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Dominion Energy
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Overview Fund Activity

1,424 hedge funds and large institutions have $46B invested in Dominion Energy in 2020 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 535 increasing their positions, 552 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,424
Holders Change
+31
Holders Change %
+2.23%
% of All Funds
29.27%
Holding in Top 10
28
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-24.32%
% of All Funds
0.58%
New
127
Increased
535
Reduced
552
Closed
83
Calls
$364M
Puts
$198M
Net Calls
+$166M
Net Calls Change
+$82.7M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$747M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$402M
3
Charles Schwab
Charles Schwab
California
+$289M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$286M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$227M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$644M
2
Invesco
Invesco
Georgia
-$242M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$151M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$133M
5
Prudential Financial
Prudential Financial
New Jersey
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIM
1126
DC Investments Management
Virginia
$274K -$237K -2,923 -46%
RIG
1127
Roosevelt Investment Group
New York
$274K – – –
AAIM
1128
Asset Advisors Investment Management
Georgia
$273K – – –
BP
1129
Ballentine Partners
Massachusetts
$272K -$15.2K -187 -5%
NPPM
1130
North Point Portfolio Managers
Ohio
$272K – – –
SWM
1131
Selective Wealth Management
Virginia
$271K +$186K +2,293 +220%
LWM
1132
Liberty Wealth Management
California
$270K +$5.22K +64 +2%
NFG
1133
Nations Financial Group
Iowa
$270K +$34.6K +427 +15%
MWPCG
1134
Measured Wealth Private Client Group
New Hampshire
$270K +$37.1K +457 +16%
NP
1135
NorthRock Partners
Minnesota
$269K -$6.41K -79 -2%
NAM
1136
NorthCoast Asset Management
Connecticut
$268K +$81 +1 +0%
FNBOO
1137
First National Bank of Omaha
Nebraska
$266K -$30.5K -375 -10%
TFS
1138
Thoroughbred Financial Services
Tennessee
$265K -$169K -2,081 -39%
TFS
1139
TrustCore Financial Services
Tennessee
$265K +$76.6K +944 +41%
LAS
1140
Lloyd Advisory Services
Georgia
$262K -$21.3K -263 -8%
MMHP
1141
Murphy Middleton Hinkle & Parker
Georgia
$262K – – –
MCM
1142
McMillion Capital Management
North Carolina
$262K +$5.43K +67 +2%
CB
1143
Cadence Bank
Mississippi
$262K +$25.4K +312 +11%
KFP
1144
KMG Fiduciary Partners
Ohio
$261K -$170K -2,100 -40%
HWA
1145
HCR Wealth Advisors
California
$261K -$824 -10 -0.3%
PHS
1146
Pekin Hardy Strauss
Illinois
$260K – – –
TAM
1147
Townsend Asset Management
North Carolina
$260K +$81 +1 +0%
LC
1148
LCNB Corp
Ohio
$259K +$20.6K +254 +9%
FA
1149
Fagan Associates
New York
$258K – – –
VPIM
1150
Vanguard Personalized Indexing Management
California
$257K -$519K -6,400 -67%
44 45
46
47 48