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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 %
IC
1201
Intersect Capital
California
$219K +$219K +2,877 New
T
1202
TOBAM
France
$218K -$4.73M -62,254 -96%
LWM
1203
Liberty Wealth Management
California
$217K – – –
MWM
1204
MBE Wealth Management
Wisconsin
$217K – – –
ED
1205
Exane Derivatives
France
$216K +$33.6K +442 +18%
CG
1206
Caprock Group
Idaho
$215K -$11.8K -155 -5%
IAIM
1207
International Assets Investment Management
Florida
$215K +$215K +2,887 New
BBNA
1208
Bremer Bank National Association
Minnesota
$214K -$23.6K -309 -10%
CWP
1209
Concord Wealth Partners
Virginia
$214K +$1.82K +24 +0.9%
BAM
1210
Berkshire Asset Management
Pennsylvania
$214K +$214K +2,822 New
AC
1211
Addison Capital
Pennsylvania
$213K +$7.46K +98 +4%
KTM
1212
Keeler Thomas Management
Utah
$212K -$622K -8,214 -75%
CPA
1213
Court Place Advisors
Maryland
$212K – – –
MHR
1214
Matthew Hamilton Rosenberg
$212K +$57.6K +759 +37%
MWPCG
1215
Measured Wealth Private Client Group
New Hampshire
$209K -$9.74K -128 -4%
BFC
1216
Bedel Financial Consulting
Indiana
$209K – – –
CWP
1217
Curated Wealth Partners
California
$209K +$209K +2,749 New
M
1218
MOTCO
Texas
$208K -$34K -447 -14%
TWM
1219
TriaGen Wealth Management
California
$208K -$22.7K -300 -10%
CAM
1220
Campion Asset Management
Virginia
$208K +$208K +2,743 New
BP
1221
Ballentine Partners
Massachusetts
$207K -$81.5K -1,076 -28%
MMA
1222
Miracle Mile Advisors
California
$206K -$228 -3 -0.1%
YWP
1223
YorkBridge Wealth Partners
New York
$205K – – –
DE
1224
Day & Ennis
Georgia
$205K +$152 +2 +0.1%
WIC
1225
Whitegate Investment Counselors
New Hampshire
$204K +$204K +2,683 New
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