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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 %
SP
1026
Successful Portfolios
Florida
$334K -$3.04K -40 -0.9%
RHDIC
1027
R.H. Dinel Investment Counsel
California
$334K – – –
CAG
1028
Csenge Advisory Group
Florida
$332K -$27.6K -361 -8%
VNA
1029
Valley National Advisers
Pennsylvania
$331K -$68.7K -904 -17%
VAS
1030
Vestmark Advisory Solutions
Massachusetts
$330K -$158K -2,073 -32%
PAI
1031
Pittenger & Anderson Inc
Nebraska
$330K – – –
FWP
1032
Firethorn Wealth Partners
Georgia
$330K +$28.1K +371 +9%
JFGIW
1033
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$329K -$900K -11,842 -73%
ECG
1034
Edge Capital Group
Georgia
$327K +$28.8K +379 +10%
BCA
1035
Biltmore Capital Advisors
New Jersey
$327K +$327K +4,305 New
LGA
1036
Lebenthal Global Advisors
New York
$325K +$257K +3,386 +376%
PA
1037
Probity Advisors
Texas
$325K +$325K +4,274 New
RTC
1038
Riverview Trust Company
Washington
$324K -$21.8K -287 -6%
IIM
1039
Ipswich Investment Management
Massachusetts
$323K -$18.8K -247 -5%
ACP
1040
Ashfield Capital Partners
California
$323K – – –
NAM
1041
North American Management
Massachusetts
$323K – – –
BFA
1042
Beaumont Financial Advisors
Massachusetts
$322K -$6.6K -87 -2%
GCP
1043
GSA Capital Partners
United Kingdom
$322K +$322K +4,235 New
TNBTD
1044
Trustmark National Bank Trust Department
Mississippi
$321K – – –
BMCM
1045
Bryn Mawr Capital Management
Pennsylvania
$321K – – –
GSBTD
1046
Glenview State Bank Trust Department
Illinois
$319K – – –
WWM
1047
Western Wealth Management
Colorado
$319K +$90.8K +1,195 +40%
BOPW
1048
Brandywine Oak Private Wealth
Pennsylvania
$318K -$229K -3,012 -42%
MCWS
1049
McKinley Carter Wealth Services
West Virginia
$318K +$1.52K +20 +0.5%
LOAME
1050
Lombard Odier Asset Management (Europe)
United Kingdom
$317K -$501K -6,595 -61%
40 41
42
43 44