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Dominion Energy
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Overview Fund Activity

1,480 hedge funds and large institutions have $43.5B invested in Dominion Energy in 2021 Q4 according to their latest regulatory filings, with 211 funds opening new positions, 507 increasing their positions, 561 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,480
Holders Change
+111
Holders Change %
+8.11%
% of All Funds
22.86%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
211
Increased
507
Reduced
561
Closed
74
Calls
$247M
Puts
$262M
Net Calls
-$15.3M
Net Calls Change
+$47.8M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$305M
2
BlackRock
BlackRock
New York
+$260M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$208M
4
ZP
Zimmer Partners
New York
+$200M
5
MAM
Magellan Asset Management
Australia
+$163M

Top Sellers

1
GFA
Gallagher Fiduciary Advisors
Illinois
-$201M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$104M
3
Bank of America
Bank of America
North Carolina
-$88.8M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$70.6M
5
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
-$65.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
1251
Summit Wealth Partners
Florida
$200K -$61.4K -781 -23%
SN
1252
Sittner & Nelson
Oregon
$200K -$2.9K -37 -1%
CWM
1253
Cornerstone Wealth Management
Missouri
$200K +$200K +2,553 New
AssetMark Inc
1254
AssetMark Inc
California
$199K +$9.66K +123 +5%
LWANC
1255
Laurel Wealth Advisors (North Carolina)
North Carolina
$197K – – –
EW
1256
Evoke Wealth
California
$191K +$470 +6 +0.2%
ZIG
1257
Zullo Investment Group
Pennsylvania
$189K +$189K +2,408 New
T
1258
TOBAM
France
$186K -$39.1K -499 -17%
SAM
1259
S.A. Mason
Michigan
$184K – – –
TF
1260
Tompkins Financial
New York
$181K -$2.13K -27 -1%
TFS
1261
TrustCore Financial Services
Tennessee
$179K – – –
PB
1262
Pinnacle Bancorp
Nebraska
$177K +$5.1K +65 +3%
FMTCOCP
1263
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$176K – – –
LAS
1264
Lloyd Advisory Services
Georgia
$176K +$4.48K +57 +3%
NRA
1265
NSI Retail Advisors
Pennsylvania
$174K -$78.7K -1,000 -31%
VCM
1266
Vigilant Capital Management
Maine
$174K +$48.8K +621 +39%
MIM
1267
Macroview Investment Management
Maryland
$173K – – –
CBT
1268
Central Bank & Trust
Kentucky
$172K – – –
TCM
1269
Tradewinds Capital Management
Washington
$171K +$1.34K +17 +0.8%
CWC
1270
Carolinas Wealth Consulting
North Carolina
$163K +$6.37K +81 +4%
SWA
1271
SOA Wealth Advisors
New York
$162K +$392 +5 +0.2%
SWM
1272
Sugarloaf Wealth Management
Georgia
$160K -$39.1K -496 -20%
GI
1273
Gradient Investments
Minnesota
$152K +$38.2K +487 +34%
MCM
1274
MV Capital Management
Maryland
$147K -$471 -6 -0.3%
TWC
1275
TD Waterhouse Canada
Ontario, Canada
$145K +$145K +1,844 New
49 50
51
52 53