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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 %
SXL
826
Summit X LLC
Missouri
$630K -$328K -4,041 -34%
SFS
827
Sowell Financial Services
Arkansas
$624K +$157K +1,930 +34%
GG
828
Gleason Group
Kentucky
$614K +$6.74K +83 +1%
FNBTCON
829
First National Bank & Trust Co of Newtown
Pennsylvania
$614K +$19.5K +240 +3%
CB
830
CNB Bank
Pennsylvania
$613K +$58.8K +724 +11%
CST
831
Charles Schwab Trust
Nevada
$612K -$60.8K -750 -9%
PCM
832
Parsons Capital Management
Rhode Island
$612K +$32.5K +400 +6%
CGL
833
Clarius Group LLC
Washington
$612K +$81.4K +1,003 +15%
BIA
834
Bigelow Investment Advisors
Maine
$611K +$329K +4,057 +117%
MCG
835
McCollum Christoferson Group
New York
$610K -$12.2K -150 -2%
DOA
836
D'Orazio & Associates
Virginia
$610K – – –
WANY
837
Wealthspire Advisors (New York)
New York
$608K -$407K -5,015 -40%
GTAM
838
Global Trust Asset Management
Florida
$608K +$277K +3,413 +84%
DP
839
Dearborn Partners
Illinois
$606K -$52.9K -651 -8%
JSL
840
JT Stratford LLC
Georgia
$605K +$176K +2,163 +41%
CIM
841
CIM Investment Management
Pennsylvania
$602K – – –
BOPW
842
Brandywine Oak Private Wealth
Pennsylvania
$602K – – –
WG
843
Welch Group
Alabama
$601K +$119K +1,460 +25%
MWM
844
Minot Wealth Management
Massachusetts
$601K +$231K +2,850 +63%
MAM
845
Martingale Asset Management
Massachusetts
$595K -$73.4K -903 -11%
KFGK
846
Keystone Financial Group (Kentucky)
Kentucky
$595K -$18.1K -223 -3%
PCM
847
Princeton Capital Management
New Jersey
$592K -$197K -2,420 -25%
NFGCM
848
Norman Fields Gottscho Capital Management
New York
$591K +$38.6K +475 +7%
CT
849
Chicago Trust
Illinois
$590K +$31K +382 +6%
FWCM
850
Ferguson Wellman Capital Management
Oregon
$590K +$357K +4,396 +153%
32 33
34
35 36