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Dominion Energy
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Overview Fund Activity

1,369 hedge funds and large institutions have $39.6B invested in Dominion Energy in 2021 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 550 increasing their positions, 529 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,369
Holders Change
-58
Holders Change %
-4.06%
% of All Funds
24.04%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
70
Increased
550
Reduced
529
Closed
102
Calls
$178M
Puts
$241M
Net Calls
-$63.1M
Net Calls Change
+$22M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$993M
2
MAM
2
Magellan Asset Management
Australia
$173M
3
State Street
3
State Street
Massachusetts
$3.08B
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$666M
5
BC
5
Brookfield Corp
Ontario, Canada
$91.4M

Top Sellers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$157M
2
BlackRock
2
BlackRock
New York
$3.82B
3
GFA
3
Gallagher Fiduciary Advisors
Illinois
$201M
4
Goldman Sachs
4
Goldman Sachs
New York
$165M
5
Millennium Management
5
Millennium Management
New York
$18.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
1301
CBIZ Investment Advisory Services
Ohio
$18K -$18K – –
LB
1302
Legacy Bridge
Iowa
$18K – – –
HWMA
1303
Heritage Wealth Management (Arizona)
Arizona
$18K – – –
AWM
1304
Accel Wealth Management
Iowa
$18K – – –
CPFP
1305
Clear Perspectives Financial Planning
Ohio
$18K – – –
RA
1306
Resolute Advisors
California
$17K – – –
PFA
1307
Professional Financial Advisors
Nebraska
$16K – – –
EBA
1308
Eagle Bay Advisors
New York
$16K +$7.03K +102 +78%
TFM
1309
TFC Financial Management
Massachusetts
$16K +$12.2K +166 +319%
KFS
1310
Kelly Financial Services
Massachusetts
$15.3K -$1.1M -15,125 -99%
WIM
1311
Westside Investment Management
California
$15.2K – – –
WWM
1312
Wagner Wealth Management
South Carolina
$15K – – –
FPB
1313
First PREMIER Bank
South Dakota
$15K – – –
AW
1314
Avion Wealth
Texas
$15K – – –
COCM
1315
Charter Oak Capital Management
New Hampshire
$15K – – –
APWA
1316
Atlas Private Wealth Advisors
New Jersey
$15K +$147 +2 +1%
CC
1317
Centiva Capital
New York
$15K +$15K +41,100 New
FDCDDQ
1318
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.6K -$1.53K -21 -10%
CTB
1319
Country Trust Bank
Illinois
$14K -$1.71K -24 -11%
PWMG
1320
Prestige Wealth Management Group
New Jersey
$14K – – –
WAS
1321
Winch Advisory Services
Wisconsin
$14K +$5.73K +79 +69%
BA
1322
Bellwether Advisors
Nebraska
$14K +$14K +196 New
GCM
1323
Gladius Capital Management
Illinois
$13K -$1.77M -22,577 -99%
TAIM
1324
TD Ameritrade Investment Management
Nebraska
$13K -$73.7K -970 -85%
WLPWM
1325
Walled Lake Planning & Wealth Management
Illinois
$13K -$3.13K -44 -19%
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53
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