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Dominion Energy

1,485 hedge funds and large institutions have $43.5B invested in Dominion Energy in 2021 Q4 according to their latest regulatory filings, with 211 funds opening new positions, 509 increasing their positions, 562 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 211 | Existing positions closed: 74

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

10% more capital invested

Capital invested by funds: $39.7B → $43.5B (+$3.84B)

8% more funds holding

Funds holding: 1,3741,485 (+111)

1.15% more ownership

Funds ownership: 67.41%68.55% (+1.1%)

6% less call options, than puts

Call options by funds: $247M | Put options by funds: $262M

9% less repeat investments, than reductions

Existing positions increased: 509 | Existing positions reduced: 562

Holders
1,485
Holders Change
+111
Holders Change %
+8.08%
% of All Funds
22.85%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
211
Increased
509
Reduced
562
Closed
74
Calls
$247M
Puts
$262M
Net Calls
-$15.3M
Net Calls Change
+$47.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Members Trust
601
Members Trust
Florida
$1.28M -$87.5K -1,163 -7%
ACM
602
Ategra Capital Management
Virginia
$1.28M -$27.2K -362 -2%
LOIM
603
Liberty One Investment Management
Illinois
$1.27M +$95.6K +1,270 +8%
FPCG
604
Fort Pitt Capital Group
Pennsylvania
$1.27M +$458K +6,091 +60%
RB
605
Rodgers Brothers
Pennsylvania
$1.26M -$82.8K -1,100 -6%
OPA
606
Old Port Advisors
Maine
$1.25M +$62K +824 +5%
LKIM
607
Lawson Kroeker Investment Management
Nebraska
$1.25M -$5.64K -75 -0.5%
FCBT
608
First Citizens Bank & Trust
North Carolina
$1.24M -$101K -1,348 -8%
FFA
609
Founders Financial Alliance
North Carolina
$1.24M -$59.3K -788 -5%
BEC
610
Blue Edge Capital
Virginia
$1.23M
AA
611
Argent Advisors
Louisiana
$1.23M +$136K +1,809 +13%
TBA
612
Tower Bridge Advisors
Pennsylvania
$1.21M -$75.2K -1,000 -6%
PWM
613
PBMares Wealth Management
Virginia
$1.21M -$22K -293 -2%
VVP
614
Venture Visionary Partners
Ohio
$1.21M -$60.8K -808 -5%
Los Angeles Capital Management
615
Los Angeles Capital Management
California
$1.21M -$527K -7,009 -31%
IWC
616
Integrated Wealth Concepts
Massachusetts
$1.21M -$42.5K -565 -4%
JIC
617
Joel Isaacson & Co
New York
$1.2M +$3.01K +40 +0.3%
WANY
618
Wealthspire Advisors (New York)
New York
$1.19M +$254K +3,374 +29%
SSWM
619
Sheets Smith Wealth Management
North Carolina
$1.19M +$113K +1,502 +11%
Cerity Partners
620
Cerity Partners
New York
$1.19M +$151K +2,010 +15%
FNBT
621
FineMark National Bank & Trust
Florida
$1.18M -$32.7K -434 -3%
PP
622
Patten & Patten
Tennessee
$1.18M -$26.6K -353 -2%
ASN
623
Advisory Services Network
Georgia
$1.18M +$144K +1,917 +15%
VCA
624
Verdence Capital Advisors
Maryland
$1.17M +$25.7K +341 +2%
FCFS
625
First Command Financial Services
Texas
$1.16M +$216K +2,868 +24%

D Hedge Fund Activity: Q4 2021 in Review

1,485 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q4 2021, worth a combined $43.5B — up 9.7% from $39.7B a quarter earlier.

Buyers outnumbered sellers: 211 funds opened new D positions and 74 closed out — a net gain of 137 holders — while 509 added to existing stakes and 562 trimmed.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), adding an estimated $292M. The largest seller was Gallagher Fiduciary Advisors, exiting entirely with an estimated $201M sold.

  • 1,485 institutional investors held Dominion Energy (D) as of Q4 2021, up from 1,374 in Q3 2021.
  • Funds reported $43.5B of Dominion Energy stock for Q4 2021, up 9.7% quarter-over-quarter.
  • 211 funds opened new Dominion Energy positions in Q4 2021 and 74 closed out, a net change of +137 holders.
  • The largest Dominion Energy buyer in Q4 2021 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $292M added.
  • The largest Dominion Energy seller in Q4 2021 was Gallagher Fiduciary Advisors, an estimated $201M sold.

Based on aggregated 13F filings for Q4 2021.