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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 %
CPSAC
1226
Chas P. Smith & Associates (CPS)
Florida
$203K – – –
NHC
1227
Nicholas Hoffman & Company
Georgia
$203K +$203K +2,670 New
WPP
1228
Whalerock Point Partners
Rhode Island
$203K -$304K -4,000 -60%
SWP
1229
Summit Wealth Partners
Florida
$202K +$202K +2,663 New
CAM
1230
Covenant Asset Management
New Jersey
$202K -$16.6K -218 -8%
GKWIM
1231
Gerber Kawasaki Wealth & Investment Management
California
$201K -$378 -5 -0.2%
ACM
1232
Advisors Capital Management
New Jersey
$200K -$87.3K -1,151 -30%
CAL
1233
Capital Analysts LLC
Pennsylvania
$195K +$17.9K +235 +10%
LWANC
1234
Laurel Wealth Advisors (North Carolina)
North Carolina
$194K -$19K -250 -9%
OIA
1235
Optimum Investment Advisors
Illinois
$194K -$11.4K -150 -6%
CWC
1236
Carolinas Wealth Consulting
North Carolina
$194K -$2.05K -27 -1%
AWM
1237
Atticus Wealth Management
Florida
$192K +$2.66K +35 +1%
AWA
1238
Arkadios Wealth Advisors
Georgia
$190K +$3.78K +50 +2%
EW
1239
Evoke Wealth
California
$188K +$2.73K +36 +1%
BCP
1240
Blue Chip Partners
Michigan
$185K -$76.5K -1,008 -29%
QCG
1241
Quadrant Capital Group
Ohio
$185K +$57.3K +753 +45%
AII
1242
AGF Investments Inc
Ontario, Canada
$184K -$304 -4 -0.2%
BCA
1243
Berman Capital Advisors
Georgia
$183K +$13.4K +178 +8%
TF
1244
Tompkins Financial
New York
$182K -$14.9K -197 -8%
ACM
1245
Allred Capital Management
Texas
$178K +$178K +2,349 New
SAM
1246
S.A. Mason
Michigan
$178K +$3.64K +48 +2%
TFS
1247
TrustCore Financial Services
Tennessee
$177K +$15.7K +206 +10%
OC
1248
Oakworth Capital
Alabama
$172K -$1.9K -25 -1%
FMTCOCP
1249
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$170K – – –
Bank Julius Baer & Co
1250
Bank Julius Baer & Co
Switzerland
$169K -$74.4K -980 -31%
48 49
50
51 52