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Dominion Energy
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Overview Fund Activity

1,427 hedge funds and large institutions have $39.5B invested in Dominion Energy in 2021 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 544 increasing their positions, 546 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,427
Holders Change
-16
Holders Change %
-1.11%
% of All Funds
24.91%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
99
Increased
544
Reduced
546
Closed
98
Calls
$163M
Puts
$248M
Net Calls
-$85.1M
Net Calls Change
-$62.2M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$621M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.49B
3
Vanguard Group
Vanguard Group
Pennsylvania
$5.1B
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$285M
5
Invesco
Invesco
Georgia
$789M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$952M
2
Franklin Resources
Franklin Resources
California
$1.37B
3
Capital Research Global Investors
Capital Research Global Investors
California
$1.1B
4
Norges Bank
Norges Bank
Norway
$335M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$75.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOW
1251
State of Wyoming
Wyoming
$122K +$122K +1,660 New
SFSIG
1252
San Francisco Sentry Investment Group
California
$120K – – –
RAM
1253
Riggs Asset Management
Pennsylvania
$119K – – –
IBOK
1254
Independence Bank of Kentucky
Kentucky
$115K -$25.8K -351 -18%
PMFA
1255
Plante Moran Financial Advisors
Michigan
$113K -$1.77K -24 -2%
LAS
1256
Lloyd Advisory Services
Georgia
$110K +$5.21K +71 +5%
BWA
1257
BDO Wealth Advisors
Florida
$109K – – –
VCM
1258
Vigilant Capital Management
Maine
$108K +$22.7K +308 +27%
MMG
1259
Monetary Management Group
Missouri
$107K +$7.38K +100 +7%
FWM
1260
Focused Wealth Management
New York
$103K +$808 +11 +0.8%
SWA
1261
Sutton Wealth Advisors
Florida
$103K – – –
AL
1262
ADE LLC
Maryland
$101K – – –
AssetMark Inc
1263
AssetMark Inc
California
$100K +$22.6K +309 +29%
BCA
1264
Bray Capital Advisors
Florida
$98K -$31.2K -424 -24%
CFFP
1265
Center for Financial Planning
Michigan
$97K – – –
MIFH
1266
Migdal Insurance & Financial Holdings
Israel
$97K +$14.3K +195 +17%
PA
1267
Perennial Advisors
New York
$96K – – –
AWM
1268
Avior Wealth Management
Nebraska
$95K +$73 +1 +0.1%
FFG
1269
Ford Financial Group
California
$95K +$95K +1,300 New
PG
1270
Proffitt & Goodson
Tennessee
$94K – – –
LFG
1271
Larson Financial Group
Missouri
$94K +$9.37K +128 +11%
HS
1272
Horan Securities
United States
$93K +$56.6K +769 +155%
CH
1273
Canton Hathaway
Rhode Island
$92K – – –
MCM
1274
Manchester Capital Management
Vermont
$91K +$5.94K +81 +7%
PFBT
1275
Parkside Financial Bank & Trust
Missouri
$90K -$35.9K -487 -29%
49 50
51
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