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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 %
TIA
1226
Tiemann Investment Advisors
California
$205K +$205K +2,519 New
NWP
1227
Northstar Wealth Partners
Connecticut
$205K +$205K +2,530 New
ACM
1228
Ayrshire Capital Management
Connecticut
$204K -$479K -5,893 -70%
CPSAC
1229
Chas P. Smith & Associates (CPS)
Florida
$204K -$46.4K -573 -19%
SW
1230
SteelPeak Wealth
California
$204K -$34.5K -424 -14%
BMC
1231
Beaton Management Company
Massachusetts
$204K +$204K +2,514 New
PIG
1232
Pantheon Investment Group
California
$204K +$204K +2,515 New
NIM
1233
Northeast Investment Management
Massachusetts
$204K +$204K +2,515 New
DAS
1234
Dynamic Advisor Solutions
Arizona
$202K +$202K +2,486 New
FWM
1235
Focused Wealth Management
New York
$201K +$12.6K +155 +7%
FWM
1236
Fairhaven Wealth Management
Illinois
$201K +$201K +2,470 New
AHB
1237
Abner Herrman & Brock
New Jersey
$201K +$201K +2,471 New
BUB
1238
BBVA USA Bancshares
Texas
$201K +$201K +2,477 New
QCG
1239
Quadrant Capital Group
Ohio
$200K -$288K -3,543 -59%
QPWM
1240
Quadrant Private Wealth Management
Pennsylvania
$200K +$200K +2,458 New
CWC
1241
Carolinas Wealth Consulting
North Carolina
$195K -$31K -381 -14%
OC
1242
Oakworth Capital
Alabama
$194K +$7.89K +97 +4%
SAM
1243
S.A. Mason
Michigan
$187K – – –
BFM
1244
Boston Financial Management
Massachusetts
$186K -$216K -2,670 -54%
BCA
1245
Berman Capital Advisors
Georgia
$184K -$16.2K -200 -8%
MC
1246
Maverick Capital
Texas
$184K +$184K +2,263 New
FMTCOCP
1247
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$182K – – –
CBT
1248
Central Bank & Trust
Kentucky
$181K – – –
AWM
1249
Atticus Wealth Management
Florida
$181K +$487 +6 +0.3%
LWANC
1250
Laurel Wealth Advisors (North Carolina)
North Carolina
$179K +$3.16K +39 +2%
48 49
50
51 52