D icon

Dominion Energy
D

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 %
PAS
351
Park Avenue Securities
New York
$1.67M -$87.5K -1,862 -5%
TIAA Trust, National Association
352
TIAA Trust, National Association
North Carolina
$1.65M -$131K -2,781 -7%
BCV
353
Banque Cantonale Vaudoise
Switzerland
$1.64M +$587K +12,488 +56%
SWP
354
Stratos Wealth Partners
Ohio
$1.63M -$158K -3,370 -9%
FSA
355
Financial Security Advisor
Virginia
$1.62M -$200K -4,263 -11%
CI
356
Conning Inc
Connecticut
$1.61M -$2.59K -55 -0.2%
MLICM
357
Metropolitan Life Insurance Company (MetLife)
New York
$1.6M -$26.3K -559 -2%
CTC
358
Central Trust Company
Missouri
$1.6M -$178K -3,791 -10%
FCBT
359
First Citizens Bank & Trust
North Carolina
$1.59M +$378K +8,034 +31%
PA
360
Profund Advisors
Maryland
$1.59M -$41.3K -879 -3%
SM
361
Sciencast Management
New Jersey
$1.56M +$1.56M +33,097 New
TI
362
Tidal Investments
Wisconsin
$1.54M +$206K +4,389 +15%
BRWA
363
B. Riley Wealth Advisors
Florida
$1.54M -$768K -16,336 -33%
BOSSRA
364
B.O.S.S. Retirement Advisors
Utah
$1.54M -$276K -5,863 -15%
CCWM
365
Cassaday & Co Wealth Management
Virginia
$1.53M -$282 -6 -0%
JHCP
366
Jackson Hole Capital Partners
Oklahoma
$1.52M -$270K -5,744 -15%
LBC
367
Lowe Brockenbrough & Co
Virginia
$1.51M -$79.5K -1,691 -5%
MCC
368
Money Concepts Capital
Florida
$1.51M +$81.2K +1,728 +6%
IWM
369
IHT Wealth Management
Illinois
$1.5M +$1.04M +22,125 +225%
SDIC
370
South Dakota Investment Council
South Dakota
$1.49M +$61.1K +1,300 +4%
OSAM
371
O'Shaughnessy Asset Management
Connecticut
$1.48M +$811K +17,256 +122%
BB
372
Berkshire Bank
Massachusetts
$1.47M -$48.7K -1,036 -3%
FNT
373
First National Trust
Pennsylvania
$1.46M -$535K -11,392 -27%
NW
374
NewEdge Wealth
Pennsylvania
$1.44M -$174K -3,698 -11%
BRG
375
Bay Rivers Group
Virginia
$1.43M +$9.31K +198 +0.7%
13 14
15
16 17