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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 %
SBIA
751
Sheaff Brock Investment Advisors
Indiana
$834K +$70.1K +863 +9%
PCAP
752
Pratt Collard Advisory Partners
New York
$833K +$145K +1,791 +21%
CFGS
753
Concourse Financial Group Securities
Alabama
$830K +$76K +936 +10%
SIC
754
Salem Investment Counselors
North Carolina
$829K -$13K -160 -2%
APA
755
American Portfolios Advisors
New York
$829K -$119K -1,460 -13%
TAM
756
Tradition Asset Management
Virginia
$828K – – –
Jones Financial Companies
757
Jones Financial Companies
Missouri
$826K -$256K -3,158 -24%
BIM
758
Bridges Investment Management
Nebraska
$825K -$182K -2,246 -18%
DAM
759
Delta Asset Management
Tennessee
$824K +$4.87K +60 +0.6%
JCM
760
Jacobi Capital Management
Pennsylvania
$822K +$60.9K +759 +8%
WT
761
Whittier Trust
California
$822K +$141K +1,741 +21%
EPWM
762
Essex Private Wealth Management
Massachusetts
$815K +$325 +4 +0%
CBFP
763
Cedar Brook Financial Partners
Ohio
$814K +$130K +1,600 +19%
MFG
764
Monte Financial Group
Connecticut
$811K -$1.28M -15,736 -61%
GIA
765
Gateway Investment Advisers
Ohio
$800K -$124K -1,533 -13%
MRCM
766
M&R Capital Management
New Jersey
$797K -$528K -6,505 -40%
TBA
767
Tower Bridge Advisors
Pennsylvania
$795K – – –
FFIC
768
First Fiduciary Investment Counsel
Ohio
$787K -$8.11K -100 -1%
FMC
769
First Merchants Corp
Indiana
$784K -$139K -1,716 -15%
EWA
770
EP Wealth Advisors
California
$783K -$252K -3,101 -24%
GWS
771
Glassman Wealth Services
Virginia
$782K +$395K +4,868 +102%
TSS
772
Thomas Story & Son
Indiana
$778K – – –
FMT
773
First Mercantile Trust
Tennessee
$776K -$669K -8,244 -46%
CCA
774
Checchi Capital Advisers
California
$776K +$12.9K +159 +2%
Cetera Investment Advisers
775
Cetera Investment Advisers
Illinois
$776K +$34.8K +428 +5%
29 30
31
32 33