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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 %
CHA
1151
Carmichael Hill & Associates
Maryland
$256K +$486 +6 +0.2%
APP
1152
Avantax Planning Partners
Iowa
$254K -$25K -308 -9%
MCM
1153
Manchester Capital Management
Vermont
$252K – – –
CL
1154
Choreo LLC
Illinois
$251K -$43.4K -534 -15%
VCM
1155
Virtue Capital Management
Tennessee
$251K +$251K +3,092 New
PCA
1156
Personal Capital Advisors
California
$249K -$275K -3,385 -52%
WPW
1157
Waldron Private Wealth
Pennsylvania
$249K -$59.9K -739 -19%
ACM
1158
Allred Capital Management
Texas
$249K -$17.8K -220 -7%
SWMG
1159
Strategic Wealth Management Group
Maryland
$249K +$17.2K +212 +7%
HCM
1160
HMS Capital Management
Tennessee
$249K +$249K +3,072 New
ZIM
1161
Zacks Investment Management
Illinois
$249K +$249K +3,073 New
RB
1162
Rodgers Brothers
Pennsylvania
$247K -$1.28M -15,712 -84%
RCWMU
1163
Rothschild & Co Wealth Management (UK)
United Kingdom
$245K – – –
HTHT
1164
Hemenway Trust Hemenway Trust
New Hampshire
$244K -$8.13K -100 -3%
GWAG
1165
Garrett Wealth Advisory Group
Texas
$244K +$244K +3,014 New
EW
1166
Evoke Wealth
California
$239K -$230K -2,831 -49%
TNA
1167
True North Advisors
Texas
$239K – – –
VCAM
1168
Van Cleef Asset Management
Ohio
$239K +$239K +2,942 New
MA
1169
MUFG Americas
New York
$236K -$29.2K -360 -11%
GJIC
1170
Gamble Jones Investment Counsel
California
$236K – – –
BCA
1171
Biltmore Capital Advisors
New Jersey
$236K +$1.46K +18 +0.6%
IC
1172
Intersect Capital
California
$236K +$236K +2,913 New
AG
1173
AlphaSimPlex Group
Massachusetts
$235K +$235K +2,894 New
FFBTD
1174
First Financial Bank - Trust Division
Ohio
$234K +$234K +2,881 New
BBNA
1175
Bremer Bank National Association
Minnesota
$232K -$9.48K -117 -4%
45 46
47
48 49