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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 %
SFSG
851
Sound Financial Strategies Group
Mississippi
$551K +$10.3K +136 +2%
E
852
Ergoteles
New York
$546K -$26.2M -344,706 -98%
SFG
853
Summit Financial Group
West Virginia
$546K -$53.3K -702 -9%
PA
854
PFG Advisors
Arizona
$545K +$545K +7,172 New
KC
855
Kingfisher Capital
North Carolina
$544K +$3.65K +48 +0.7%
TA
856
Tectonic Advisors
Texas
$544K +$251K +3,304 +86%
CPIG
857
Chicago Partners Investment Group
Illinois
$542K +$25.7K +327 +5%
PTC
858
Private Trust Company
Ohio
$540K -$37.8K -498 -7%
RCAG
859
Rehmann Capital Advisory Group
Michigan
$536K -$7.44K -98 -1%
FLPIM
860
F.L. Putnam Investment Management
Massachusetts
$534K +$225K +2,959 +73%
TP
861
Tranquility Partners
Tennessee
$533K +$533K +7,020 New
FFA
862
First Foundation Advisors
California
$531K -$3.27K -43 -0.6%
SXL
863
Summit X LLC
Missouri
$521K -$4.78K -63 -0.9%
AIP
864
Almanack Investment Partners
Pennsylvania
$521K -$304 -4 -0.1%
HH
865
Hilltop Holdings
Texas
$515K -$275K -3,624 -35%
CAAS
866
Capital Asset Advisory Services
Michigan
$514K +$152K +2,002 +42%
C
867
Certuity
Florida
$512K +$512K +6,740 New
PIM
868
Perpetual Investment Management
Australia
$508K – – –
FMB
869
Field & Main Bank
Kentucky
$508K +$6.83K +90 +1%
TCA
870
Transcend Capital Advisors
New Jersey
$508K +$14.4K +189 +3%
FWCM
871
Ferguson Wellman Capital Management
Oregon
$505K -$27.8K -366 -5%
APG
872
Abacus Planning Group
South Carolina
$504K +$684 +9 +0.1%
GWM
873
GSB Wealth Management
Connecticut
$501K +$501K +6,600 New
OPCM
874
Osborne Partners Capital Management
California
$499K -$11.4K -150 -2%
PWP
875
Principle Wealth Partners
Connecticut
$497K +$106K +1,400 +27%
33 34
35
36 37