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Dominion Energy
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Overview Fund Activity

1,424 hedge funds and large institutions have $46B invested in Dominion Energy in 2020 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 535 increasing their positions, 552 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,424
Holders Change
+31
Holders Change %
+2.23%
% of All Funds
29.27%
Holding in Top 10
28
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-24.32%
% of All Funds
0.58%
New
127
Increased
535
Reduced
552
Closed
83
Calls
$364M
Puts
$198M
Net Calls
+$166M
Net Calls Change
+$82.7M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$747M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$402M
3
Charles Schwab
Charles Schwab
California
+$289M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$286M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$227M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$644M
2
Invesco
Invesco
Georgia
-$242M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$151M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$133M
5
Prudential Financial
Prudential Financial
New Jersey
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
976
Kurt F. Somerville
$406K -$40.6K -500 -9%
MC
977
Middleton & Co
Massachusetts
$406K -$10.6K -130 -3%
HSA
978
Hussman Strategic Advisors
Maryland
$406K – – –
MSA
979
Marino Stram & Associates
Massachusetts
$406K +$43.2K +532 +12%
SSG
980
Summit Securities Group
New York
$406K +$406K +5,000 New
PWA
981
Physician Wealth Advisors
Utah
$405K +$405K +5,054 New
NSIM
982
North Star Investment Management
Illinois
$403K – – –
TF
983
Trek Financial
Arizona
$403K +$403K +4,964 New
DWA
984
Douglass Winthrop Advisors
New York
$402K -$2.44K -30 -0.6%
CCFCSB
985
Cape Cod Five Cents Savings Bank
Massachusetts
$400K -$47.5K -585 -11%
CA
986
Clearstead Advisors
Ohio
$400K +$110K +1,352 +38%
VAM
987
Verity Asset Management
North Carolina
$399K -$771K -16,621 -66%
CFS
988
CRA Financial Services
New Jersey
$399K +$12.2K +150 +3%
PWMAG
989
Pinnacle Wealth Management Advisory Group
New Jersey
$399K +$60.5K +745 +18%
KPW
990
Kore Private Wealth
New York
$397K -$2.19K -27 -0.5%
MW
991
Marcum Wealth
Ohio
$394K +$81.5K +1,005 +26%
WB
992
Webster Bank
Connecticut
$392K -$21.8K -268 -5%
RTC
993
Riverview Trust Company
Washington
$392K – – –
ARMT
994
Amica Retiree Medical Trust
Rhode Island
$392K – – –
BG
995
Berry Group
Massachusetts
$392K – – –
AC
996
Apella Capital
Connecticut
$391K – – –
WorldQuant Millennium Advisors
997
WorldQuant Millennium Advisors
New York
$390K -$200K -2,459 -34%
SVWAG
998
Sound View Wealth Advisors Group
Georgia
$390K -$34.7K -427 -8%
NL
999
NWAM LLC
Washington
$389K +$26.9K +331 +7%
NP
1000
Ninepoint Partners
Ontario, Canada
$389K +$389K +4,789 New
38 39
40
41 42