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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
CG
1126
Caprock Group
Idaho
$225K
GWAG
1127
Garrett Wealth Advisory Group
Texas
$225K +$1.98K +26 +0.8%
EWA
1128
EP Wealth Advisors
California
$224K -$125K -1,634 -35%
GJIC
1129
Gamble Jones Investment Counsel
California
$224K +$5.03K +66 +2%
BAM
1130
Berkshire Asset Management
Pennsylvania
$224K +$234K +3,064 New
CM
1131
Columbus Macro
Pennsylvania
$224K +$234K +3,066 New
CWP
1132
Curated Wealth Partners
California
$223K +$5.95K +78 +3%
CGA
1133
Crescent Grove Advisors
Illinois
$221K +$231K +3,030 New
MCG
1134
McCollum Christoferson Group
New York
$220K -$22.9K -300 -9%
KWM
1135
Keebeck Wealth Management
Illinois
$220K -$7.4K -97 -3%
RCWMU
1136
Rothschild & Co Wealth Management (UK)
United Kingdom
$220K
DLA
1137
Douglas Lane & Associates
New York
$220K +$3.74K +49 +2%
AWM
1138
Accurate Wealth Management
Florida
$219K -$10.5K -138 -4%
FNBOO
1139
First National Bank of Omaha
Nebraska
$219K
CCA
1140
Childress Capital Advisors
Texas
$219K +$231K +3,025 New
BFA
1141
Beaumont Financial Advisors
Massachusetts
$218K -$73.4K -963 -24%
AC
1142
Addison Capital
Pennsylvania
$217K -$15.5K -203 -6%
NRS
1143
Neville Rodie & Shaw
New York
$217K +$381 +5 +0.2%
MCM
1144
MAI Capital Management
Ohio
$217K +$5.49K +72 +2%
EFS
1145
Essex Financial Services
Connecticut
$216K +$225K +2,953 New
BAM
1146
Barrett Asset Management
New York
$215K -$1.6K -21 -0.7%
BFC
1147
Bedel Financial Consulting
Indiana
$215K
VCAM
1148
Van Cleef Asset Management
Ohio
$215K
NL
1149
NWAM LLC
Washington
$215K +$8.31K +109 +4%
KFP
1150
KMG Fiduciary Partners
Ohio
$214K -$1.52K -20 -0.7%

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.