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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 %
WF
951
Welch & Forbes
Massachusetts
$407K +$3.78K +48 +0.9%
CA
952
CGN Advisors
Kansas
$407K +$22.2K +283 +6%
MAM
953
Marotta Asset Management
Virginia
$407K – – –
LGA
954
Lebenthal Global Advisors
New York
$405K +$78 +1 +0%
AA
955
Apriem Advisors
California
$404K -$12.6K -160 -3%
FF
956
FourThought Financial
Florida
$404K -$4.79K -61 -1%
PWA
957
Physician Wealth Advisors
Utah
$404K +$161 +2 +0%
PFS
958
Physicians Financial Services
North Carolina
$402K – – –
WA
959
Wambolt & Associates
Colorado
$400K – – –
BFA
960
Benedict Financial Advisors
Georgia
$399K -$326K -4,156 -45%
MPI
961
Mairs & Power Inc
Minnesota
$398K +$34K +432 +9%
PSP
962
Principal Street Partners
Tennessee
$397K -$20.8K -265 -5%
GWS
963
Glassman Wealth Services
Virginia
$396K -$29.9K -380 -7%
AIA
964
Arbor Investment Advisors
North Carolina
$396K -$4.09K -52 -1%
CT
965
Coastline Trust
Rhode Island
$395K – – –
PTC
966
Philadelphia Trust Company
Pennsylvania
$395K – – –
SFP
967
Sandbox Financial Partners
Maryland
$394K +$1.26K +16 +0.3%
CIBC World Market
968
CIBC World Market
Ontario, Canada
$393K -$18.6K -237 -5%
JWBC
969
John W. Bristol & Co
New York
$393K – – –
KFS
970
Kurt F. Somerville
$393K – – –
FRM
971
Fox Run Management
Connecticut
$392K -$513K -6,535 -57%
JWM
972
Jupiter Wealth Management
Colorado
$392K – – –
AF
973
Allworth Financial
California
$391K -$19.6K -249 -5%
PIA
974
Pinion Investment Advisors
Kansas
$389K -$9.04K -115 -2%
FHA
975
Flagship Harbor Advisors
Massachusetts
$389K +$10.1K +129 +3%
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39
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