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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 %
VC
1351
Vestor Capital
Illinois
$46K – – –
CWA
1352
Clearview Wealth Advisors
Oregon
$45K -$15.6K -198 -26%
AIM
1353
Achmea Investment Management
Netherlands
$45K – – –
CFD
1354
Creative Financial Designs
Indiana
$45K +$30.5K +385 +210%
KFP
1355
KB Financial Partners
New Jersey
$45K +$45K +578 New
HWA
1356
HHM Wealth Advisors
Tennessee
$44K -$44K -560 -50%
TFO
1357
Tarbox Family Office
California
$44K – – –
KFAA
1358
Klaas Financial Asset Advisors
Illinois
$44K +$317 +4 +0.7%
BBPWM
1359
Blue Bell Private Wealth Management
Pennsylvania
$44K +$44K +559 New
SC
1360
Seldon Capital
California
$43K +$43K +553 New
NFSG
1361
Newbridge Financial Services Group
Florida
$41K -$10.7K -136 -21%
FPFS
1362
First Personal Financial Services
North Carolina
$41K +$5.84K +75 +17%
WAC
1363
William Allan Corp
Colorado
$41K +$41K +524 New
MFT
1364
Moisand Fitzgerald Tamayo
Florida
$40K – – –
CSWM
1365
Cassady Schiller Wealth Management
Ohio
$40K +$40K +513 New
KFI
1366
Key Financial Inc
Pennsylvania
$39K – – –
PCFFS
1367
Pacific Center for Financial Services
California
$39K – – –
OCM
1368
Orion Capital Management
California
$39K – – –
GCM
1369
Gables Capital Management
Florida
$38K – – –
TF
1370
TimeScale Financial
Massachusetts
$38K +$16K +202 +72%
FPWM
1371
FSB Premier Wealth Management
Iowa
$36K +$36K +466 New
LCM
1372
Logan Capital Management
Pennsylvania
$34K +$2.31K +29 +7%
FMP
1373
Financial Management Professionals
Texas
$33K -$2.34K -30 -7%
KPCM
1374
Kings Point Capital Management
New York
$33K +$5.72K +73 +21%
BIA
1375
Bell Investment Advisors
California
$32K -$7.48K -94 -19%
53 54
55
56 57