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Dominion Energy
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Overview Fund Activity

1,443 hedge funds and large institutions have $40.8B invested in Dominion Energy in 2021 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 530 increasing their positions, 626 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,443
Holders Change
-19
Holders Change %
-1.3%
% of All Funds
25.41%
Holding in Top 10
14
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-36.36%
% of All Funds
0.25%
New
111
Increased
530
Reduced
626
Closed
112
Calls
$177M
Puts
$200M
Net Calls
-$22.9M
Net Calls Change
+$6.91M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$804M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$240M
3
Boston Partners
Boston Partners
Massachusetts
+$239M
4
Bank of America
Bank of America
North Carolina
+$143M
5
Norges Bank
Norges Bank
Norway
+$142M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$568M
2
Millennium Management
Millennium Management
New York
-$172M
3
MWNA
Marshall Wace North America
New York
-$83.8M
4
State Street
State Street
Massachusetts
-$81M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$71.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWMG
1176
Strategic Wealth Management Group
Maryland
$233K -$2.82K -37 -1%
GWAG
1177
Garrett Wealth Advisory Group
Texas
$231K +$1.98K +26 +0.9%
PCM
1178
Pennsylvania Capital Management
Pennsylvania
$230K -$3.79K -50 -2%
KWM
1179
Keebeck Wealth Management
Illinois
$230K +$230K +3,030 New
RCWMU
1180
Rothschild & Co Wealth Management (UK)
United Kingdom
$229K – – –
FNBOO
1181
First National Bank of Omaha
Nebraska
$228K -$11.4K -150 -5%
GJIC
1182
Gamble Jones Investment Counsel
California
$228K +$7.51K +99 +3%
MC
1183
Machina Capital
France
$228K +$228K +3,000 New
BAM
1184
Barrett Asset Management
New York
$226K -$26.6K -350 -11%
AWM
1185
Altium Wealth Management
New York
$226K +$226K +2,970 New
KFP
1186
KMG Fiduciary Partners
Ohio
$225K -$126K -1,664 -36%
B
1187
Bridgeworth
Alabama
$225K -$47.6K -626 -17%
NRS
1188
Neville Rodie & Shaw
New York
$225K -$32.7K -430 -13%
LC
1189
LCNB Corp
Ohio
$225K -$11.8K -155 -5%
RWM
1190
Ritholtz Wealth Management
New York
$225K +$225K +2,964 New
AC
1191
Athanor Capital
New York
$224K -$956K -12,558 -81%
VCAM
1192
Van Cleef Asset Management
Ohio
$223K – – –
TNA
1193
True North Advisors
Texas
$223K – – –
HI
1194
Hudock Inc
Pennsylvania
$223K +$76 +1 +0%
MMM
1195
Mendel Money Management
Illinois
$223K +$15.2K +200 +7%
MPW
1196
Monterey Private Wealth
California
$221K +$1.03K +13 +0.5%
CI Investments Inc
1197
CI Investments Inc
Ontario, Canada
$220K -$236K -3,106 -52%
CWM
1198
Cabot Wealth Management
Massachusetts
$220K -$152 -2 -0.1%
WAM
1199
Weatherly Asset Management
California
$220K +$220K +2,900 New
DLA
1200
Douglas Lane & Associates
New York
$219K -$63.8K -840 -23%
46 47
48
49 50