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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 %
FMLI
926
Fukoku Mutual Life Insurance
Japan
$423K – – –
WTB
927
Washington Trust Bank
Washington
$423K +$15.6K +206 +4%
EWA
928
EP Wealth Advisors
California
$422K -$69.7K -917 -14%
AWM
929
Aevitas Wealth Management
Massachusetts
$422K +$7.52K +99 +2%
RIG
930
Roosevelt Investment Group
New York
$420K -$239K -3,139 -36%
CC
931
Chicago Capital
Illinois
$419K -$5.69K -75 -1%
CW
932
CreativeOne Wealth
Kansas
$419K +$90.6K +1,195 +28%
FHC
933
First Horizon Corporation
Tennessee
$418K +$1.22K +16 +0.3%
BB
934
Busey Bank
Illinois
$418K +$7.83K +103 +2%
4WM
935
4J Wealth Management
Virginia
$417K – – –
IHL
936
Investment House LLC
California
$417K – – –
AG
937
AlphaSimPlex Group
Massachusetts
$416K +$99.6K +1,312 +31%
OCM
938
Orleans Capital Management
Louisiana
$411K -$186K -2,447 -31%
BW
939
Bison Wealth
Georgia
$411K +$17.7K +233 +4%
FCCM
940
First City Capital Management
Georgia
$409K +$231 +3 +0.1%
DY
941
Dowling & Yahnke
California
$409K +$2.43K +32 +0.6%
EWM
942
Elmwood Wealth Management
California
$409K +$409K +5,380 New
CWAG
943
Compton Wealth Advisory Group
Virginia
$408K -$24.2K -319 -6%
PFM
944
Parsec Financial Management
North Carolina
$407K -$10.2K -134 -2%
CSIC
945
Clifford Swan Investment Counsel
California
$407K – – –
HCA
946
Harbour Capital Advisors
Virginia
$406K +$406K +5,350 New
CT
947
Coastline Trust
Rhode Island
$405K -$37.2K -490 -8%
APW
948
Austin Private Wealth
Texas
$405K +$24.2K +319 +6%
PWMAG
949
Pinnacle Wealth Management Advisory Group
New Jersey
$401K -$9.5K -125 -2%
FMT
950
First Mercantile Trust
Tennessee
$400K -$28.7K -377 -7%
36 37
38
39 40