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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 %
BFC
726
Blue Fin Capital
Rhode Island
$801K +$3.72K +49 +0.5%
MA
727
Mutual Advisors
Nebraska
$799K +$234K +3,084 +41%
PWLP
728
Prio Wealth Limited Partnership
Massachusetts
$796K -$44.5K -585 -5%
LNWWM
729
Laird Norton Wetherby Wealth Management
California
$795K -$114K -1,503 -13%
WSFS
730
Wilmington Savings Fund Society
Delaware
$795K -$95K -1,250 -11%
HT
731
HAP Trading
New York
$794K -$27.2K -358 -3%
PCAP
732
Pratt Collard Advisory Partners
New York
$789K -$1.6K -21 -0.2%
CSPIA
733
Cary Street Partners Investment Advisory
Virginia
$786K -$191K -23,988 -20%
AWA
734
Arete Wealth Advisors
Illinois
$786K -$411K -5,411 -34%
NEI
735
Northwest & Ethical Investments
Ontario, Canada
$785K +$785K +10,330 New
AWMT
736
AAFMAA Wealth Management & Trust
North Carolina
$783K -$2.51M -33,015 -76%
GC
737
Grimes & Company
Massachusetts
$776K +$121K +1,593 +18%
VCA
738
Verdence Capital Advisors
Maryland
$774K +$39.5K +520 +5%
DAM
739
Delta Asset Management
Tennessee
$771K +$4.56K +60 +0.6%
MAFM
740
Mid Atlantic Financial Management
Pennsylvania
$770K +$6.99K +92 +0.9%
JCM
741
Jacobi Capital Management
Pennsylvania
$770K +$12.3K +162 +2%
SFI
742
SPC Financial Inc
Maryland
$765K -$30K -395 -4%
JIP
743
Jaffetilchin Investment Partners
Florida
$752K +$261K +3,432 +53%
BCM
744
Brookstone Capital Management
Illinois
$751K +$28.9K +381 +4%
IMRF
745
Illinois Municipal Retirement Fund
Illinois
$749K -$175K -2,309 -19%
Acadian Asset Management
746
Acadian Asset Management
Massachusetts
$739K -$230K -3,031 -24%
GWS
747
Glassman Wealth Services
Virginia
$737K -$31.2K -410 -4%
BAS
748
Brown Advisory Securities
Maryland
$735K -$32.6K -429 -4%
SCI
749
Stableford Capital II
Arizona
$734K +$7.52K +99 +1%
BAIA
750
Bel Air Investment Advisors
California
$734K +$734K +9,660 New
28 29
30
31 32