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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 %
IHL
901
Investment House LLC
California
$400K
AC
902
Alexandria Capital
Virginia
$397K -$73.5K -1,007 -16%
CSIC
903
Clifford Swan Investment Counsel
California
$397K
DAC
904
Dividend Assets Capital
South Carolina
$396K -$28.2K -386 -7%
ERIM
905
Eagle Ridge Investment Management
Connecticut
$396K -$11.2K -154 -3%
GWS
906
Glassman Wealth Services
Virginia
$396K +$32.6K +446 +9%
Lido Advisors
907
Lido Advisors
California
$395K +$140K +1,916 +55%
CWAG
908
Compton Wealth Advisory Group
Virginia
$392K
PFM
909
Parsec Financial Management
North Carolina
$390K -$9.93K -133 -2%
PSP
910
Principal Street Partners
Tennessee
$388K +$30.6K +419 +9%
EGA
911
E&G Advisors
Texas
$388K +$388K +5,319 New
CGL
912
Clarius Group LLC
Washington
$387K +$40.5K +555 +12%
AA
913
Apriem Advisors
California
$387K +$104K +1,420 +37%
CIBC World Market
914
CIBC World Market
Ontario, Canada
$382K -$35.4K -485 -8%
AF
915
Allworth Financial
California
$382K +$245K +3,357 +179%
HI
916
Horizon Investments
North Carolina
$381K +$14.4K +198 +4%
FF
917
FourThought Financial
Florida
$380K +$44.9K +616 +13%
JWM
918
Jupiter Wealth Management
Colorado
$378K
DWT
919
Dorsey & Whitney Trust
South Dakota
$378K +$11.4K +155 +3%
MAM
920
Marotta Asset Management
Virginia
$378K
LGA
921
Lebenthal Global Advisors
New York
$377K -$146 -2 -0%
4WM
922
4J Wealth Management
Virginia
$376K -$20.4K -280 -5%
WF
923
Welch & Forbes
Massachusetts
$374K -$31.6K -433 -8%
PFS
924
Physicians Financial Services
North Carolina
$374K -$27.4K -375 -7%
VFA
925
Voya Financial Advisors
Connecticut
$374K +$3.2K +43 +0.9%