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Dominion Energy
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Overview Fund Activity

1,443 hedge funds and large institutions have $40.8B invested in Dominion Energy in 2021 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 530 increasing their positions, 626 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,443
Holders Change
-19
Holders Change %
-1.3%
% of All Funds
25.41%
Holding in Top 10
14
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-36.36%
% of All Funds
0.25%
New
111
Increased
530
Reduced
626
Closed
112
Calls
$177M
Puts
$200M
Net Calls
-$22.9M
Net Calls Change
+$6.91M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.35B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.41B
3
Boston Partners
Boston Partners
Massachusetts
$239M
4
Bank of America
Bank of America
North Carolina
$799M
5
Norges Bank
Norges Bank
Norway
$490M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.3B
2
Millennium Management
Millennium Management
New York
$43.7M
3
MWNA
Marshall Wace North America
New York
$2.35M
4
State Street
State Street
Massachusetts
$3.07B
5
Wellington Management Group
Wellington Management Group
Massachusetts
$1.21B
Name Holding Trade Value Shares
Change 		Shares
Change %
SFP
1501
Shepherd Financial Partners
Massachusetts
– -$342K -4,550 Closed
JSL
1502
JT Stratford LLC
Georgia
– -$329K -4,371 Closed
ABC
1503
Associated Banc-Corp
Wisconsin
– -$329K -4,371 Closed
MCM
1504
MAI Capital Management
Ohio
– -$316K -4,205 Closed
QI
1505
Qtron Investments
Massachusetts
– -$307K -4,080 Closed
UF
1506
Univest Financial
Pennsylvania
– -$302K -4,010 Closed
BWP
1507
Bernardo Wealth Planning
Pennsylvania
– -$300K -4,002 Closed
GIM
1508
Groesbeck Investment Management
New Jersey
– -$300K -3,994 Closed
MYLI
1509
Meiji Yasuda Life Insurance
Japan
– -$292K -3,884 Closed
BCM
1510
Bayesian Capital Management
New York
– -$292K -3,883 Closed
RMDI
1511
R.M. Davis Inc
Maine
– -$286K -3,802 Closed
ACWM
1512
Adams Chetwood Wealth Management
North Carolina
– -$277K -3,679 Closed
BCM
1513
Bluefin Capital Management
New York
– -$271K -3,600 Closed
KFA
1514
Krane Funds Advisors
New York
– -$266K -3,533 Closed
HPC
1515
Hobart Private Capital
North Carolina
– -$247K -3,279 Closed
NP
1516
NorthRock Partners
Minnesota
– -$246K -3,275 Closed
TAM
1517
Townsend Asset Management
North Carolina
– -$241K -3,199 Closed
MPPLM
1518
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– -$240K -3,187 Closed
CIA
1519
ClearBridge Investments (Australia)
Australia
– -$237K -3,148 Closed
MS
1520
Maven Securities
Jersey
– -$237K -3,145 Closed
PM
1521
Parametrica Management
Hong Kong
– -$235K -3,126 Closed
BG
1522
Bahl & Gaynor
Ohio
– -$234K -3,110 Closed
APP
1523
Avantax Planning Partners
Iowa
– -$231K -3,076 Closed
HWA
1524
HCR Wealth Advisors
California
– -$230K -3,059 Closed
OL
1525
Optas LLC
Texas
– -$226K -3,002 Closed
59 60
61
62 63