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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 %
DWM
926
Doyle Wealth Management
Florida
$440K -$127K -1,619 -22%
AIS
927
AM Investment Strategies
Tennessee
$440K +$54.8K +697 +14%
AMIM
928
Aull & Monroe Investment Management
Alabama
$439K -$18K -229 -4%
ST
929
Spinnaker Trust
Maine
$438K – – –
SC
930
Scotia Capital
Ontario, Canada
$437K -$38.6K -492 -8%
SC
931
Sawyer & Company
Massachusetts
$435K -$1.89K -24 -0.4%
EN1L
932
Engine No 1 LLC
California
$435K +$92.5K +1,178 +27%
SFA
933
Sequoia Financial Advisors
Ohio
$435K +$435K +5,534 New
PFM
934
Parsec Financial Management
North Carolina
$434K +$23.6K +300 +6%
PTC
935
Private Trust Company
Ohio
$432K -$156K -1,987 -27%
IHL
936
Investment House LLC
California
$431K – – –
LS
937
Livforsakringsbolaget Skandia
Sweden
$427K -$330K -4,200 -44%
MYIA
938
Mount Yale Investment Advisors
Colorado
$427K +$80.8K +1,029 +23%
DAC
939
Dividend Assets Capital
South Carolina
$426K – – –
RIA
940
Realta Investment Advisors
Delaware
$425K +$29.5K +376 +7%
CW
941
CreativeOne Wealth
Kansas
$423K -$15.8K -201 -4%
OPCM
942
Osborne Partners Capital Management
California
$420K -$33.9K -431 -7%
ONSWM
943
Old North State Wealth Management
North Carolina
$418K +$418K +5,321 New
PA
944
PFG Advisors
Arizona
$417K -$139K -1,768 -25%
WG
945
Winton Group
United Kingdom
$417K +$417K +5,310 New
NSIM
946
North Star Investment Management
Illinois
$416K +$26.4K +336 +7%
MA
947
MKT Advisors
California
$415K +$415K +5,358 New
CSIC
948
Clifford Swan Investment Counsel
California
$414K +$1.02K +13 +0.2%
MFC
949
Mechanics Financial Corp
Ohio
$414K +$414K +5,265 New
WW
950
Westshore Wealth
California
$409K -$23.6K -300 -5%
36 37
38
39 40