
Franklin Resources
California
$928M +$31M +493,604 +3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$889M +$32.7M +520,966 +4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$885M +$16.3M +260,312 +2%
JP Morgan Chase
10
JP Morgan Chase
New York
$744M +$318M +5,069,222 +72%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$714M +$93.1M +1,481,672 +15%
Canada Pension Plan Investment Board
12
Canada Pension Plan Investment Board
Ontario, Canada
$693M +$59M +939,633 +9%
Invesco
13
Invesco
Georgia
$686M +$250M +3,982,051 +55%
Bank of America
14
Bank of America
North Carolina
$613M -$100M -1,595,848 -14%
Northern Trust
15
Northern Trust
Illinois
$553M -$12M -191,667 -2%
Legal & General Group
16
Legal & General Group
United Kingdom
$526M +$17.8M +282,999 +3%
Deutsche Bank
17
Deutsche Bank
Germany
$438M -$17.7M -281,313 -4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$436M -$43.6M -694,510 -9%
Morgan Stanley
19
Morgan Stanley
New York
$398M -$8.18M -130,245 -2%
AWA
20
Arete Wealth Advisors
Illinois
$377M +$120K +1,908 +45%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$338M -$18.7M -296,976 -5%
Norges Bank
22
Norges Bank
Norway
$332M +$106M +1,685,422 +45%
Mitsubishi UFJ Trust & Banking
23
Mitsubishi UFJ Trust & Banking
Japan
$310M -$91.4M -1,456,085 -22%
Caisse de Depot et Placement du Quebec (CDPQ)
24
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$293M -$10.5M -167,373 -3%
Federated Hermes
25
Federated Hermes
Pennsylvania
$293M +$2.63M +41,877 +0.9%

D Hedge Fund Activity: Q4 2022 in Review

1,428 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q4 2022, worth a combined $36B — down 12% from $40.8B a quarter earlier.

Buyers outnumbered sellers: 186 funds opened new D positions and 170 closed out — a net gain of 16 holders — while 495 added to existing stakes and 590 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $318M. The largest seller was T. Rowe Price Associates, cutting an estimated $760M.

  • 1,428 institutional investors held Dominion Energy (D) as of Q4 2022, down from 1,442 in Q3 2022.
  • Funds reported $36B of Dominion Energy stock for Q4 2022, down 12% quarter-over-quarter.
  • 186 funds opened new Dominion Energy positions in Q4 2022 and 170 closed out, a net change of +16 holders.
  • The largest Dominion Energy buyer in Q4 2022 was JP Morgan Chase, an estimated $318M added.
  • The largest Dominion Energy seller in Q4 2022 was T. Rowe Price Associates, an estimated $760M sold.

Based on aggregated 13F filings for Q4 2022.