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Dominion Energy
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Overview Fund Activity

1,461 hedge funds and large institutions have $46.6B invested in Dominion Energy in 2019 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 559 increasing their positions, 478 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,461
Holders Change
+124
Holders Change %
+9.27%
% of All Funds
28.85%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.59%
New
219
Increased
559
Reduced
478
Closed
76
Calls
$174M
Puts
$150M
Net Calls
+$24.6M
Net Calls Change
-$9.66M

Top Buyers

1
GFA
Gallagher Fiduciary Advisors
Illinois
+$508M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$251M
3
State Street
State Street
Massachusetts
+$226M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$97.6M
5
Cohen & Steers
Cohen & Steers
New York
+$90.2M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$653M
2
ZP
Zimmer Partners
New York
-$172M
3
Franklin Resources
Franklin Resources
California
-$76M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$59M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$29M
Name Holding Trade Value Shares
Change 		Shares
Change %
TNA
1176
True North Advisors
Texas
$243K +$243K +2,940 New
GC
1177
Gratus Capital
Georgia
$242K -$1.41K -17 -0.6%
WP
1178
WealthShield Partners
North Carolina
$241K +$83 +1 +0%
BWA
1179
Beam Wealth Advisors
Louisiana
$241K +$241K +2,906 New
GLA
1180
Great Lakes Advisors
Illinois
$239K -$2.4K -29 -1%
FWCM
1181
Ferguson Wellman Capital Management
Oregon
$238K -$7.7K -93 -3%
MFG
1182
Menard Financial Group
Texas
$238K +$238K +2,876 New
NIM
1183
Northeast Investment Management
Massachusetts
$237K -$828 -10 -0.3%
SWMG
1184
Strategic Wealth Management Group
Maryland
$236K – – –
EF
1185
Empirical Finance
Pennsylvania
$236K +$236K +2,852 New
Fayez Sarofim & Co
1186
Fayez Sarofim & Co
Texas
$235K +$8.29K +100 +4%
MWM
1187
MBE Wealth Management
Wisconsin
$234K +$234K +2,832 New
WPW
1188
Waldron Private Wealth
Pennsylvania
$233K +$6.28K +76 +3%
SL
1189
Signition LP
New York
$233K +$233K +2,808 New
BSAM
1190
Blue Sky Asset Management
Colorado
$233K +$233K +2,818 New
BIA
1191
Bigelow Investment Advisors
Maine
$233K +$233K +2,818 New
SC
1192
Saturna Capital
Washington
$232K – – –
AWM
1193
Aries Wealth Management
Maine
$230K – – –
BCA
1194
Biltmore Capital Advisors
New Jersey
$228K -$8.19K -99 -3%
MGIA
1195
Moneta Group Investment Advisors
Missouri
$228K -$911 -11 -0.4%
DE
1196
Day & Ennis
Georgia
$228K +$165 +2 +0.1%
BFC
1197
Bedel Financial Consulting
Indiana
$227K – – –
QCG
1198
Quadrant Capital Group
Ohio
$227K +$124K +1,669 +120%
AL
1199
Aspiriant LLC
California
$225K – – –
MCM
1200
MAI Capital Management
Ohio
$225K +$2.82K +34 +1%
46 47
48
49 50