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 %
GTAM
1151
Global Trust Asset Management
Florida
$211K -$18.2K -250 -8%
MSWMA
1152
Market Street Wealth Management Advisors
Indiana
$211K +$211K +2,888 New
EWM
1153
EPG Wealth Management
Georgia
$210K -$7.68K -105 -4%
CPSAC
1154
Chas P. Smith & Associates (CPS)
Florida
$210K – – –
T
1155
TOBAM
France
$210K – – –
DSC
1156
Duncker Streett & Co
Missouri
$210K – – –
MWM
1157
MBE Wealth Management
Wisconsin
$208K – – –
MHR
1158
Matthew Hamilton Rosenberg
$207K -$8.99K -123 -4%
ACM
1159
Advisors Capital Management
New Jersey
$206K -$19.3K -264 -9%
CI
1160
CX Institutional
Indiana
$206K +$11.4K +156 +6%
NW
1161
NewEdge Wealth
Pennsylvania
$205K -$12.5K -171 -6%
CWM
1162
Cabot Wealth Management
Massachusetts
$205K – – –
MPW
1163
Monterey Private Wealth
California
$205K +$1.02K +14 +0.5%
BEAM
1164
Baker Ellis Asset Management
Washington
$203K -$55K -757 -21%
RIA
1165
Regal Investment Advisors
Michigan
$203K -$6.66K -91 -3%
RAM
1166
Roanoke Asset Management
New Jersey
$202K +$202K +2,762 New
ClearBridge Investments
1167
ClearBridge Investments
New York
$200K -$940K -12,893 -82%
CAM
1168
Campion Asset Management
Virginia
$200K – – –
GKWIM
1169
Gerber Kawasaki Wealth & Investment Management
California
$194K +$194K +2,657 New
AWM
1170
Atticus Wealth Management
Florida
$192K +$7.66K +105 +4%
SN
1171
Sittner & Nelson
Oregon
$189K – – –
NSB
1172
Norway Savings Bank
Maine
$187K -$18.2K -250 -9%
SWM
1173
Sugarloaf Wealth Management
Georgia
$185K -$22.7K -310 -11%
LWANC
1174
Laurel Wealth Advisors (North Carolina)
North Carolina
$183K -$3.65K -50 -2%
RTC
1175
Riverview Trust Company
Washington
$181K -$123K -1,682 -40%
45 46
47
48 49