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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 %
ICP
951
Interchange Capital Partners
Pennsylvania
$400K -$12.9K -164 -3%
DI
952
DAGCO Inc
Ohio
$398K -$24.7K -325 -6%
WorldQuant Millennium Advisors
953
WorldQuant Millennium Advisors
New York
$398K – – –
LFA
954
Legacy Financial Advisors
Kentucky
$398K +$104K +1,363 +35%
WF
955
Welch & Forbes
Massachusetts
$397K +$11.1K +146 +3%
JWM
956
Jupiter Wealth Management
Colorado
$395K +$395K +5,000 New
CAM
957
Cypress Asset Management
Texas
$393K -$26.6K -350 -6%
ACP
958
Aveo Capital Partners
Colorado
$393K +$393K +5,172 New
MAM
959
Marotta Asset Management
Virginia
$392K +$101K +1,339 +35%
RM
960
Resource Management
Louisiana
$389K +$1.21K +16 +0.3%
ONST
961
Old North State Trust
North Carolina
$387K – – –
PWA
962
Physician Wealth Advisors
Utah
$387K +$153 +2 +0%
Fisher Asset Management
963
Fisher Asset Management
Washington
$387K +$46.1K +606 +14%
KPW
964
Kore Private Wealth
New York
$386K -$22.1K -291 -5%
PTC
965
Philadelphia Trust Company
Pennsylvania
$382K -$77.8K -1,023 -17%
JWBC
966
John W. Bristol & Co
New York
$380K – – –
HSA
967
Hussman Strategic Advisors
Maryland
$380K – – –
KFS
968
Kurt F. Somerville
$380K – – –
CWS
969
Cypress Wealth Services
California
$379K -$75.5K -995 -17%
PIA
970
Pinion Investment Advisors
Kansas
$379K +$11.2K +147 +3%
SFP
971
Sandbox Financial Partners
Maryland
$379K +$26.8K +351 +8%
GI
972
Gradient Investments
Minnesota
$379K +$45.6K +600 +14%
GVAG
973
Great Valley Advisor Group
Delaware
$377K -$33.9K -446 -8%
NSIM
974
North Star Investment Management
Illinois
$377K – – –
TFF
975
The Family Firm
Maryland
$376K +$455 +6 +0.1%
37 38
39
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