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Dominion Energy
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Overview Fund Activity

1,369 hedge funds and large institutions have $39.6B invested in Dominion Energy in 2021 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 550 increasing their positions, 529 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,369
Holders Change
-58
Holders Change %
-4.06%
% of All Funds
24.04%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
70
Increased
550
Reduced
529
Closed
102
Calls
$178M
Puts
$241M
Net Calls
-$63.1M
Net Calls Change
+$22M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$993M
2
MAM
Magellan Asset Management
Australia
$173M
3
State Street
State Street
Massachusetts
$3.08B
4
Bank of New York Mellon
Bank of New York Mellon
New York
$666M
5
BC
Brookfield Corp
Ontario, Canada
$91.4M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
$157M
2
BlackRock
BlackRock
New York
$3.82B
3
GFA
Gallagher Fiduciary Advisors
Illinois
$201M
4
Goldman Sachs
Goldman Sachs
New York
$165M
5
Millennium Management
Millennium Management
New York
$18.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
1101
Wintrust Investments
Illinois
$238K -$13K -178 -5%
CFP
1102
Curran Financial Partners
South Carolina
$237K -$2.33K -32 -1%
MMHP
1103
Murphy Middleton Hinkle & Parker
Georgia
$236K – – –
FPS
1104
Fieldpoint Private Securities
Connecticut
$236K +$6.15K +84 +3%
BC
1105
Barnett & Company
Tennessee
$235K – – –
PP
1106
PDS Planning
Ohio
$235K +$24.7K +339 +12%
NRA
1107
NSI Retail Advisors
Pennsylvania
$234K -$219K -3,000 -48%
PCM
1108
Pennsylvania Capital Management
Pennsylvania
$234K – – –
PHS
1109
Pekin Hardy Strauss
Illinois
$233K – – –
CHA
1110
Carmichael Hill & Associates
Maryland
$232K +$364 +5 +0.2%
UAML
1111
US Asset Management LLC
Pennsylvania
$232K +$232K +3,182 New
IC
1112
Inverness Counsel
New York
$231K – – –
PAM
1113
Private Asset Management
California
$229K – – –
MIM
1114
MTM Investment Management
South Carolina
$229K – – –
FIA
1115
Foundations Investment Advisors
Arizona
$229K +$229K +3,149 New
IIC
1116
Ironwood Investment Counsel
Arizona
$227K +$1.75K +24 +0.8%
DWA
1117
Douglass Winthrop Advisors
New York
$226K – – –
Fayez Sarofim & Co
1118
Fayez Sarofim & Co
Texas
$226K – – –
EFSCE
1119
Enterprise Financial Services Corp (EFSC)
Missouri
$225K -$148K -2,023 -40%
FIM
1120
Freedom Investment Management
Connecticut
$225K -$8.93K -122 -4%
CG
1121
Caprock Group
Idaho
$225K – – –
GWAG
1122
Garrett Wealth Advisory Group
Texas
$225K +$1.89K +26 +0.8%
EWA
1123
EP Wealth Advisors
California
$224K -$120K -1,634 -35%
GJIC
1124
Gamble Jones Investment Counsel
California
$224K +$4.82K +66 +2%
BAM
1125
Berkshire Asset Management
Pennsylvania
$224K +$224K +3,064 New
43 44
45
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