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Dominion Energy
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Overview Fund Activity

1,196 hedge funds and large institutions have $27.4B invested in Dominion Energy in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 407 increasing their positions, 528 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,196
Holders Change
-81
Holders Change %
-6.34%
% of All Funds
19.07%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
84
Increased
407
Reduced
528
Closed
148
Calls
$305M
Puts
$173M
Net Calls
+$132M
Net Calls Change
-$20.9M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$730M
2
ZP
2
Zimmer Partners
New York
$239M
3
Goldman Sachs
3
Goldman Sachs
New York
$359M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.05B
5
MAM
5
Magellan Asset Management
Australia
$200M

Top Sellers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$75.7K
3
State Street
3
State Street
Massachusetts
$2.09B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$614M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
226
Geneos Wealth Management
Colorado
$4.25M +$197K +4,405 +5%
NAM
227
Nissay Asset Management
Japan
$4.17M +$147K +3,298 +4%
Northwestern Mutual Wealth Management
228
Northwestern Mutual Wealth Management
Wisconsin
$4.02M -$12.5K -280 -0.3%
BNP Paribas Asset Management
229
BNP Paribas Asset Management
France
$3.96M +$331K +7,406 +9%
Schroder Investment Management Group
230
Schroder Investment Management Group
United Kingdom
$3.95M +$52.4K +1,173 +1%
OC
231
Oppenheimer & Co
New York
$3.94M +$503K +11,266 +15%
Bank of Nova Scotia
232
Bank of Nova Scotia
Ontario, Canada
$3.87M +$500K +11,194 +15%
IIM
233
Intact Investment Management
Quebec, Canada
$3.83M – – –
Baird Financial Group
234
Baird Financial Group
Wisconsin
$3.83M +$211K +4,716 +6%
Rafferty Asset Management
235
Rafferty Asset Management
New York
$3.81M +$397K +8,896 +12%
HPG
236
Harvest Portfolios Group
Ontario, Canada
$3.8M +$371K +8,296 +11%
PGFC
237
Peapack-Gladstone Financial Corp
New Jersey
$3.79M -$169K -3,785 -4%
Cetera Investment Advisers
238
Cetera Investment Advisers
Illinois
$3.78M +$343K +7,688 +10%
SL
239
Salomon & Ludwin
Virginia
$3.78M +$25.2K +564 +0.7%
H
240
HoyleCohen
California
$3.72M -$135K -3,021 -4%
SA
241
Strategic Advisors
New York
$3.67M -$179 -4 -0%
OPTFSNA
242
Old Point Trust & Financial Services N A
Virginia
$3.63M -$149K -3,327 -4%
TPCW
243
TD Private Client Wealth
New York
$3.6M -$265K -5,943 -7%
XF
244
XML Financial
Maryland
$3.47M +$89 +2 +0%
PAM
245
Panagora Asset Management
Massachusetts
$3.46M -$555K -12,416 -14%
BCIM
246
British Columbia Investment Management
British Columbia, Canada
$3.4M +$30K +671 +0.9%
GIBU
247
Gulf International Bank (UK)
United Kingdom
$3.4M -$360K -8,069 -10%
SAM
248
Silvercrest Asset Management
New York
$3.39M -$22.5K -504 -0.7%
NA
249
NewEdge Advisors
Louisiana
$3.35M +$473K +10,595 +16%
TRSOTSOK
250
Teachers Retirement System of the State of Kentucky
Kentucky
$3.33M – – –
8 9
10
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