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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 %
CAM
701
Cresset Asset Management
Illinois
$864K +$82.3K +1,083 +11%
KFC
702
Klingenstein Fields & Co
New York
$861K – – –
CWM
703
Campbell Wealth Management
Virginia
$860K -$54.4K -716 -6%
CPO
704
Cerity Partners OCIO
New York
$856K +$856K +11,274 New
BC
705
Bartlett & Co
Ohio
$855K -$176K -2,319 -17%
BCWM
706
Bartlett & Co Wealth Management
Ohio
$855K -$176K -2,319 -17%
AIP
707
Ameritas Investment Partners
Nebraska
$851K -$54.7K -720 -6%
GLA
708
Good Life Advisors
Pennsylvania
$850K +$32.4K +426 +4%
CT
709
Cambridge Trust
Massachusetts
$848K +$235K +3,098 +38%
APA
710
American Portfolios Advisors
New York
$847K +$20.8K +274 +3%
AW
711
ACG Wealth
Georgia
$846K -$35.2K -464 -4%
FAIM
712
Financial Advocates Investment Management
Washington
$845K -$106K -1,400 -11%
DP
713
Dearborn Partners
Illinois
$845K +$117K +1,545 +16%
KM
714
Kalos Management
Georgia
$841K +$157 +2 +0%
AWM
715
Adams Wealth Management
Utah
$837K +$114K +1,506 +16%
WT
716
Whittier Trust
California
$836K +$836K +11,003 New
FIM
717
Fruth Investment Management
Texas
$834K -$9.11K -120 -1%
NIA
718
Northstar Investment Advisors
Colorado
$833K -$4.98M -65,532 -86%
PPW
719
Parcion Private Wealth
Washington
$824K -$4.79K -63 -0.6%
Cerity Partners
720
Cerity Partners
New York
$814K -$68.8K -906 -8%
RI
721
Ridgewood Investments
New Jersey
$813K +$323K +4,252 +66%
BA
722
BCM Advisors
Louisiana
$810K – – –
ZCM
723
Ziegler Capital Management
Illinois
$805K +$54.7K +720 +7%
LA
724
LVW Advisors
New York
$804K +$446K +5,867 +125%
FBT
725
First Bankers Trust
Kentucky
$801K -$142K -1,867 -15%
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