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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
TCM
1276
Tradewinds Capital Management
Washington
$120K +$944 +13 +0.8%
PMFA
1277
Plante Moran Financial Advisors
Michigan
$118K -$9.22K -127 -8%
TIM
1278
Thornburg Investment Management
New Mexico
$118K
CI
1279
CX Institutional
Indiana
$114K +$654 +9 +0.6%
AWC
1280
Abundance Wealth Counselors
Pennsylvania
$114K +$109K +1,507 New
BWA
1281
BDO Wealth Advisors
Florida
$112K
LAS
1282
Lloyd Advisory Services
Georgia
$109K -$5.38K -74 -5%
CFO
1283
CVA Family Office
Colorado
$108K +$58.1K +800 +128%
SWA
1284
Sutton Wealth Advisors
Florida
$106K -$3.78K -52 -4%
FWM
1285
Focused Wealth Management
New York
$106K +$872 +12 +0.9%
AL
1286
ADE LLC
Maryland
$104K -$19.2K -264 -16%
MMG
1287
Monetary Management Group
Missouri
$103K +$18.2K +250 +23%
RWB
1288
RMR Wealth Builders
New Jersey
$102K +$91K +1,253 +1,333%
CFFP
1289
Center for Financial Planning
Michigan
$101K +$27.2K +375 +39%
PA
1290
Perennial Advisors
New York
$99K -$26.1K -359 -22%
AWM
1291
Avior Wealth Management
Nebraska
$98K +$218 +3 +0.2%
PG
1292
Proffitt & Goodson
Tennessee
$97K
FHA
1293
First Horizon Advisors
Tennessee
$97K +$2.76K +38 +3%
FDCDDQ
1294
Federation des caisses Desjardins du Quebec
Quebec, Canada
$96.4K -$105K -1,452 -53%
SIM
1295
Sonora Investment Management
Arizona
$96K +$3.71K +51 +4%
CH
1296
Canton Hathaway
Rhode Island
$95K +$14.5K +200 +19%
PHK
1297
Point72 Hong Kong
Hong Kong
$92K -$1.78M -24,551 -95%
AP
1298
Atwood & Palmer
Missouri
$90K +$13.7K +189 +19%
APW
1299
Acima Private Wealth
Virginia
$89K +$36.3K +500 +74%
RE
1300
RBC Europe
United Kingdom
$88.5K

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.