D icon

Dominion Energy
D

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 %
CCFCSB
1101
Cape Cod Five Cents Savings Bank
Massachusetts
$279K -$85.9K -1,130 -24%
RF
1102
Robbins Farley
New Hampshire
$278K – – –
AWM
1103
Absher Wealth Management
North Carolina
$277K -$50.7K -668 -15%
BEAM
1104
Baker Ellis Asset Management
Washington
$277K – – –
RPWA
1105
Regent Peak Wealth Advisors
Georgia
$276K +$123K +1,622 +80%
BFM
1106
Boothbay Fund Management
New York
$276K +$276K +3,639 New
SFA
1107
Sequoia Financial Advisors
Ohio
$275K -$18.5K -244 -6%
AA
1108
Apriem Advisors
California
$275K +$12.5K +165 +5%
JAG
1109
Journey Advisory Group
Kentucky
$273K -$17.9K -236 -6%
LA
1110
LexAurum Advisors
Kansas
$273K – – –
CAM
1111
Cozad Asset Management
Illinois
$272K -$752K -9,895 -73%
PA
1112
Parallel Advisors
California
$271K -$45.1K -593 -14%
Luther King Capital Management (LKCM)
1113
Luther King Capital Management (LKCM)
Texas
$271K -$9.19K -121 -3%
PAMG
1114
Patton Albertson Miller Group
Tennessee
$271K – – –
BCM
1115
Birmingham Capital Management
Alabama
$269K – – –
BST
1116
Bath Savings Trust
Maine
$269K – – –
MYIA
1117
Mount Yale Investment Advisors
Colorado
$268K +$268K +3,530 New
SRC
1118
Stone Run Capital
New York
$266K – – –
TFS
1119
Thoroughbred Financial Services
Tennessee
$265K +$3.11K +41 +1%
BWM
1120
Benchmark Wealth Management
Connecticut
$264K – – –
LJHT
1121
Laurie J. Hall Trustee
$262K – – –
WI
1122
Wintrust Investments
Illinois
$261K -$32.4K -427 -11%
OC
1123
Oarsman Capital
Wisconsin
$261K -$15.2K -200 -6%
DAS
1124
Dynamic Advisor Solutions
Arizona
$261K +$17.7K +233 +7%
AWM
1125
Aries Wealth Management
Maine
$261K +$45.2K +584 +21%
43 44
45
46 47