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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
EWM
1151
EPG Wealth Management
Georgia
$249K -$55.6K -765 -19%
RWI
1152
Red Wave Investments
Pennsylvania
$249K +$6.17K +85 +3%
QIM
1153
Quantitative Investment Management
Virginia
$249K +$239K +3,290 New
EWM
1154
Executive Wealth Management
Michigan
$248K -$4.39M -60,396 -95%
WP
1155
WealthShield Partners
North Carolina
$248K -$7.05K -97 -3%
RT
1156
Rockland Trust
Massachusetts
$248K
IIC
1157
Ironwood Investment Counsel
Arizona
$248K +$237K +3,265 New
MWM
1158
Modera Wealth Management
New Jersey
$247K -$9.66K -133 -4%
GTAM
1159
Global Trust Asset Management
Florida
$246K -$39.6K -545 -14%
MMHP
1160
Murphy Middleton Hinkle & Parker
Georgia
$246K
BC
1161
Barnett & Company
Tennessee
$245K
YIA
1162
YHB Investment Advisors
Connecticut
$244K -$36.5K -503 -14%
APP
1163
Alpha Paradigm Partners
Illinois
$244K +$233K +3,214 New
PHS
1164
Pekin Hardy Strauss
Illinois
$243K
ASBI
1165
American State Bank (Iowa)
Iowa
$241K +$6.17K +85 +3%
MA
1166
MJP Associates
Connecticut
$241K -$53.3K -734 -19%
IC
1167
Inverness Counsel
New York
$241K -$31K -427 -12%
CHA
1168
Carmichael Hill & Associates
Maryland
$241K +$291 +4 +0.1%
MOS
1169
MGO One Seven
Ohio
$241K +$35.2K +484 +18%
CS
1170
Comerica Securities
Michigan
$240K -$51K -702 -18%
EHWM
1171
Eads & Heald Wealth Management
Georgia
$240K
MCM
1172
McMillion Capital Management
North Carolina
$240K
PAM
1173
Private Asset Management
California
$239K
SIAP
1174
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$239K +$218 +3 +0.1%
MIM
1175
MTM Investment Management
South Carolina
$239K +$33.9K +467 +17%

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.