We are live on ! Find out more
D icon

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
HI
1201
Hudock Inc
Pennsylvania
$223K +$73 +1 +0%
MMM
1202
Mendel Money Management
Illinois
$223K +$14.5K +200 +7%
MPW
1203
Monterey Private Wealth
California
$221K +$944 +13 +0.5%
CI Investments Inc
1204
CI Investments Inc
Ontario, Canada
$220K -$226K -3,106 -52%
CWM
1205
Cabot Wealth Management
Massachusetts
$220K -$145 -2 -0.1%
WAM
1206
Weatherly Asset Management
California
$220K +$211K +2,900 New
DLA
1207
Douglas Lane & Associates
New York
$219K -$61K -840 -23%
IC
1208
Intersect Capital
California
$219K +$209K +2,877 New
T
1209
TOBAM
France
$218K -$4.52M -62,254 -96%
LWM
1210
Liberty Wealth Management
California
$217K
MWM
1211
MBE Wealth Management
Wisconsin
$217K
ED
1212
Exane Derivatives
France
$216K +$32.1K +442 +18%
CG
1213
Caprock Group
Idaho
$215K -$11.3K -155 -5%
IAIM
1214
International Assets Investment Management
Florida
$215K +$210K +2,887 New
BBNA
1215
Bremer Bank National Association
Minnesota
$214K -$22.4K -309 -10%
CWP
1216
Concord Wealth Partners
Virginia
$214K +$1.74K +24 +0.9%
BAM
1217
Berkshire Asset Management
Pennsylvania
$214K +$205K +2,822 New
AC
1218
Addison Capital
Pennsylvania
$213K +$7.12K +98 +4%
KTM
1219
Keeler Thomas Management
Utah
$212K -$597K -8,214 -75%
CPA
1220
Court Place Advisors
Maryland
$212K
MHR
1221
Matthew Hamilton Rosenberg
$212K +$55.1K +759 +37%
MWPCG
1222
Measured Wealth Private Client Group
New Hampshire
$209K -$9.3K -128 -4%
BFC
1223
Bedel Financial Consulting
Indiana
$209K
CWP
1224
Curated Wealth Partners
California
$209K +$200K +2,749 New
M
1225
MOTCO
Texas
$208K -$32.5K -447 -14%

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.