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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
WIC
1151
Whitegate Investment Counselors
New Hampshire
$214K +$224K +2,933 New
RWM
1152
Ritholtz Wealth Management
New York
$213K -$7.4K -97 -3%
CAL
1153
Capital Advisors Ltd
Ohio
$212K -$4.8K -63 -2%
IC
1154
Intersect Capital
California
$212K -$4.5K -59 -2%
CAL
1155
Capital Analysts LLC
Pennsylvania
$212K +$2.36K +31 +1%
GTAM
1156
Global Trust Asset Management
Florida
$211K -$19.1K -250 -8%
MSWMA
1157
Market Street Wealth Management Advisors
Indiana
$211K +$220K +2,888 New
EWM
1158
EPG Wealth Management
Georgia
$210K -$8.01K -105 -4%
CPSAC
1159
Chas P. Smith & Associates (CPS)
Florida
$210K
DSC
1160
Duncker Streett & Co
Missouri
$210K
T
1161
TOBAM
France
$210K
MWM
1162
MBE Wealth Management
Wisconsin
$208K
MHR
1163
Matthew Hamilton Rosenberg
$207K -$9.38K -123 -4%
ACM
1164
Advisors Capital Management
New Jersey
$206K -$20.1K -264 -9%
CI
1165
CX Institutional
Indiana
$206K +$11.9K +156 +6%
NW
1166
NewEdge Wealth
Pennsylvania
$205K -$13K -171 -6%
CWM
1167
Cabot Wealth Management
Massachusetts
$205K
MPW
1168
Monterey Private Wealth
California
$205K +$1.07K +14 +0.5%
BEAM
1169
Baker Ellis Asset Management
Washington
$203K -$57.7K -757 -21%
RIA
1170
Regal Investment Advisors
Michigan
$203K -$6.94K -91 -3%
RAM
1171
Roanoke Asset Management
New Jersey
$202K +$211K +2,762 New
ClearBridge Investments
1172
ClearBridge Investments
New York
$200K -$983K -12,893 -82%
CAM
1173
Campion Asset Management
Virginia
$200K
GKWIM
1174
Gerber Kawasaki Wealth & Investment Management
California
$194K +$203K +2,657 New
AWM
1175
Atticus Wealth Management
Florida
$192K +$8.01K +105 +4%

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.