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Dominion Energy
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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 %
Lido Advisors
726
Lido Advisors
California
$920K +$682K +8,394 +286%
PPW
727
Parcion Private Wealth
Washington
$917K – – –
PAM
728
Paradigm Asset Management
New York
$909K -$89.3K -1,100 -9%
ECA
729
Elevated Capital Advisors
Utah
$907K +$907K +11,392 New
CAM
730
Cresset Asset Management
Illinois
$906K +$127K +1,559 +16%
WA
731
Wealth Alliance
New York
$888K -$3.09K -38 -0.3%
PWLP
732
Prio Wealth Limited Partnership
Massachusetts
$886K +$29.6K +365 +3%
KM
733
Kalos Management
Georgia
$885K -$81.7K -1,040 -8%
BFC
734
Blue Fin Capital
Rhode Island
$882K +$5.52K +68 +0.6%
ACS
735
Archford Capital Strategies
Illinois
$880K +$2.84K +35 +0.3%
RC
736
RegentAtlantic Capital
New Jersey
$878K +$16.3K +201 +2%
FHA
737
Flagship Harbor Advisors
Massachusetts
$876K +$365K +4,492 +71%
MFP
738
Meridian Financial Partners
Virginia
$866K +$313K +4,235 +57%
SFI
739
SPC Financial Inc
Maryland
$862K +$16.2K +200 +2%
KMWM
740
Keudell/Morrison Wealth Management
Oregon
$859K -$4.46K -55 -0.5%
BAM
741
Belpointe Asset Management
Nevada
$858K -$163K -2,009 -16%
FT
742
Fiduciary Trust
Massachusetts
$858K +$30.8K +379 +4%
LOIM
743
Liberty One Investment Management
Illinois
$856K -$138K -1,697 -14%
IWM
744
IHT Wealth Management
Illinois
$855K -$188K -2,322 -18%
SA
745
Strategic Advisors
New York
$847K +$57.2K +719 +7%
MAFM
746
Mid Atlantic Financial Management
Pennsylvania
$845K -$16.2K -200 -2%
HAIM
747
Hunter Associates Investment Management
Pennsylvania
$840K – – –
MA
748
Mutual Advisors
Nebraska
$839K +$56.9K +701 +7%
PI
749
PineBridge Investments
New York
$838K +$838K +10,319 New
ANTB
750
AMG National Trust Bank
Colorado
$836K +$451K +5,551 +117%
28 29
30
31 32