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Dominion Energy

1,374 hedge funds and large institutions have $39.7B invested in Dominion Energy in 2021 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 552 increasing their positions, 531 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 552 | Existing positions reduced: 531

0.64% more ownership

Funds ownership: 66.77%67.41% (+0.64%)

0% more capital invested

Capital invested by funds: $39.5B → $39.7B (+$123M)

4% less funds holding

Funds holding: 1,4331,374 (-59)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

26% less call options, than puts

Call options by funds: $178M | Put options by funds: $241M

32% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 103

Holders
1,374
Holders Change
-59
Holders Change %
-4.12%
% of All Funds
24.05%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
70
Increased
552
Reduced
531
Closed
103
Calls
$178M
Puts
$241M
Net Calls
-$63.1M
Net Calls Change
+$22M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
951
CGN Advisors
Kansas
$358K +$22.8K +299 +7%
AIS
952
AM Investment Strategies
Tennessee
$358K +$37.4K +491 +11%
BW
953
Bison Wealth
Georgia
$357K -$11.4K -150 -3%
PA
954
Parallel Advisors
California
$357K +$59.9K +785 +19%
S
955
SignatureFD
Georgia
$355K +$57.6K +755 +18%
PIFP
956
Partners in Financial Planning
Virginia
$354K -$52.4K -687 -12%
FHA
957
Flagship Harbor Advisors
Massachusetts
$354K
PWA
958
Phoenix Wealth Advisors
North Carolina
$352K -$1.91M -25,040 -84%
FCFC
959
First Commonwealth Financial Corp
Pennsylvania
$351K -$66.5K -872 -15%
MWM
960
Minot Wealth Management
Massachusetts
$351K -$39.8K -522 -10%
AC
961
Allstate Corporation
Illinois
$349K
AL
962
Aspiriant LLC
California
$348K
TCA
963
Transcend Capital Advisors
New Jersey
$347K -$178K -2,328 -34%
MC
964
Middleton & Co
Massachusetts
$347K
GVAG
965
Great Valley Advisor Group
Delaware
$346K +$915 +12 +0.3%
WTB
966
Washington Trust Bank
Washington
$345K -$57.3K -751 -14%
SIC
967
SFE Investment Counsel
California
$345K -$9.15K -120 -2%
MRCM
968
M&R Capital Management
New Jersey
$343K
ICP
969
Interchange Capital Partners
Pennsylvania
$339K -$42.7K -560 -11%
NFG
970
Nadler Financial Group
Illinois
$339K
SAM
971
Sawgrass Asset Management
Florida
$339K +$5.34K +70 +2%
MPI
972
Mairs & Power Inc
Minnesota
$338K
WPW
973
Waldron Private Wealth
Pennsylvania
$338K +$118K +1,550 +50%
CBN
974
Cadence Bank NA
Texas
$337K
JF
975
Jump Financial
Illinois
$336K -$107K -1,398 -23%

D Hedge Fund Activity: Q3 2021 in Review

1,374 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q3 2021, worth a combined $39.7B — up 0.31% from $39.5B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of D and 70 opened new positions — a net loss of 33 holders — while 531 trimmed existing stakes and 552 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $394M. The largest seller was D.E. Shaw & Co, cutting an estimated $131M.

  • 1,374 institutional investors held Dominion Energy (D) as of Q3 2021, down from 1,433 in Q2 2021.
  • Funds reported $39.7B of Dominion Energy stock for Q3 2021, up 0.31% quarter-over-quarter.
  • 70 funds opened new Dominion Energy positions in Q3 2021 and 103 closed out, a net change of -33 holders.
  • The largest Dominion Energy buyer in Q3 2021 was T. Rowe Price Associates, an estimated $394M added.
  • The largest Dominion Energy seller in Q3 2021 was D.E. Shaw & Co, an estimated $131M sold.

Based on aggregated 13F filings for Q3 2021.