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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 %
FFM
976
Forum Financial Management
Illinois
$389K +$389K +4,946 New
TCA
977
Transcend Capital Advisors
New Jersey
$388K +$32.4K +413 +9%
AC
978
Apella Capital
Connecticut
$388K +$118K +1,503 +44%
DWT
979
Dorsey & Whitney Trust
South Dakota
$387K -$18.1K -231 -4%
WP
980
WealthSource Partners
California
$386K -$45.5K -579 -11%
CFS
981
CRA Financial Services
New Jersey
$385K -$96.2K -1,225 -20%
NG
982
Northstar Group
New York
$385K -$94.8K -1,209 -20%
EWM
983
Elmwood Wealth Management
California
$385K +$385K +4,899 New
4WM
984
4J Wealth Management
Virginia
$384K -$21.5K -273 -5%
PIFP
985
Partners in Financial Planning
Virginia
$384K – – –
VFA
986
Voya Financial Advisors
Connecticut
$383K -$11.8K -150 -3%
AL
987
Aspiriant LLC
California
$382K +$8.26K +105 +2%
SC
988
Sagefield Capital
Texas
$382K +$382K +4,860 New
SFS
989
Stiles Financial Services
Minnesota
$382K +$382K +4,861 New
CCM
990
Coldstream Capital Management
Washington
$381K +$381K +4,850 New
PAMP
991
Polar Asset Management Partners
Ontario, Canada
$381K +$381K +4,855 New
KC
992
Kinloch Capital
Virginia
$380K -$7.77K -99 -2%
BCA
993
Bay Colony Advisors
Massachusetts
$380K +$59.1K +752 +18%
MWM
994
Minot Wealth Management
Massachusetts
$379K +$551 +7 +0.1%
FCFC
995
First Commonwealth Financial Corp
Pennsylvania
$377K – – –
CCA
996
Cobblestone Capital Advisors
New York
$376K +$58.2K +740 +18%
Lido Advisors
997
Lido Advisors
California
$375K -$49.6K -632 -12%
CAM
998
Cypress Asset Management
Texas
$375K -$14.1K -180 -4%
MC
999
Middleton & Co
Massachusetts
$374K – – –
SIC
1000
SFE Investment Counsel
California
$372K – – –
38 39
40
41 42