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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 %
SIS
1251
Sound Income Strategies
Florida
$167K -$14.7K -194 -8%
MIM
1252
Macroview Investment Management
Maryland
$167K – – –
CBT
1253
Central Bank & Trust
Kentucky
$159K -$187K -2,453 -54%
APC
1254
Aspire Private Capital
North Carolina
$156K -$118K -1,560 -43%
SWA
1255
SOA Wealth Advisors
New York
$153K – – –
SM
1256
SG3 Management
Puerto Rico
$152K -$76K -1,000 -33%
PB
1257
Pinnacle Bancorp
Nebraska
$149K +$7.6K +100 +5%
IBOK
1258
Independence Bank of Kentucky
Kentucky
$146K +$22.2K +291 +18%
TCWM
1259
Total Clarity Wealth Management
Illinois
$145K +$145K +1,909 New
PSB
1260
Piscataqua Savings Bank
New Hampshire
$144K +$144K +1,893 New
AF
1261
Allworth Financial
California
$142K -$5.7K -75 -4%
FFC
1262
First Financial Corp
Indiana
$138K -$3.57K -47 -3%
HIA
1263
Harbor Investment Advisory
Maryland
$134K -$31.1K -410 -19%
BCA
1264
Bray Capital Advisors
Florida
$133K -$151K -1,999 -53%
PFBT
1265
Parkside Financial Bank & Trust
Missouri
$129K -$11.3K -150 -8%
SFSIG
1266
San Francisco Sentry Investment Group
California
$125K +$42.2K +555 +51%
WCM
1267
Wealthcare Capital Management
Virginia
$124K +$124K +1,628 New
RAM
1268
Riggs Asset Management
Pennsylvania
$122K – – –
TCM
1269
Tradewinds Capital Management
Washington
$120K +$991 +13 +0.8%
PMFA
1270
Plante Moran Financial Advisors
Michigan
$118K -$9.61K -127 -8%
TIM
1271
Thornburg Investment Management
New Mexico
$118K – – –
CI
1272
CX Institutional
Indiana
$114K +$680 +9 +0.6%
AWC
1273
Abundance Wealth Counselors
Pennsylvania
$114K +$114K +1,507 New
BWA
1274
BDO Wealth Advisors
Florida
$112K – – –
LAS
1275
Lloyd Advisory Services
Georgia
$109K -$5.65K -74 -5%
49 50
51
52 53