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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
LB
1376
Legacy Bridge
Iowa
$19K
PWMG
1377
Prestige Wealth Management Group
New Jersey
$19K +$5.52K +76 +46%
NFSG
1378
Newbridge Financial Services Group
Florida
$19K +$8.28K +114 +80%
AIG
1379
American International Group
New York
$18.1K -$2.32M -32,003 -12%
MF
1380
Manchester Financial
California
$18K
MFT
1381
Moisand Fitzgerald Tamayo
Florida
$18K
WLPWM
1382
Walled Lake Planning & Wealth Management
Illinois
$17K +$73 +1 +0.4%
BCM
1383
Bourgeon Capital Management
Connecticut
$16K
PFA
1384
Professional Financial Advisors
Nebraska
$16K
WIM
1385
Westside Investment Management
California
$16K +$15.3K +210 New
KFS
1386
Kelly Financial Services
Massachusetts
$15.7K +$145 +2 +1%
TFIPS
1387
Towarzystwo Funduszy Inwestycyjnych PZU SA
$15.2K
COCM
1388
Charter Oak Capital Management
New Hampshire
$15K
FPB
1389
First PREMIER Bank
South Dakota
$15K
KPCM
1390
Kings Point Capital Management
New York
$15K
TAIM
1391
TD Ameritrade Investment Management
Nebraska
$15K
SC
1392
Solstein Capital
California
$15K +$14.5K +200 New
WWMSC
1393
Wagner Wealth Management (South Carolina)
South Carolina
$15K +$14.5K +200 New
APWA
1394
Atlas Private Wealth Advisors
New Jersey
$15K +$14.6K +201 New
RA
1395
Resolute Advisors
California
$15K +$17.4K +239 New
CIA
1396
CSat Investment Advisory
Michigan
$14K +$4.36K +60 +47%
RWML
1397
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$13.3K +$1.09K +15 +9%
ARMC
1398
American Research & Management Company
Massachusetts
$13K -$21.8K -300 -64%
AJ
1399
Ashburton (Jersey)
Jersey
$13K
SJIM
1400
St. Johns Investment Management
Florida
$13K

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.