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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
MCM
1201
MV Capital Management
Maryland
$137K +$5.26K +69 +4%
OIA
1202
Optimum Investment Advisors
Illinois
$134K -$30.5K -400 -18%
FFC
1203
First Financial Corp
Indiana
$132K
PSB
1204
Piscataqua Savings Bank
New Hampshire
$129K -$9.53K -125 -7%
HIA
1205
Harbor Investment Advisory
Maryland
$129K
ADL
1206
Asset Dedication LLC
California
$120K +$35.4K +464 +39%
RAM
1207
Riggs Asset Management
Pennsylvania
$118K
IBOK
1208
Independence Bank of Kentucky
Kentucky
$117K +$2.67K +35 +2%
CG
1209
Cutler Group
California
$117K +$123K +1,615 New
VCM
1210
Vigilant Capital Management
Maine
$116K +$9.84K +129 +9%
SIS
1211
Sound Income Strategies
Florida
$116K +$35.7K +468 +42%
IFA
1212
Interactive Financial Advisors
Illinois
$116K +$45.8K +600 +61%
BCP
1213
Blue Chip Partners
Michigan
$113K -$15.9K -208 -12%
PMFA
1214
Plante Moran Financial Advisors
Michigan
$112K
BWA
1215
BDO Wealth Advisors
Florida
$108K
GI
1216
Gradient Investments
Minnesota
$106K -$34.2K -448 -24%
MMG
1217
Monetary Management Group
Missouri
$106K
SWA
1218
Sutton Wealth Advisors
Florida
$104K +$1.68K +22 +2%
FWM
1219
Focused Wealth Management
New York
$103K +$915 +12 +0.9%
CWP
1220
Concord Wealth Partners
Virginia
$101K -$96.3K -1,263 -48%
AL
1221
ADE LLC
Maryland
$100K
AWA
1222
Arkadios Wealth Advisors
Georgia
$97K -$85K -1,115 -45%
CFFP
1223
Center for Financial Planning
Michigan
$97K
BCA
1224
Bray Capital Advisors
Florida
$97K +$76 +1 +0.1%
MIFH
1225
Migdal Insurance & Financial Holdings
Israel
$97K +$534 +7 +0.5%

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.