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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 %
TRCT
301
Tower Research Capital (TRC)
New York
$2.35M +$1.2M +26,757 +103%
DWM
302
Dakota Wealth Management
Florida
$2.35M +$32.3K +722 +1%
KBC Group
303
KBC Group
Belgium
$2.34M – – –
CAM
304
Cresset Asset Management
Illinois
$2.34M +$745K +16,670 +47%
LSERS
305
Louisiana State Employees Retirement System
Louisiana
$2.31M +$4.47K +100 +0.2%
IAA
306
Independent Advisor Alliance
North Carolina
$2.31M +$53.2K +1,190 +2%
GCM
307
Greenland Capital Management
New York
$2.3M -$9.11M -203,874 -80%
VPIM
308
Vanguard Personalized Indexing Management
California
$2.26M +$27.1K +607 +1%
CIAS
309
Capital Investment Advisory Services
North Carolina
$2.24M +$902K +20,188 +67%
MGP
310
Metis Global Partners
California
$2.23M +$281K +6,293 +14%
OAM
311
Oppenheimer Asset Management
New York
$2.22M +$2.03M +45,341 +1,045%
BRWA
312
B. Riley Wealth Advisors
Florida
$2.19M +$188K +4,208 +9%
EHC
313
Everett Harris & Co
California
$2.18M -$103K -2,295 -4%
FNFDCM
314
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.15M -$88.7K -1,986 -4%
SI
315
Stephens Inc
Arkansas
$2.14M -$57.7K -1,292 -3%
BFA
316
Bill Few Associates
Pennsylvania
$2.13M +$147K +3,281 +7%
AOWM
317
Alpha Omega Wealth Management
Virginia
$2.11M -$20.1K -449 -0.9%
Mercer Global Advisors
318
Mercer Global Advisors
Colorado
$2.09M -$40.9K -916 -2%
NC
319
NovaPoint Capital
Georgia
$2.07M +$141K +3,149 +7%
RL
320
Retireful LLC
Michigan
$2.07M +$2.07M +46,283 New
CWM
321
CIBC World Markets
New York
$2.06M -$2.31M -51,791 -53%
HFM
322
Hartford Financial Management
Connecticut
$2.01M -$47.1K -1,055 -2%
RAM
323
Redmond Asset Management
Virginia
$2.01M +$298K +6,668 +17%
DADC
324
D.A. Davidson & Co
Montana
$1.99M -$329K -7,362 -14%
BCM
325
BTC Capital Management
Iowa
$1.99M +$156K +3,497 +9%
11 12
13
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