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Dominion Energy
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Overview Fund Activity

1,443 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, 530 increasing their positions, 626 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,443
Holders Change
-19
Holders Change %
-1.3%
% of All Funds
25.41%
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
530
Reduced
626
Closed
112
Calls
$177M
Puts
$200M
Net Calls
-$22.9M
Net Calls Change
+$6.91M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$804M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$240M
3
Boston Partners
Boston Partners
Massachusetts
+$239M
4
Bank of America
Bank of America
North Carolina
+$143M
5
Norges Bank
Norges Bank
Norway
+$142M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$568M
2
Millennium Management
Millennium Management
New York
-$172M
3
MWNA
Marshall Wace North America
New York
-$83.8M
4
State Street
State Street
Massachusetts
-$81M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$71.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
601
Chickasaw Capital Management
Tennessee
$1.29M – – –
BHBT
602
Burke & Herbert Bank & Trust
Virginia
$1.28M -$1.82K -24 -0.1%
FFA
603
Founders Financial Alliance
North Carolina
$1.27M -$35.5K -461 -3%
LKIM
604
Lawson Kroeker Investment Management
Nebraska
$1.27M -$19K -250 -1%
JWM
605
Jeppson Wealth Management
California
$1.27M +$850K +11,194 +202%
BUB
606
BBVA USA Bancshares
Texas
$1.27M +$304K +4,004 +32%
BSA
607
Bull Street Advisors
Georgia
$1.25M +$24.4K +321 +2%
MHC
608
Meyer Handelman Company
New York
$1.25M – – –
MFG
609
MidWestOne Financial Group
Iowa
$1.24M -$2.51K -33 -0.2%
BFA
610
Benedict Financial Advisors
Georgia
$1.23M -$384K -5,057 -24%
PWM
611
PBMares Wealth Management
Virginia
$1.23M -$174K -2,291 -12%
Rafferty Asset Management
612
Rafferty Asset Management
New York
$1.22M -$202K -2,658 -14%
CTA
613
Chesley Taft & Associates
Illinois
$1.21M -$3.82K -50 -0.3%
Jacobs Levy Equity Management
614
Jacobs Levy Equity Management
New Jersey
$1.21M +$1.21M +15,883 New
EM
615
Excalibur Management
Massachusetts
$1.21M +$192K +2,530 +19%
JIP
616
JBJ Investment Partners
South Carolina
$1.2M -$298K -3,917 -20%
VIA
617
Vident Investment Advisory
Georgia
$1.2M +$237K +3,122 +25%
LNC
618
Lincoln National Corp
Pennsylvania
$1.2M -$145K -1,913 -11%
XF
619
XML Financial
Maryland
$1.2M -$46.5K -612 -4%
ClearBridge Investments
620
ClearBridge Investments
New York
$1.2M +$7.59K +100 +0.6%
TWA
621
TCI Wealth Advisors
Arizona
$1.19M +$1.52K +20 +0.1%
BEC
622
Blue Edge Capital
Virginia
$1.19M – – –
DBRC
623
D.B. Root & Company
Pennsylvania
$1.19M +$39.3K +517 +3%
MSAM
624
Moloney Securities Asset Management
Missouri
$1.17M -$343K -4,509 -23%
PT
625
Plimoth Trust
Massachusetts
$1.16M -$293K -3,853 -20%
23 24
25
26 27