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Dominion Energy

1,369 hedge funds and large institutions have $39.6B invested in Dominion Energy in 2021 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 550 increasing their positions, 529 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,369
Holders Change
-58
Holders Change %
-4.06%
% of All Funds
24.04%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
70
Increased
550
Reduced
529
Closed
102
Calls
$178M
Puts
$241M
Net Calls
-$63.1M
Net Calls Change
+$22M
Name Holding Trade Value Shares
Change
Shares
Change %
FG
876
Fiduciary Group
Georgia
$435K +$26.1K +341 +6%
FHB
877
First Hawaiian Bank
Hawaii
$432K -$2.7K -37 -0.6%
LWCFA
878
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$426K
AMIM
879
Aull & Monroe Investment Management
Alabama
$425K -$2.19K -30 -0.5%
ISB
880
Iowa State Bank
Iowa
$423K -$1.73M -23,723 -80%
OPCM
881
Osborne Partners Capital Management
California
$422K -$58.5K -800 -12%
AWM
882
Aevitas Wealth Management
Massachusetts
$422K -$2.78K -38 -0.7%
FEM
883
Fulcrum Equity Management
Texas
$421K +$3.51K +48 +0.8%
BWM
884
Birchcreek Wealth Management
Ohio
$420K
MFW
885
Meristem Family Wealth
Minnesota
$420K +$12.2K +167 +3%
CC
886
Chicago Capital
Illinois
$419K -$18.3K -250 -4%
KFGK
887
Keystone Financial Group (Kentucky)
Kentucky
$418K -$3.87K -53 -0.9%
ZIC
888
ZWJ Investment Counsel
Georgia
$413K
DY
889
Dowling & Yahnke
California
$413K +$20.4K +280 +5%
MLL
890
Moody Lynn & Lieberson
Massachusetts
$409K
TC
891
Toews Corporation
New Jersey
$409K +$409K +5,600 New
CW
892
CreativeOne Wealth
Kansas
$408K -$12.5K -171 -3%
LFA
893
Legacy Financial Advisors
Kentucky
$408K -$6.29K -86 -2%
ACS
894
Archford Capital Strategies
Illinois
$408K +$2.41K +33 +0.6%
ST
895
Spinnaker Trust
Maine
$407K
SC
896
Sawyer & Company
Massachusetts
$406K -$6.57K -90 -2%
AWM
897
Altium Wealth Management
New York
$403K +$46.7K +639 +13%
WW
898
Westshore Wealth
California
$402K -$164K -2,248 -29%
WP
899
WealthSource Partners
California
$401K +$23K +315 +6%
RIG
900
Roosevelt Investment Group
New York
$400K -$2.77K -38 -0.7%