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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 %
NAM
901
North American Management
Massachusetts
$511K – – –
MG
902
Mather Group
Illinois
$510K +$254K +3,128 +99%
CWP
903
Capital Wealth Planning
Florida
$508K -$368K -4,539 -42%
FIM
904
Frontier Investment Management
Texas
$506K -$6.73K -83 -1%
FHA
905
First Horizon Advisors
Tennessee
$503K -$89.9K -1,110 -15%
CFA
906
CWS Financial Advisors
Michigan
$503K -$52.9K -652 -10%
CFMC
907
Curbstone Financial Management Corp
New Hampshire
$499K – – –
HIS
908
Horizon Investment Services
Indiana
$498K +$58K +715 +13%
CWAG
909
Compton Wealth Advisory Group
Virginia
$495K -$6.98K -86 -1%
SCM
910
Shelton Capital Management
Colorado
$492K -$36.2K -446 -7%
AMIM
911
Aull & Monroe Investment Management
Alabama
$492K – – –
MLL
912
Moody Lynn & Lieberson
Massachusetts
$491K – – –
BPA
913
Beacon Pointe Advisors
California
$490K +$490K +6,047 New
SC
914
Savant Capital
Illinois
$486K -$3.49K -43 -0.7%
PFM
915
Parsec Financial Management
North Carolina
$486K +$26.7K +329 +6%
RPC
916
Rossmore Private Capital
Connecticut
$485K +$485K +5,973 New
AT
917
Arden Trust
Delaware
$484K – – –
AWM
918
Aevitas Wealth Management
Massachusetts
$481K +$7.88K +97 +2%
VAS
919
Vestmark Advisory Solutions
Massachusetts
$480K +$251K +3,086 +109%
SWA
920
Stratos Wealth Advisors
Ohio
$476K +$94.5K +1,163 +25%
CC
921
Chicago Capital
Illinois
$474K – – –
MA
922
Montag & Associates
Georgia
$474K +$30K +370 +7%
DAC
923
Dividend Assets Capital
South Carolina
$472K -$24.5K -301 -5%
EWA
924
ERTS Wealth Advisors
Michigan
$471K -$94.5K -1,164 -17%
Parallax Volatility Advisers
925
Parallax Volatility Advisers
California
$469K -$913K -11,240 -66%
35 36
37
38 39