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

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$952M
2
Franklin Resources
2
Franklin Resources
California
$1.37B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$1.1B
4
Norges Bank
4
Norges Bank
Norway
$335M
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$75.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1351
Accel Wealth Management
Iowa
$19K – – –
NOI
1352
Newton One Investments
Delaware
$19K +$19K +264 New
HWMA
1353
Heritage Wealth Management (Arizona)
Arizona
$18K -$59.6K -801 -77%
LB
1354
Legacy Bridge
Iowa
$18K – – –
RA
1355
Resolute Advisors
California
$18K – – –
CIAS
1356
CBIZ Investment Advisory Services
Ohio
$18K -$19K – –
CPFP
1357
Clear Perspectives Financial Planning
Ohio
$18K – – –
AIG
1358
American International Group
New York
$17.4K -$176 -2,393 -1%
WLPWM
1359
Walled Lake Planning & Wealth Management
Illinois
$17K – – –
FDCDDQ
1360
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.3K -$77K -1,047 -83%
PFA
1361
Professional Financial Advisors
Nebraska
$16K – – –
BCM
1362
Bourgeon Capital Management
Connecticut
$16K – – –
CTB
1363
Country Trust Bank
Illinois
$16K +$12K +165 +300%
WIM
1364
Westside Investment Management
California
$15.4K – – –
BAM
1365
Bellevue Asset Management
Washington
$15K -$18.7K -250 -55%
SC
1366
Solstein Capital
California
$15K – – –
FPB
1367
First PREMIER Bank
South Dakota
$15K – – –
WWM
1368
Wagner Wealth Management
South Carolina
$15K – – –
COCM
1369
Charter Oak Capital Management
New Hampshire
$15K – – –
APWA
1370
Atlas Private Wealth Advisors
New Jersey
$15K +$74 +1 +0.5%
AW
1371
Avion Wealth
Texas
$15K +$7.5K +100 +100%
SBL
1372
Sargent Bickham Lagudis
Colorado
$15K +$15K +200 New
PWMG
1373
Prestige Wealth Management Group
New Jersey
$14K -$3.29K -46 -19%
ETC
1374
Exchange Traded Concepts
Oklahoma
$14K +$14K +194 New
CFD
1375
Creative Financial Designs
Indiana
$13K -$34.6K -482 -73%
53 54
55
56 57