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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
Wellington Management Group
Massachusetts
$730M
2
ZP
Zimmer Partners
New York
$239M
3
Goldman Sachs
Goldman Sachs
New York
$359M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.05B
5
MAM
Magellan Asset Management
Australia
$200M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
2
Citadel Advisors
Citadel Advisors
Florida
$75.7K
3
State Street
State Street
Massachusetts
$2.09B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$614M
5
Two Sigma Investments
Two Sigma Investments
New York
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LS
351
Leelyn Smith
Illinois
$1.73M +$243K +5,448 +16%
BOSSRA
352
B.O.S.S. Retirement Advisors
Utah
$1.72M -$107K -2,386 -6%
VRM
353
Vectors Research Management
New York
$1.72M +$24.1K +622 +1%
CC
354
Courier Capital
New York
$1.72M -$25.6K -574 -1%
RJT
355
Raymond James Trust
Florida
$1.71M +$19.3K +433 +1%
FBT
356
First Bank & Trust
South Dakota
$1.71M +$619K +13,849 +57%
RCM
357
Raleigh Capital Management
North Carolina
$1.7M +$155K +3,471 +10%
JHCP
358
Jackson Hole Capital Partners
Oklahoma
$1.7M -$28.5K -639 -2%
SWP
359
Stratos Wealth Partners
Ohio
$1.7M -$1.16M -26,017 -41%
TIAA Trust, National Association
360
TIAA Trust, National Association
North Carolina
$1.7M +$1.7M +37,968 New
SGC
361
Slocum, Gordon & Co
Rhode Island
$1.69M -$49.6K -1,110 -3%
CTC
362
Central Trust Company
Missouri
$1.69M -$13.3K -298 -0.8%
TCOT
363
Trust Company of Toledo
Ohio
$1.67M -$24.8K -556 -1%
PAS
364
Park Avenue Securities
New York
$1.67M +$212K +4,740 +15%
SIP
365
Stoneridge Investment Partners
Pennsylvania
$1.66M -$78.8K -1,763 -5%
3IP
366
3Chopt Investment Partners
Virginia
$1.66M -$827K -18,521 -33%
PCA
367
Providence Capital Advisors
North Carolina
$1.64M +$10.2K +228 +0.6%
BHPW
368
Beverly Hills Private Wealth
California
$1.62M -$1.65M -36,950 -50%
AWS
369
Atria Wealth Solutions
New York
$1.59M -$121K -2,706 -7%
IWC
370
Integrated Wealth Concepts
Massachusetts
$1.58M +$346K +7,756 +28%
MPWT
371
MassMutual Private Wealth & Trust
Connecticut
$1.57M +$92.4K +2,069 +6%
CNFG
372
Creegan & Nassoura Financial Group
New Hampshire
$1.56M -$61.4K -1,375 -4%
PA
373
Profund Advisors
Maryland
$1.55M -$3.98K -89 -0.3%
CGH
374
Crossmark Global Holdings
Texas
$1.55M -$59.2K -1,391 -4%
BAMF
375
BI Asset Management Fondsmaeglerselskab
Denmark
$1.55M -$42.2K -944 -3%
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