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Dominion Energy
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Overview Fund Activity

1,277 hedge funds and large institutions have $31B invested in Dominion Energy in 2023 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 481 increasing their positions, 525 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,277
Holders Change
-41
Holders Change %
-3.11%
% of All Funds
20.14%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
89
Increased
481
Reduced
525
Closed
120
Calls
$331M
Puts
$178M
Net Calls
+$152M
Net Calls Change
-$17.8M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.11B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.42B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.08B
4
Citadel Advisors
4
Citadel Advisors
Florida
$115M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$186M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$784M
3
ECP
3
Electron Capital Partners
New York
$0
4
VanEck Associates
4
VanEck Associates
New York
$10.6M
5
Deutsche Bank
5
Deutsche Bank
Germany
$292M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
301
Cornerstone Advisors
North Carolina
$2.98M +$2.98M +57,600 New
BHWM
302
Bar Harbor Wealth Management
New Hampshire
$2.92M +$373K +7,194 +15%
WAM
303
Wallington Asset Management
Indiana
$2.91M -$28.4K -549 -1%
AAS
304
Avantax Advisory Services
Texas
$2.89M -$3.15M -60,918 -52%
3IP
305
3Chopt Investment Partners
Virginia
$2.88M -$39.8K -768 -1%
LMIM
306
Lockheed Martin Investment Management
Maryland
$2.85M +$295K +5,700 +12%
SG Americas Securities
307
SG Americas Securities
New York
$2.82M +$2.64M +50,937 +1,482%
E
308
Ergoteles
New York
$2.81M +$2.81M +54,220 New
VLKIM
309
Van Lanschot Kempen Investment Management
Netherlands
$2.78M -$49.9K -964 -2%
RBA
310
Richard Bernstein Advisors
New York
$2.74M – – –
AMG
311
Advisors Management Group
Wisconsin
$2.73M +$11.9K +230 +0.4%
KBC Group
312
KBC Group
Belgium
$2.72M – – –
Rockefeller Capital Management
313
Rockefeller Capital Management
New York
$2.7M +$174K +3,365 +7%
DADC
314
D.A. Davidson & Co
Montana
$2.69M +$24.5K +474 +0.9%
DWM
315
Dakota Wealth Management
Florida
$2.68M -$13.6K -262 -0.5%
LSERS
316
Louisiana State Employees Retirement System
Louisiana
$2.68M -$129K -2,500 -5%
William Blair & Company
317
William Blair & Company
Illinois
$2.68M -$436K -8,421 -14%
BFS
318
Bradley Foster & Sargent
Connecticut
$2.65M +$86.6K +1,672 +3%
EHC
319
Everett Harris & Co
California
$2.65M +$988K +19,075 +60%
IAA
320
Independent Advisor Alliance
North Carolina
$2.62M +$158K +3,054 +6%
FNFDCM
321
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.6M +$9.06K +175 +0.4%
VPIM
322
Vanguard Personalized Indexing Management
California
$2.59M +$245K +4,740 +10%
TFA
323
Toth Financial Advisory
Virginia
$2.56M -$10.3K -198 -0.4%
SI
324
Stephens Inc
Arkansas
$2.55M -$218K -4,212 -8%
SWP
325
Strategic Wealth Partners
Ohio
$2.53M -$19.2K -371 -0.8%
11 12
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