D icon

Dominion Energy
D

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 %
WPP
1501
Whalerock Point Partners
Rhode Island
– -$203K -2,667 Closed
CAM
1502
Covenant Asset Management
New Jersey
– -$202K -2,659 Closed
GKWIM
1503
Gerber Kawasaki Wealth & Investment Management
California
– -$201K -2,657 Closed
ACM
1504
Allred Capital Management
Texas
– -$178K -2,349 Closed
Bank Julius Baer & Co
1505
Bank Julius Baer & Co
Switzerland
– -$169K -2,225 Closed
SM
1506
SG3 Management
Puerto Rico
– -$152K -2,000 Closed
WCM
1507
Wealthcare Capital Management
Virginia
– -$124K -1,628 Closed
TIM
1508
Thornburg Investment Management
New Mexico
– -$118K -1,556 Closed
AWC
1509
Abundance Wealth Counselors
Pennsylvania
– -$114K -1,507 Closed
RWB
1510
RMR Wealth Builders
New Jersey
– -$102K -1,347 Closed
CAC
1511
Certified Advisory Corp
Florida
– -$31K -406 Closed
TC
1512
Trust Company
Kansas
– -$29K -383 Closed
BAMG
1513
Brand Asset Management Group
Missouri
– -$25K -324 Closed
CG
1514
Cutler Group
California
– -$22K -299 Closed
APWM
1515
Atlas Private Wealth Management
New York
– -$22K -286 Closed
MF
1516
Manchester Financial
California
– -$18K -235 Closed
AJ
1517
Ashburton (Jersey)
Jersey
– -$13K -166 Closed
MWP
1518
Meridian Wealth Partners
Pennsylvania
– -$12K -163 Closed
SSWG
1519
Seven Springs Wealth Group
Tennessee
– -$11K -150 Closed
SFMG
1520
Sage Financial Management Group
Virginia
– -$9K -124 Closed
DWP
1521
Destiny Wealth Partners
Florida
– -$8K -105 Closed
MLFP
1522
MPS Loria Financial Planners
Illinois
– -$4K -59 Closed
HI
1523
Human Investing
Oregon
– -$4K -50 Closed
FP
1524
Fiduciary Planning
Florida
– -$3K -34 Closed
CAM
1525
CenterStar Asset Management
Illinois
– -$65K – –
57 58 59 60
61