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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 %
KBC Group
276
KBC Group
Belgium
$2.6M +$133K +2,833 +5%
Pacer Advisors
277
Pacer Advisors
Pennsylvania
$2.59M -$2.07M -44,079 -44%
LMIM
278
Lockheed Martin Investment Management
Maryland
$2.58M -$281K -5,400 -10%
VLKIM
279
Van Lanschot Kempen Investment Management
Netherlands
$2.52M – – –
AAS
280
Avantax Advisory Services
Texas
$2.52M -$122K -2,601 -5%
RBA
281
Richard Bernstein Advisors
New York
$2.49M +$1.32K +28 +0.1%
SAM
282
Securian Asset Management
Minnesota
$2.49M -$334K -7,111 -12%
FGAM
283
Financial Gravity Asset Management
Texas
$2.48M +$124K +1,873 +5%
OC
284
Oppenheimer & Co
New York
$2.47M -$1.67M -35,606 -40%
BFS
285
Bradley Foster & Sargent
Connecticut
$2.46M +$59.4K +1,264 +2%
AMG
286
Advisors Management Group
Wisconsin
$2.46M -$42.6K -906 -2%
RC
287
Resolution Capital
Australia
$2.45M +$2.45M +52,132 New
WBC
288
Westpac Banking Corp
Australia
$2.42M -$101K -2,156 -4%
OAM
289
Oppenheimer Asset Management
New York
$2.38M +$48.5K +1,031 +2%
LSERS
290
Louisiana State Employees Retirement System
Louisiana
$2.38M -$56.4K -1,200 -2%
Rockefeller Capital Management
291
Rockefeller Capital Management
New York
$2.36M +$298K +6,330 +14%
PWW
292
Pettyjohn Wood & White
Virginia
$2.34M -$675K -14,362 -22%
CA
293
Cornerstone Advisors
North Carolina
$2.3M -$282K -6,000 -11%
MGP
294
Metis Global Partners
California
$2.29M -$56.5K -1,202 -2%
CAM
295
Cresset Asset Management
Illinois
$2.27M -$186K -3,948 -8%
CAM
296
Carret Asset Management
New York
$2.23M -$278K -5,917 -11%
SG Americas Securities
297
SG Americas Securities
New York
$2.23M +$825K +17,565 +59%
BFA
298
Bill Few Associates
Pennsylvania
$2.22M -$22.6K -481 -1%
CRI
299
Colonial River Investments
Virginia
$2.19M +$972K +20,676 +80%
HFM
300
Hartford Financial Management
Connecticut
$2.17M +$54.9K +1,169 +3%
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