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Dominion Energy

1,451 hedge funds and large institutions have $40.8B invested in Dominion Energy in 2021 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 536 increasing their positions, 627 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $39.9B → $40.8B (+$922M)

0.83% less ownership

Funds ownership: 65.01%64.19% (-0.83%)

1% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 112

1% less funds holding

Funds holding: 1,4701,451 (-19)

11% less call options, than puts

Call options by funds: $177M | Put options by funds: $200M

15% less repeat investments, than reductions

Existing positions increased: 536 | Existing positions reduced: 627

36% less funds holding in top 10

Funds holding in top 10: 2214 (-8)

Holders
1,451
Holders Change
-19
Holders Change %
-1.29%
% of All Funds
25.47%
Holding in Top 10
14
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-36.36%
% of All Funds
0.25%
New
111
Increased
536
Reduced
627
Closed
112
Calls
$177M
Puts
$200M
Net Calls
-$22.9M
Net Calls Change
+$6.91M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
576
FDx Advisors
Illinois
$1.43M +$326K +4,484 +31%
ZB
577
Zions Bancorporation
Utah
$1.42M +$148K +2,042 +12%
CK
578
Cohen Klingenstein
New York
$1.42M
VVP
579
Venture Visionary Partners
Ohio
$1.42M +$470K +6,464 +53%
ACM
580
Ategra Capital Management
Virginia
$1.41M -$124K -1,711 -8%
TBA
581
Tower Bridge Advisors
Pennsylvania
$1.41M +$63.6K +875 +5%
BFS
582
Bard Financial Services
Connecticut
$1.41M -$138K -1,900 -9%
VEA
583
Virtus ETF Advisers
New York
$1.41M +$39.7K +547 +3%
CWG
584
Cornerstone Wealth Group
North Carolina
$1.4M -$75.6K -1,041 -6%
BBVA
585
Banco Bilbao Vizcaya Argentaria
Spain
$1.4M +$1.09K +15 +0.1%
PG
586
Patten Group
Tennessee
$1.4M +$17.7K +243 +1%
HWAM
587
Hennion & Walsh Asset Management
New Jersey
$1.39M +$1.33M +18,338 New
LAIC
588
Lederer & Associates Investment Counsel
California
$1.39M -$8.72K -120 -0.7%
NAM
589
NTV Asset Management
West Virginia
$1.38M -$102K -1,403 -7%
PMG
590
ProVise Management Group
Florida
$1.38M -$32.8K -452 -2%
SIA
591
Soltis Investment Advisors
Utah
$1.37M +$361K +4,973 +38%
PP
592
Patten & Patten
Tennessee
$1.35M +$5.08K +70 +0.4%
SWM
593
SeaCrest Wealth Management
New York
$1.35M -$311K -4,288 -19%
AIC
594
Ameritas Investment Company
Nebraska
$1.34M +$697K +9,596 +119%
EP
595
Eudaimonia Partners
Tennessee
$1.34M -$96.5K -1,328 -7%
MIM
596
Marco Investment Management
Georgia
$1.32M +$34.5K +475 +3%
PAM
597
Premier Asset Management
Illinois
$1.32M +$27.2K +375 +2%
JWM
598
Jackson Wealth Management
Florida
$1.31M -$25.9K -357 -2%
RB
599
Rodgers Brothers
Pennsylvania
$1.31M -$18.2K -250 -1%
TPA
600
Trivium Point Advisory
Connecticut
$1.31M -$267K -3,670 -18%

D Hedge Fund Activity: Q1 2021 in Review

1,451 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q1 2021, worth a combined $40.8B — up 2.3% from $39.9B a quarter earlier.

Sellers outnumbered buyers: 112 funds closed out of D and 111 opened new positions — a net loss of 1 holder — while 627 trimmed existing stakes and 536 added.

The largest buyer was Fidelity Investments, adding an estimated $768M. The largest seller was Capital Research Global Investors, cutting an estimated $544M.

  • 1,451 institutional investors held Dominion Energy (D) as of Q1 2021, down from 1,470 in Q4 2020.
  • Funds reported $40.8B of Dominion Energy stock for Q1 2021, up 2.3% quarter-over-quarter.
  • 111 funds opened new Dominion Energy positions in Q1 2021 and 112 closed out, a net change of -1 holder.
  • The largest Dominion Energy buyer in Q1 2021 was Fidelity Investments, an estimated $768M added.
  • The largest Dominion Energy seller in Q1 2021 was Capital Research Global Investors, an estimated $544M sold.

Based on aggregated 13F filings for Q1 2021.