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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 %
AIS
1001
AM Investment Strategies
Tennessee
$353K +$8.5K +112 +2%
MPI
1002
Mairs & Power Inc
Minnesota
$352K -$3.19K -42 -0.9%
CBN
1003
Cadence Bank NA
Texas
$351K -$28.5K -376 -8%
WB
1004
Webster Bank
Connecticut
$351K -$13.3K -175 -4%
MAP
1005
Milestone Advisory Partners
North Carolina
$351K – – –
FHA
1006
Flagship Harbor Advisors
Massachusetts
$350K +$379 +5 +0.1%
HAS
1007
HBW Advisory Services
California
$349K +$456 +6 +0.1%
LA
1008
Latitude Advisors
Florida
$348K -$331K -4,358 -49%
CRIG
1009
Charter Research & Investment Group
Connecticut
$348K – – –
ESCM
1010
Echo Street Capital Management
New York
$348K +$7.83K +103 +2%
IWS
1011
Insight Wealth Strategies
California
$346K +$4.86K +64 +1%
PFGIA
1012
Patriot Financial Group Insurance Agency
Massachusetts
$345K +$57.6K +758 +20%
SFS
1013
Sowell Financial Services
Arkansas
$344K -$9.01K -115 -3%
Dodge & Cox
1014
Dodge & Cox
California
$343K – – –
EGA
1015
E&G Advisors
Texas
$343K – – –
TWI
1016
Thomas White International
Illinois
$343K – – –
BIM
1017
Baldwin Investment Management
Pennsylvania
$342K -$471K -6,200 -58%
S
1018
SignatureFD
Georgia
$342K -$80.8K -1,063 -19%
WI
1019
WrapManager Inc
California
$342K -$58.1K -765 -15%
CNB
1020
Camden National Bank
Maine
$342K -$1.06K -14 -0.3%
SIM
1021
Sadoff Investment Management
Wisconsin
$342K +$8.89K +117 +3%
CNC
1022
Camden National Corporation
Maine
$342K +$342K +4,499 New
SAM
1023
Sawgrass Asset Management
Florida
$340K -$17.2K -227 -5%
FPS
1024
Fieldpoint Private Securities
Connecticut
$336K -$35.3K -464 -9%
BHWA
1025
Beacon Harbor Wealth Advisors
Virginia
$336K +$336K +4,426 New
39 40
41
42 43