Monitor upcoming 13F filings for Q4 2026 filings to see if the accumulation trend continued or if the selling intensified. The cluster is too small and stale to act as a standalone catalyst; watch for earnings or regulatory filings that could clarify Dominion's earnings trajectory or capital allocation plans.
Executive Summary
A small institutional cluster formed in Dominion Energy during Q3 2026, with three asset managers modestly adding positions totaling $4.3M in net buying while one manager executed a near-exit of a $10.4M position. The net selling pressure from Assetmark's exit outweighs the accumulators, and the stale 13F data combined with Dominion's weak historical returns on bullish calls limits the signal's reliability.
Key Financial Metrics
Institutional Positions
Net institutional flow: -$6.1M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Farther Finance Advisors | ADD | +62.9% | $5.0M | $1.5M |
| Ifm Investors Pty | ADD | +25.7% | $17.1M | $1.8M |
| Concurrent Investment Advisors | ADD | +59.9% | $3.6M | $1.0M |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Assetmark | NEAR_EXIT | -86.5% | $11.8M | -$10.4M |
Key Facts
- Three asset managers added positions totaling $4.3M in net new value during Q3 2026
- Assetmark executed a near-exit, reducing its stake by 86.5% and removing $10.4M in value
- Net aggregate change across the cluster was negative (-$6.1M) due to the large sell-side action
- All four institutions are asset managers, not activist or event-driven funds, suggesting routine portfolio rebalancing
- 13F data is at least 45 days stale; positions may have been unwound or adjusted since quarter-end
Financial Impact
Three buyers added $4.3M in new positions while one seller reduced holdings by $10.4M, resulting in a net aggregate decline of $6.1M across the cluster
Risk Factors
- 13F data is stale by design (45-day lag) and may not reflect current positioning
- The cluster is dominated by small asset managers, not high-conviction activist or event-driven funds
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-D-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | 425 | $65.36 | awaiting T+60 | — | — |
Oct 26, 2026 1d ago | 425 | $65.00 | awaiting T+60 | — | — |
Oct 21, 2026 6d ago | Institutional Cluster | $65.40 | awaiting T+60 | — | — |
Oct 7, 2026 20d ago | 425 | $61.75 | awaiting T+60 | — | — |
Sep 23, 2026 5w ago | GOVT-CONTRACT | $60.40 | awaiting T+60 | — | — |
Aug 25, 2026 9w ago | 425 | $66.93 | awaiting T+60 | — | — |
Aug 25, 2026 9w ago | 8-K | $66.93 | awaiting T+60 | — | — |
Aug 12, 2026 10w ago | Institutional Cluster | $68.04 | awaiting T+60 | — | — |
Jul 31, 2026 12w ago | 8-K | $69.17 $65.10 | ▼ −5.88% | ▼ −8.34% | — |
Jul 28, 2026 13w ago | DEFM14A | $70.55 $65.40 | ▼ −7.30% | ▼ −12.03% | — |
US Market Status
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