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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
TWM
1226
TriaGen Wealth Management
California
$208K -$21.8K -300 -10%
CAM
1227
Campion Asset Management
Virginia
$208K +$199K +2,743 New
BP
1228
Ballentine Partners
Massachusetts
$207K -$78.2K -1,076 -28%
MMA
1229
Miracle Mile Advisors
California
$206K -$218 -3 -0.1%
YWP
1230
YorkBridge Wealth Partners
New York
$205K
DE
1231
Day & Ennis
Georgia
$205K +$145 +2 +0.1%
WIC
1232
Whitegate Investment Counselors
New Hampshire
$204K +$195K +2,683 New
CPSAC
1233
Chas P. Smith & Associates (CPS)
Florida
$203K
NHC
1234
Nicholas Hoffman & Company
Georgia
$203K +$194K +2,670 New
WPP
1235
Whalerock Point Partners
Rhode Island
$203K -$291K -4,000 -60%
SWP
1236
Summit Wealth Partners
Florida
$202K +$193K +2,663 New
CAM
1237
Covenant Asset Management
New Jersey
$202K -$15.8K -218 -8%
GKWIM
1238
Gerber Kawasaki Wealth & Investment Management
California
$201K -$363 -5 -0.2%
ACM
1239
Advisors Capital Management
New Jersey
$200K -$83.6K -1,151 -30%
CAL
1240
Capital Analysts LLC
Pennsylvania
$195K +$17.1K +235 +10%
LWANC
1241
Laurel Wealth Advisors (North Carolina)
North Carolina
$194K -$18.2K -250 -9%
OIA
1242
Optimum Investment Advisors
Illinois
$194K -$10.9K -150 -6%
CWC
1243
Carolinas Wealth Consulting
North Carolina
$194K -$1.96K -27 -1%
AWM
1244
Atticus Wealth Management
Florida
$192K +$2.54K +35 +1%
AWA
1245
Arkadios Wealth Advisors
Georgia
$190K +$3.63K +50 +2%
EW
1246
Evoke Wealth
California
$188K +$2.62K +36 +1%
BCP
1247
Blue Chip Partners
Michigan
$185K -$73.2K -1,008 -29%
QCG
1248
Quadrant Capital Group
Ohio
$185K +$54.7K +753 +45%
AII
1249
AGF Investments Inc
Ontario, Canada
$184K -$291 -4 -0.2%
BCA
1250
Berman Capital Advisors
Georgia
$183K +$12.9K +178 +8%

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.