D icon

Dominion Energy
D

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 %
CCT
1201
Capital City Trust
Florida
$218K +$218K +2,680 New
CM
1202
Capital Management
Virginia
$217K -$20.5K -252 -9%
CA
1203
Capital Advantage
California
$217K – – –
WSC
1204
Wellington Shields & Co
New York
$217K +$217K +2,668 New
APW
1205
Aurora Private Wealth
New Jersey
$216K -$53.1K -654 -20%
CHAM
1206
Clear Harbor Asset Management
Connecticut
$216K +$216K +2,662 New
CCA
1207
Cobblestone Capital Advisors
New York
$215K +$215K +2,650 New
AWA
1208
ARS Wealth Advisors
Florida
$215K +$215K +2,654 New
GKWIM
1209
Gerber Kawasaki Wealth & Investment Management
California
$215K +$215K +2,657 New
FFA
1210
Fragasso Financial Advisors
Pennsylvania
$213K +$213K +2,643 New
IGGA
1211
Iron Gate Global Advisors
Utah
$211K +$211K +2,605 New
GFP
1212
Gryphon Financial Partners
Ohio
$210K -$119K -1,471 -36%
VC
1213
Vicus Capital
Pennsylvania
$210K -$76.3K -941 -27%
WKWM
1214
Walter & Keenan Wealth Management
Indiana
$210K +$210K +2,590 New
PCP
1215
Proficio Capital Partners
Massachusetts
$209K +$209K +2,578 New
EWF
1216
Epstein & White Financial
California
$208K -$297K -3,615 -59%
SGI
1217
Summit Global Investments
Utah
$208K +$208K +2,558 New
FA
1218
FC Advisory
Pennsylvania
$208K +$208K +2,564 New
NPF
1219
Norris Perne & French
Michigan
$208K +$208K +2,568 New
VCM
1220
Vigilant Capital Management
Maine
$207K +$113K +1,400 +121%
WCFA
1221
Walkner Condon Financial Advisors
Wisconsin
$207K +$207K +2,547 New
SPC
1222
Stewart & Patten Company
California
$207K +$207K +2,548 New
CIA
1223
Choate Investment Advisors
Massachusetts
$207K +$207K +2,550 New
RIA
1224
Realta Investment Advisors
Delaware
$207K +$207K +2,556 New
TFA
1225
Transamerica Financial Advisors
Florida
$206K +$206K +2,531 New
47 48
49
50 51