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Dominion Energy

1,485 hedge funds and large institutions have $43.5B invested in Dominion Energy in 2021 Q4 according to their latest regulatory filings, with 211 funds opening new positions, 509 increasing their positions, 562 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 211 | Existing positions closed: 74

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

10% more capital invested

Capital invested by funds: $39.7B → $43.5B (+$3.84B)

8% more funds holding

Funds holding: 1,3741,485 (+111)

1.15% more ownership

Funds ownership: 67.41%68.55% (+1.1%)

6% less call options, than puts

Call options by funds: $247M | Put options by funds: $262M

9% less repeat investments, than reductions

Existing positions increased: 509 | Existing positions reduced: 562

Holders
1,485
Holders Change
+111
Holders Change %
+8.08%
% of All Funds
22.85%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
211
Increased
509
Reduced
562
Closed
74
Calls
$247M
Puts
$262M
Net Calls
-$15.3M
Net Calls Change
+$47.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
1151
Pinnacle Wealth Planning Services
Ohio
$251K +$241K +3,201 New
ASBI
1152
American State Bank (Iowa)
Iowa
$250K
EFSCE
1153
Enterprise Financial Services Corp (EFSC)
Missouri
$248K +$5.79K +77 +2%
MIM
1154
MTM Investment Management
South Carolina
$247K
CWP
1155
Curated Wealth Partners
California
$247K +$5.12K +68 +2%
CWP
1156
Concord Wealth Partners
Virginia
$247K +$132K +1,753 +126%
DT
1157
Diversified Trust
Tennessee
$245K -$31.4K -417 -12%
FPS
1158
Fieldpoint Private Securities
Connecticut
$245K -$8.05K -107 -3%
GWAG
1159
Garrett Wealth Advisory Group
Texas
$245K +$1.96K +26 +0.8%
CGA
1160
Crescent Grove Advisors
Illinois
$245K +$6.55K +87 +3%
CCA
1161
Childress Capital Advisors
Texas
$245K +$7.22K +96 +3%
MM
1162
MQS Management
New York
$245K +$235K +3,123 New
VBCG
1163
Valley Brook Capital Group
Pennsylvania
$244K -$15K -200 -6%
DWA
1164
Douglass Winthrop Advisors
New York
$244K
IIC
1165
Ironwood Investment Counsel
Arizona
$243K -$828 -11 -0.4%
LOAMS
1166
Lombard Odier Asset Management (Switzerland)
Switzerland
$243K +$232K +3,087 New
CFP
1167
Curran Financial Partners
South Carolina
$242K -$12.6K -167 -5%
ISB
1168
Iowa State Bank
Iowa
$241K -$205K -2,720 -47%
AWM
1169
Accurate Wealth Management
Florida
$241K +$9.4K +125 +4%
EWA
1170
EP Wealth Advisors
California
$240K -$752 -10 -0.3%
BFA
1171
Beaumont Financial Advisors
Massachusetts
$239K +$3.99K +53 +2%
NL
1172
NWAM LLC
Washington
$239K +$7.75K +103 +3%
PCM
1173
Pennsylvania Capital Management
Pennsylvania
$238K
CAL
1174
Capital Advisors Ltd
Ohio
$238K +$9.71K +129 +4%
TI
1175
TTP Investments
California
$237K +$227K +3,019 New

D Hedge Fund Activity: Q4 2021 in Review

1,485 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q4 2021, worth a combined $43.5B — up 9.7% from $39.7B a quarter earlier.

Buyers outnumbered sellers: 211 funds opened new D positions and 74 closed out — a net gain of 137 holders — while 509 added to existing stakes and 562 trimmed.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), adding an estimated $292M. The largest seller was Gallagher Fiduciary Advisors, exiting entirely with an estimated $201M sold.

  • 1,485 institutional investors held Dominion Energy (D) as of Q4 2021, up from 1,374 in Q3 2021.
  • Funds reported $43.5B of Dominion Energy stock for Q4 2021, up 9.7% quarter-over-quarter.
  • 211 funds opened new Dominion Energy positions in Q4 2021 and 74 closed out, a net change of +137 holders.
  • The largest Dominion Energy buyer in Q4 2021 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $292M added.
  • The largest Dominion Energy seller in Q4 2021 was Gallagher Fiduciary Advisors, an estimated $201M sold.

Based on aggregated 13F filings for Q4 2021.