D icon

Dominion Energy
D

Overview Fund Activity

1,424 hedge funds and large institutions have $46B invested in Dominion Energy in 2020 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 535 increasing their positions, 552 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,424
Holders Change
+31
Holders Change %
+2.23%
% of All Funds
29.27%
Holding in Top 10
28
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-24.32%
% of All Funds
0.58%
New
127
Increased
535
Reduced
552
Closed
83
Calls
$364M
Puts
$198M
Net Calls
+$166M
Net Calls Change
+$82.7M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$747M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$402M
3
Charles Schwab
Charles Schwab
California
+$289M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$286M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$227M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$644M
2
Invesco
Invesco
Georgia
-$242M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$151M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$133M
5
Prudential Financial
Prudential Financial
New Jersey
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPC
576
Waters Parkerson & Co
Louisiana
$1.64M -$22.7K -280 -1%
SWM
577
SeaCrest Wealth Management
New York
$1.64M +$315K +3,877 +24%
CNFG
578
Creegan & Nassoura Financial Group
New Hampshire
$1.63M – – –
RIL
579
Rothschild Investment LLC
Illinois
$1.63M – – –
OAM
580
Optimal Asset Management
California
$1.63M -$1.67M -20,613 -51%
EWM
581
Evermay Wealth Management
Virginia
$1.61M +$64.9K +800 +4%
BMO
582
Beck Mack & Oliver
New York
$1.6M – – –
AF
583
Aldebaran Financial
$1.6M -$1.03M -12,746 -39%
WCM
584
Whitener Capital Management
North Carolina
$1.59M -$105K -1,292 -6%
BBHC
585
Brown Brothers Harriman & Co
New York
$1.59M -$897K -11,056 -36%
BDS
586
Banco de Sabadell
Florida
$1.59M +$1.59M +19,601 New
BC
587
Bartlett & Co
Ohio
$1.58M -$8.36K -103 -0.5%
BCWM
588
Bartlett & Co Wealth Management
Ohio
$1.58M -$8.36K -103 -0.5%
WS
589
Wedbush Securities
California
$1.57M -$4.71K -58 -0.3%
TNB
590
TCF National Bank
South Dakota
$1.56M – – –
PMG
591
ProVise Management Group
Florida
$1.55M +$9.5K +117 +0.6%
LAIC
592
Lederer & Associates Investment Counsel
California
$1.54M -$11.6K -143 -0.7%
MIP
593
Marietta Investment Partners
Wisconsin
$1.53M – – –
FNBT
594
FineMark National Bank & Trust
Florida
$1.53M +$217K +2,670 +17%
CK
595
Cohen Klingenstein
New York
$1.52M – – –
AFAS
596
Acorn Financial Advisory Services
Virginia
$1.52M +$1.11M +13,701 +274%
SYBT
597
Stock Yards Bank & Trust
Kentucky
$1.52M -$59.6K -735 -4%
CAM
598
Columbia Asset Management
Michigan
$1.51M +$248K +3,050 +20%
CNC
599
Canandaigua National Corp
New York
$1.5M +$1.5M +18,511 New
HCA
600
Horan Capital Advisors
Ohio
$1.5M +$8.93K +110 +0.6%
22 23
24
25 26