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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 %
CWM
1176
Cabot Wealth Management
Massachusetts
$232K +$232K +2,868 New
MWM
1177
MBE Wealth Management
Wisconsin
$231K – – –
Fayez Sarofim & Co
1178
Fayez Sarofim & Co
Texas
$230K – – –
MWM
1179
Modera Wealth Management
New Jersey
$229K -$20.3K -250 -8%
BA
1180
Bridgewater Associates
Connecticut
$227K -$724K -8,907 -76%
SC
1181
Saturna Capital
Washington
$227K – – –
AWM
1182
Altium Wealth Management
New York
$227K +$227K +2,793 New
DE
1183
Day & Ennis
Georgia
$226K +$226K +2,783 New
AWM
1184
Aries Wealth Management
Maine
$226K +$226K +2,789 New
MOS
1185
MGO One Seven
Ohio
$225K -$22.3K -274 -9%
PCM
1186
Palisade Capital Management
New Jersey
$224K +$224K +2,760 New
HIA
1187
Harbor Investment Advisory
Maryland
$223K -$7.31K -90 -3%
RPWA
1188
Regent Peak Wealth Advisors
Georgia
$223K -$3.16K -39 -1%
BFC
1189
Bedel Financial Consulting
Indiana
$223K – – –
PWM
1190
Perigon Wealth Management
California
$222K -$55.3K -680 -20%
BWA
1191
Beam Wealth Advisors
Louisiana
$222K +$5.75K +78 +3%
PP
1192
PDS Planning
Ohio
$221K -$35.1K -433 -14%
WP
1193
WealthShield Partners
North Carolina
$221K -$15.4K -189 -6%
AL
1194
Aspiriant LLC
California
$221K -$4.86K -60 -2%
WWM
1195
Western Wealth Management
Colorado
$220K -$9.23K -114 -4%
FCA
1196
FLC Capital Advisors
California
$220K -$2.36K -32 -1%
EAM
1197
Eagle Asset Management
Florida
$219K -$2.56M -31,828 -92%
OIA
1198
Optimum Investment Advisors
Illinois
$219K +$35.7K +440 +19%
Fisher Asset Management
1199
Fisher Asset Management
Washington
$219K +$219K +2,696 New
HI
1200
Hudock Inc
Pennsylvania
$218K +$28.1K +347 +15%
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