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Dominion Energy
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Overview Fund Activity

1,318 hedge funds and large institutions have $33.1B invested in Dominion Energy in 2023 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 555 increasing their positions, 482 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,318
Holders Change
-104
Holders Change %
-7.31%
% of All Funds
21.09%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
92
Increased
555
Reduced
482
Closed
162
Calls
$318M
Puts
$148M
Net Calls
+$170M
Net Calls Change
+$86M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$829M
2
Invesco
Invesco
Georgia
+$342M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$327M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$153M
5
Goldman Sachs
Goldman Sachs
New York
+$111M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$676M
2
Citadel Advisors
Citadel Advisors
Florida
-$141M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$133M
4
ECP
Empyrean Capital Partners
California
-$78.4M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$71.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNFDCM
326
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.79M -$57K -1,020 -2%
AFG
327
Albion Financial Group
Utah
$2.79M +$28.8K +515 +1%
TFA
328
Toth Financial Advisory
Virginia
$2.78M +$234K +4,179 +9%
BFS
329
Bradley Foster & Sargent
Connecticut
$2.77M +$404K +7,231 +17%
VWMG
330
Virginia Wealth Management Group
Virginia
$2.76M +$570K +10,193 +26%
LMIM
331
Lockheed Martin Investment Management
Maryland
$2.76M -$5.36M -95,785 -66%
SWP
332
Strategic Wealth Partners
Ohio
$2.75M +$1M +17,905 +57%
BHWM
333
Bar Harbor Wealth Management
New Hampshire
$2.75M +$334K +5,970 +14%
Rockefeller Capital Management
334
Rockefeller Capital Management
New York
$2.72M -$903K -16,159 -25%
JFL
335
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.7M -$131K -2,350 -5%
IAA
336
Independent Advisor Alliance
North Carolina
$2.66M -$253K -4,530 -9%
AOWM
337
Alpha Omega Wealth Management
Virginia
$2.63M +$80.7K +1,443 +3%
BFIM
338
Beese Fulmer Investment Management
Ohio
$2.56M -$120K -2,139 -4%
BPA
339
Beacon Pointe Advisors
California
$2.55M -$248K -4,434 -9%
VPIM
340
Vanguard Personalized Indexing Management
California
$2.53M +$1.25M +22,404 +98%
HPWA
341
Hall Private Wealth Advisors
North Carolina
$2.51M -$3.47K -62 -0.1%
VAS
342
Vestmark Advisory Solutions
Massachusetts
$2.47M +$444K +7,945 +22%
BMSSC
343
B. Metzler seel. Sohn & Co
Germany
$2.46M -$378K -6,757 -13%
SSWM
344
Smith Salley Wealth Management
North Carolina
$2.46M -$6.98M -124,941 -74%
MCC
345
Money Concepts Capital
Florida
$2.45M -$291K -5,193 -11%
GLLW
346
Graves Light Lenhart Wealth
Virginia
$2.45M -$13.4K -239 -0.5%
SPC
347
Sigma Planning Corp
Michigan
$2.44M -$231K -4,139 -9%
Nordea Investment Management
348
Nordea Investment Management
Sweden
$2.43M +$2.51K +45 +0.1%
BFA
349
Bill Few Associates
Pennsylvania
$2.42M +$71.6K +1,280 +3%
SOAMC
350
Spirit of America Management Corp
New York
$2.4M +$106K +1,900 +5%
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