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Dominion Energy
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Overview Fund Activity

1,480 hedge funds and large institutions have $43.5B invested in Dominion Energy in 2021 Q4 according to their latest regulatory filings, with 211 funds opening new positions, 507 increasing their positions, 561 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,480
Holders Change
+111
Holders Change %
+8.11%
% of All Funds
22.86%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
211
Increased
507
Reduced
561
Closed
74
Calls
$247M
Puts
$262M
Net Calls
-$15.3M
Net Calls Change
+$47.8M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$305M
2
BlackRock
BlackRock
New York
+$260M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$208M
4
ZP
Zimmer Partners
New York
+$200M
5
MAM
Magellan Asset Management
Australia
+$163M

Top Sellers

1
GFA
Gallagher Fiduciary Advisors
Illinois
-$201M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$104M
3
Bank of America
Bank of America
North Carolina
-$88.8M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$70.6M
5
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
-$65.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FG
901
Fiduciary Group
Georgia
$459K +$13.5K +172 +3%
LWCFA
902
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$458K – – –
LFA
903
Legacy Financial Advisors
Kentucky
$458K +$19K +242 +4%
RWA
904
Ropes Wealth Advisors
Massachusetts
$457K -$763K -9,699 -63%
FEM
905
Fulcrum Equity Management
Texas
$456K +$3.69K +47 +0.8%
RB
906
Renasant Bank
Mississippi
$455K -$153K -1,947 -25%
CWM
907
Congress Wealth Management
Massachusetts
$455K +$455K +5,794 New
TFA
908
Triad Financial Advisors
North Carolina
$454K +$454K +5,783 New
PL
909
Pluribus Labs
California
$454K +$454K +5,784 New
FCCM
910
First City Capital Management
Georgia
$453K -$24K -300 -5%
ACP
911
Aveo Capital Partners
Colorado
$453K -$17.3K -220 -4%
BWM
912
Birchcreek Wealth Management
Ohio
$452K – – –
HI
913
Horizon Investments
North Carolina
$451K +$40.4K +514 +10%
TL
914
Tradewinds LLC
North Carolina
$450K +$450K +9,578 New
FLPIM
915
F.L. Putnam Investment Management
Massachusetts
$450K -$35.9K -457 -7%
KFGK
916
Keystone Financial Group (Kentucky)
Kentucky
$448K -$1.02K -13 -0.2%
ZIC
917
ZWJ Investment Counsel
Georgia
$444K – – –
ONST
918
Old North State Trust
North Carolina
$444K +$54.5K +693 +14%
BWFA
919
Baltimore-Washington Financial Advisors
Maryland
$443K -$257K -3,528 Closed
CC
920
Chicago Capital
Illinois
$443K -$7.86K -100 -2%
DY
921
Dowling & Yahnke
California
$442K -$2.83K -36 -0.6%
XT
922
XTX Topco
Cayman Islands
$441K -$551K -7,017 -56%
MLL
923
Moody Lynn & Lieberson
Massachusetts
$441K – – –
EGA
924
E&G Advisors
Texas
$441K +$23.5K +300 +6%
FPOC
925
Financial Planners of Cleveland
Ohio
$441K +$441K +5,528 New
35 36
37
38 39