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Dominion Energy
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Overview Fund Activity

1,229 hedge funds and large institutions have $29.1B invested in Dominion Energy in 2023 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 335 increasing their positions, 593 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,229
Holders Change
+33
Holders Change %
+2.76%
% of All Funds
18.02%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
156
Increased
335
Reduced
593
Closed
107
Calls
$373M
Puts
$218M
Net Calls
+$155M
Net Calls Change
+$23M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$487M
2
Morgan Stanley
Morgan Stanley
New York
+$378M
3
Dodge & Cox
Dodge & Cox
California
+$304M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$231M
5
CIA
ClearBridge Investments (Australia)
Australia
+$214M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$426M
2
ZP
Zimmer Partners
New York
-$251M
3
Invesco
Invesco
Georgia
-$212M
4
Deutsche Bank
Deutsche Bank
Germany
-$184M
5
Franklin Resources
Franklin Resources
California
-$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
EMPI
251
Elo Mutual Pension Insurance
Finland
$3.43M +$145K +3,091 +4%
Wealthfront Advisers
252
Wealthfront Advisers
California
$3.39M -$1.32M -28,090 -28%
TTWM
253
TCV Trust & Wealth Management
Virginia
$3.37M -$79.5K -1,692 -2%
NA
254
NewEdge Advisors
Louisiana
$3.36M -$37.3K -821 -1%
TRSOTSOK
255
Teachers Retirement System of the State of Kentucky
Kentucky
$3.36M -$145K -3,091 -4%
BCCM
256
Bridge Creek Capital Management
Massachusetts
$3.24M +$268K +5,695 +9%
GIBU
257
Gulf International Bank (UK)
United Kingdom
$3.24M -$332K -7,068 -9%
DTL
258
Dynamic Technology Lab
Singapore
$3.23M +$3.23M +68,801 New
KRS
259
Kentucky Retirement Systems
Kentucky
$3.15M +$135K +2,862 +4%
TPCW
260
TD Private Client Wealth
New York
$3.07M -$712K -15,145 -19%
NS
261
NBC Securities
Alabama
$3.07M +$2.58M +54,974 +534%
MSRPS
262
Maryland State Retirement & Pension System
Maryland
$3.06M +$57.2K +1,218 +2%
VI
263
Vestcor Inc
New Brunswick, Canada
$3.02M -$10.4K -221 -0.3%
MWAM
264
Manhattan West Asset Management
California
$2.95M +$679K +14,450 +30%
SAM
265
Silvercrest Asset Management
New York
$2.95M -$618K -13,143 -17%
IAA
266
Independent Advisor Alliance
North Carolina
$2.94M +$504K +10,730 +21%
VF
267
Virtu Financial
New York
$2.91M +$2.56M +54,514 +729%
Baird Financial Group
268
Baird Financial Group
Wisconsin
$2.75M -$1.28M -27,189 -32%
CA
269
Carson Advisory
Georgia
$2.75M -$194K -4,117 -7%
PFS
270
Prospera Financial Services
Texas
$2.74M -$226K -4,802 -8%
BMCM
271
Bryn Mawr Capital Management
Pennsylvania
$2.74M -$2.71M -57,642 -50%
CIAS
272
Capital Investment Advisory Services
North Carolina
$2.68M +$325K +6,912 +14%
Thrivent Financial for Lutherans
273
Thrivent Financial for Lutherans
Minnesota
$2.67M -$279K -5,927 -9%
HIMCH
274
Hartford Investment Management Co (HIMCO)
Connecticut
$2.65M -$31.3K -667 -1%
SP
275
Stablepoint Partners
Massachusetts
$2.62M +$2.62M +55,653 New
9 10
11
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