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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
CICI
901
Capital Investment Counsel Inc
North Carolina
$462K -$18.8K -250 -4%
CWAG
902
Compton Wealth Advisory Group
Virginia
$460K +$35.9K +477 +9%
AFG
903
Alterity Financial Group
Maine
$460K +$440K +5,850 New
FG
904
Fiduciary Group
Georgia
$459K +$12.9K +172 +3%
LWCFA
905
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$458K
LFA
906
Legacy Financial Advisors
Kentucky
$458K +$18.2K +242 +4%
RWA
907
Ropes Wealth Advisors
Massachusetts
$457K -$730K -9,699 -63%
FEM
908
Fulcrum Equity Management
Texas
$456K +$3.54K +47 +0.8%
RB
909
Renasant Bank
Mississippi
$455K -$146K -1,947 -25%
CWM
910
Congress Wealth Management
Massachusetts
$455K +$436K +5,794 New
TFA
911
Triad Financial Advisors
North Carolina
$454K +$435K +5,783 New
PL
912
Pluribus Labs
California
$454K +$435K +5,784 New
FCCM
913
First City Capital Management
Georgia
$453K -$22.6K -300 -5%
ACP
914
Aveo Capital Partners
Colorado
$453K -$16.6K -220 -4%
BWM
915
Birchcreek Wealth Management
Ohio
$452K
HI
916
Horizon Investments
North Carolina
$451K +$38.7K +514 +10%
TL
917
Tradewinds LLC
North Carolina
$450K +$721K +9,578 New
FLPIM
918
F.L. Putnam Investment Management
Massachusetts
$450K -$34.4K -457 -7%
KFGK
919
Keystone Financial Group (Kentucky)
Kentucky
$448K -$978 -13 -0.2%
ZIC
920
ZWJ Investment Counsel
Georgia
$444K
ONST
921
Old North State Trust
North Carolina
$444K +$52.1K +693 +14%
BWFA
922
Baltimore-Washington Financial Advisors
Maryland
$443K -$265K -3,528 Closed
CC
923
Chicago Capital
Illinois
$443K -$7.52K -100 -2%
DY
924
Dowling & Yahnke
California
$442K -$2.71K -36 -0.6%
XT
925
XTX Topco
Cayman Islands
$441K -$528K -7,017 -56%

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.