We are live on ! Find out more
D icon

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
EWM
701
Evermay Wealth Management
Virginia
$884K -$70.1K -965 -8%
HDIM
702
Hanson & Doremus Investment Management
Vermont
$874K +$89.3K +1,229 +12%
CAM
703
Cresset Asset Management
Illinois
$864K +$78.7K +1,083 +11%
KFC
704
Klingenstein Fields & Co
New York
$861K
CWM
705
Campbell Wealth Management
Virginia
$860K -$52K -716 -6%
CPO
706
Cerity Partners OCIO
New York
$856K +$819K +11,274 New
BC
707
Bartlett & Co
Ohio
$855K -$168K -2,319 -17%
BCWM
708
Bartlett & Co Wealth Management
Ohio
$855K -$168K -2,319 -17%
AIP
709
Ameritas Investment Partners
Nebraska
$851K -$52.3K -720 -6%
GLA
710
Good Life Advisors
Pennsylvania
$850K +$30.9K +426 +4%
CT
711
Cambridge Trust
Massachusetts
$848K +$225K +3,098 +38%
APA
712
American Portfolios Advisors
New York
$847K +$19.9K +274 +3%
AW
713
ACG Wealth
Georgia
$846K -$33.7K -464 -4%
FAIM
714
Financial Advocates Investment Management
Washington
$845K -$102K -1,400 -11%
DP
715
Dearborn Partners
Illinois
$845K +$112K +1,545 +16%
KM
716
Kalos Management
Georgia
$841K +$145 +2 +0%
AWM
717
Adams Wealth Management
Utah
$837K +$109K +1,506 +16%
WT
718
Whittier Trust
California
$836K +$799K +11,003 New
FIM
719
Fruth Investment Management
Texas
$834K -$8.72K -120 -1%
NIA
720
Northstar Investment Advisors
Colorado
$833K -$4.76M -65,532 -86%
PPW
721
Parcion Private Wealth
Washington
$824K -$4.58K -63 -0.6%
Cerity Partners
722
Cerity Partners
New York
$814K -$65.8K -906 -8%
RI
723
Ridgewood Investments
New Jersey
$813K +$309K +4,252 +66%
BA
724
BCM Advisors
Louisiana
$810K
ZCM
725
Ziegler Capital Management
Illinois
$805K +$52.3K +720 +7%

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.