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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
APW
951
Austin Private Wealth
Texas
$405K +$23.2K +319 +6%
PWMAG
952
Pinnacle Wealth Management Advisory Group
New Jersey
$401K -$9.08K -125 -2%
FMT
953
First Mercantile Trust
Tennessee
$400K -$27.4K -377 -7%
ICP
954
Interchange Capital Partners
Pennsylvania
$400K -$11.9K -164 -3%
DI
955
DAGCO Inc
Ohio
$398K -$23.6K -325 -6%
WorldQuant Millennium Advisors
956
WorldQuant Millennium Advisors
New York
$398K
LFA
957
Legacy Financial Advisors
Kentucky
$398K +$99K +1,363 +35%
WF
958
Welch & Forbes
Massachusetts
$397K +$10.6K +146 +3%
JWM
959
Jupiter Wealth Management
Colorado
$395K +$363K +5,000 New
CAM
960
Cypress Asset Management
Texas
$393K -$25.4K -350 -6%
ACP
961
Aveo Capital Partners
Colorado
$393K +$376K +5,172 New
MAM
962
Marotta Asset Management
Virginia
$392K +$97.3K +1,339 +35%
RM
963
Resource Management
Louisiana
$389K +$1.16K +16 +0.3%
ONST
964
Old North State Trust
North Carolina
$387K
PWA
965
Physician Wealth Advisors
Utah
$387K +$145 +2 +0%
Fisher Asset Management
966
Fisher Asset Management
Washington
$387K +$44K +606 +14%
KPW
967
Kore Private Wealth
New York
$386K -$21.1K -291 -5%
PTC
968
Philadelphia Trust Company
Pennsylvania
$382K -$74.3K -1,023 -17%
HSA
969
Hussman Strategic Advisors
Maryland
$380K
JWBC
970
John W. Bristol & Co
New York
$380K
KFS
971
Kurt F. Somerville
$380K
CWS
972
Cypress Wealth Services
California
$379K -$72.3K -995 -17%
PIA
973
Pinion Investment Advisors
Kansas
$379K +$10.7K +147 +3%
SFP
974
Sandbox Financial Partners
Maryland
$379K +$25.5K +351 +8%
GI
975
Gradient Investments
Minnesota
$379K +$43.6K +600 +14%

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.