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Dominion Energy
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Overview Fund Activity

1,404 hedge funds and large institutions have $43.5B invested in Dominion Energy in 2020 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 480 increasing their positions, 618 reducing their positions, and 122 closing their positions.

Holders
1,404
Holders Change
-20
Holders Change %
-1.4%
% of All Funds
28.4%
Holding in Top 10
21
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-25%
% of All Funds
0.42%
New
114
Increased
480
Reduced
618
Closed
122
Calls
$306M
Puts
$229M
Net Calls
+$76.5M
Net Calls Change
-$89.2M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$1.23B
2
ZP
2
Zimmer Partners
New York
$204M
3
Citadel Advisors
3
Citadel Advisors
Florida
$121M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.02B
5
Morgan Stanley
5
Morgan Stanley
New York
$347M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.89B
2
Charles Schwab
2
Charles Schwab
California
$282M
3
Wells Fargo
3
Wells Fargo
California
$295M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$185M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$314M
Name Market Value Shares Shares
Change 		Shares
Change %
FPFS
1401
First Personal Financial Services
North Carolina
$1K 17 – –
BWM
1402
Baystate Wealth Management
Massachusetts
$1K 11 – –
PWM
1403
Provident Wealth Management
Tennessee
$1K 17 +17 New
FCA
1404
FinTrust Capital Advisors
South Carolina
$663 8,395 -8,445 -50%
Koshinski Asset Management
1405
Koshinski Asset Management
Illinois
$200 2,431 -1,232 -34%
WHRC
1406
W.H. Reaves & Co
New Jersey
– – -920,985 Closed
BCM
1407
Bridgeway Capital Management
Texas
– – -327,345 Closed
ST
1408
Sabal Trust
Florida
– – -242,758 Closed
CM
1409
Churchill Management
California
– – -151,883 Closed
SCM
1410
SKBA Capital Management
California
– – -112,600 Closed
LP
1411
LMR Partners
United Kingdom
– – -70,930 Closed
BHWA
1412
Beacon Harbor Wealth Advisors
Virginia
– – -43,352 Closed
CIA
1413
Covington Investment Advisors
Pennsylvania
– – -40,126 Closed
IA
1414
Icon Advisers
Colorado
– – -38,700 Closed
ADBIC
1415
A.D. Beadell Investment Counsel
Wisconsin
– – -38,272 Closed
VWM
1416
Valley Wealth Managers
New Jersey
– – -36,699 Closed
BGIM
1417
Brandywine Global Investment Management
Pennsylvania
– – -34,432 Closed
BL
1418
BFSG LLC
California
– – -33,553 Closed
VWM
1419
Venturi Wealth Management
Texas
– – -32,810 Closed
FAM
1420
Fulcrum Asset Management
United Kingdom
– – -31,351 Closed
PWSG
1421
Pacific Wealth Strategies Group
California
– – -21,968 Closed
SB
1422
Strategic Blueprint
Georgia
– – -21,128 Closed
CAM
1423
Columbia Asset Management
Michigan
– – -18,540 Closed
RIM
1424
Rampart Investment Management
Connecticut
– – -16,715 Closed
MERSOM
1425
Municipal Employees' Retirement System of Michigan
Michigan
– – -12,510 Closed
55 56
57
58 59