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Dominion Energy
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Overview Fund Activity

1,480 hedge funds and large institutions have $43.5B invested in Dominion Energy in 2021 Q4 according to their latest regulatory filings, with 211 funds opening new positions, 507 increasing their positions, 561 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,480
Holders Change
+111
Holders Change %
+8.11%
% of All Funds
22.86%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
211
Increased
507
Reduced
561
Closed
74
Calls
$247M
Puts
$262M
Net Calls
-$15.3M
Net Calls Change
+$47.8M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$305M
2
BlackRock
BlackRock
New York
+$260M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$208M
4
ZP
Zimmer Partners
New York
+$200M
5
MAM
Magellan Asset Management
Australia
+$163M

Top Sellers

1
GFA
Gallagher Fiduciary Advisors
Illinois
-$201M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$104M
3
Bank of America
Bank of America
North Carolina
-$88.8M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$70.6M
5
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
-$65.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
1126
Selective Wealth Management
Virginia
$263K +$392 +5 +0.1%
FWP
1127
Firethorn Wealth Partners
Georgia
$263K +$263K +3,345 New
WP
1128
WealthShield Partners
North Carolina
$263K +$263K +3,349 New
RWI
1129
Red Wave Investments
Pennsylvania
$262K +$1.49K +19 +0.6%
MFC
1130
Morris Financial Concepts
South Carolina
$261K +$261K +3,321 New
FNB
1131
Farmers National Bank
Kentucky
$261K -$16.3K -207 -6%
BC
1132
Barnett & Company
Tennessee
$260K +$6.68K +85 +3%
RGC
1133
Roberts, Glore & Co
Illinois
$259K – – –
EFS
1134
Essex Financial Services
Connecticut
$259K +$27.2K +347 +12%
CCFCSB
1135
Cape Cod Five Cents Savings Bank
Massachusetts
$258K -$23.7K -302 -8%
SBH
1136
Segall Bryant & Hamill
Illinois
$258K – – –
NF
1137
NTB Financial
Colorado
$258K +$258K +3,289 New
MCWS
1138
McKinley Carter Wealth Services
West Virginia
$256K -$43.9K -560 -15%
TIA
1139
Tandem Investment Advisors
South Carolina
$256K +$256K +3,265 New
SP
1140
Symmetry Partners
Connecticut
$255K -$255K -3,243 -50%
AWM
1141
Aries Wealth Management
Maine
$254K -$11K -140 -4%
MMHP
1142
Murphy Middleton Hinkle & Parker
Georgia
$254K – – –
CS
1143
Comerica Securities
Michigan
$252K -$70.2K -894 -22%
EWA
1144
ERTS Wealth Advisors
Michigan
$251K -$15.6K -198 -6%
PHS
1145
Pekin Hardy Strauss
Illinois
$251K – – –
CHA
1146
Carmichael Hill & Associates
Maryland
$251K +$394 +5 +0.2%
PWPS
1147
Pinnacle Wealth Planning Services
Ohio
$251K +$251K +3,201 New
EFSCE
1148
Enterprise Financial Services Corp (EFSC)
Missouri
$248K +$6.04K +77 +2%
MIM
1149
MTM Investment Management
South Carolina
$247K – – –
CWP
1150
Curated Wealth Partners
California
$247K +$5.38K +68 +2%
44 45
46
47 48