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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 %
GC
801
Grimes & Company
Massachusetts
$700K -$4.95K -61 -0.7%
CT
802
Cambridge Trust
Massachusetts
$695K -$269K -3,328 -28%
Bank Julius Baer & Co
803
Bank Julius Baer & Co
Switzerland
$693K +$506K +6,237 +271%
PTC
804
Private Trust Company
Ohio
$687K +$26.4K +320 +4%
BJL
805
Brighton Jones LLC
Washington
$678K -$89.6K -1,104 -12%
SFO
806
Stokes Family Office
Louisiana
$674K +$6.74K +83 +1%
ANRIA
807
American National Registered Investment Advisor
Texas
$671K – – –
OPS
808
Orion Portfolio Solutions
Nebraska
$669K -$12.7K -156 -2%
IIA
809
ICW Investment Advisors
Arizona
$664K +$23.3K +287 +4%
PPSG
810
Princeton Portfolio Strategies Group
New Jersey
$663K – – –
EH
811
Equitable Holdings
New York
$662K -$10.6K -130 -2%
CG
812
Caprock Group
Idaho
$661K -$92.3K -1,137 -12%
TC
813
TownSquare Capital
Utah
$658K -$334K -4,527 -34%
AIC
814
Ameritas Investment Company
Nebraska
$656K -$136K -1,680 -17%
RCAG
815
Rehmann Capital Advisory Group
Michigan
$655K -$111K -1,364 -14%
WAM
816
Wealthspire Advisors (Maryland)
Maryland
$653K +$151K +1,857 +30%
FA
817
FMA Advisory
Pennsylvania
$651K +$3.57K +44 +0.6%
IRC
818
Investors Research Corp
Georgia
$648K -$1.3K -16 -0.2%
SIA
819
Soltis Investment Advisors
Utah
$646K +$230K +2,834 +55%
ONST
820
Old North State Trust
North Carolina
$642K – – –
MGWM
821
Marks Group Wealth Management
Minnesota
$636K -$55.7K -687 -8%
PWP
822
Private Wealth Partners
California
$636K – – –
CDH
823
Charles D. Hyman
$635K +$3K +37 +0.5%
PAI
824
Pittenger & Anderson Inc
Nebraska
$635K +$4.06K +50 +0.6%
IMOV
825
Investment Management of Virginia
Virginia
$632K +$7.31K +90 +1%
31 32
33
34 35