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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 %
FBT
326
First Bank & Trust
South Dakota
$1.87M +$73.8K +1,570 +4%
CM
327
Crestline Management
Texas
$1.86M +$1.86M +39,645 New
MCB
328
Morton Community Bank
Illinois
$1.85M +$1.85M +39,443 New
DWM
329
Dakota Wealth Management
Florida
$1.84M -$625K -13,304 -25%
FB
330
Fulton Bank
Pennsylvania
$1.82M -$83.9K -1,785 -4%
SGC
331
Slocum, Gordon & Co
Rhode Island
$1.81M +$25.9K +551 +1%
Teacher Retirement System of Texas
332
Teacher Retirement System of Texas
Texas
$1.81M -$1.24M -26,341 -41%
AWS
333
Atria Wealth Solutions
New York
$1.8M +$128K +2,733 +8%
BFIM
334
Beese Fulmer Investment Management
Ohio
$1.8M -$160K -3,403 -8%
FMII
335
Farmers & Merchants Investments Inc
Nebraska
$1.79M -$3.65M -77,560 -67%
LS
336
Leelyn Smith
Illinois
$1.79M -$28.3K -602 -2%
ATC
337
Argent Trust Co
Tennessee
$1.78M -$165K -3,520 -8%
GWA
338
Gratus Wealth Advisors
Virginia
$1.78M +$1.78M +37,906 New
AG
339
Ascent Group
Virginia
$1.78M -$56.3K -1,246 -3%
MA
340
Mutual Advisors
Nebraska
$1.77M -$202K -4,299 -10%
DADC
341
D.A. Davidson & Co
Montana
$1.77M -$328K -6,971 -16%
BPA
342
Beacon Pointe Advisors
California
$1.76M -$144K -3,059 -8%
IWC
343
Integrated Wealth Concepts
Massachusetts
$1.76M +$102K +2,161 +6%
RJT
344
Raymond James Trust
Florida
$1.75M -$57.4K -1,221 -3%
RCM
345
Raleigh Capital Management
North Carolina
$1.74M -$51K -1,086 -3%
CC
346
Courier Capital
New York
$1.74M -$70.7K -1,504 -4%
AWM
347
Apollon Wealth Management
South Carolina
$1.71M +$173K +3,679 +11%
SC
348
Sagefield Capital
Texas
$1.71M +$1.71M +36,340 New
William Blair & Company
349
William Blair & Company
Illinois
$1.68M -$158K -3,355 -9%
CGH
350
Crossmark Global Holdings
Texas
$1.67M -$36K -766 -2%
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