D icon

Dominion Energy
D

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 %
CM
1126
Columbus Macro
Pennsylvania
$224K +$224K +3,066 New
CWP
1127
Curated Wealth Partners
California
$223K +$5.69K +78 +3%
CGA
1128
Crescent Grove Advisors
Illinois
$221K +$221K +3,030 New
MCG
1129
McCollum Christoferson Group
New York
$220K -$21.9K -300 -9%
KWM
1130
Keebeck Wealth Management
Illinois
$220K -$7.1K -97 -3%
RCWMU
1131
Rothschild & Co Wealth Management (UK)
United Kingdom
$220K – – –
DLA
1132
Douglas Lane & Associates
New York
$220K +$3.57K +49 +2%
AWM
1133
Accurate Wealth Management
Florida
$219K -$10K -138 -4%
FNBOO
1134
First National Bank of Omaha
Nebraska
$219K – – –
CCA
1135
Childress Capital Advisors
Texas
$219K +$219K +3,025 New
BFA
1136
Beaumont Financial Advisors
Massachusetts
$218K -$70.4K -963 -24%
AC
1137
Addison Capital
Pennsylvania
$217K -$14.8K -203 -6%
NRS
1138
Neville Rodie & Shaw
New York
$217K +$366 +5 +0.2%
MCM
1139
MAI Capital Management
Ohio
$217K +$5.26K +72 +2%
EFS
1140
Essex Financial Services
Connecticut
$216K +$216K +2,953 New
BAM
1141
Barrett Asset Management
New York
$215K -$1.53K -21 -0.7%
BFC
1142
Bedel Financial Consulting
Indiana
$215K – – –
VCAM
1143
Van Cleef Asset Management
Ohio
$215K – – –
NL
1144
NWAM LLC
Washington
$215K +$7.96K +109 +4%
KFP
1145
KMG Fiduciary Partners
Ohio
$214K -$1.46K -20 -0.7%
WIC
1146
Whitegate Investment Counselors
New Hampshire
$214K +$214K +2,933 New
RWM
1147
Ritholtz Wealth Management
New York
$213K -$7.07K -97 -3%
CAL
1148
Capital Advisors Ltd
Ohio
$212K -$4.6K -63 -2%
IC
1149
Intersect Capital
California
$212K -$4.31K -59 -2%
CAL
1150
Capital Analysts LLC
Pennsylvania
$212K +$2.26K +31 +1%
44 45
46
47 48