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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 %
NB
376
Norinchukin Bank
Japan
$1.41M -$187K -3,978 -12%
SSB
377
Sandy Spring Bank
Maryland
$1.41M -$156K -3,328 -10%
KRSITF
378
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.4M +$56.3K +1,197 +4%
GFA
379
Gallagher Fiduciary Advisors
Illinois
$1.4M +$515K +10,957 +58%
SAG
380
SageView Advisory Group
California
$1.39M +$842K +18,405 +153%
PA
381
Pinnacle Associates
New York
$1.39M -$181K -3,860 -12%
TCOT
382
Trust Company of Toledo
Ohio
$1.39M -$373K -7,931 -21%
SGK
383
Steigerwald Gordon & Koch
Virginia
$1.38M -$1.76M -37,421 -56%
UCFA
384
United Capital Financial Advisors
Texas
$1.38M +$566K +12,043 +70%
WSTAM
385
Wilbanks Smith & Thomas Asset Management
Virginia
$1.38M -$59.1K -1,257 -4%
Man Group
386
Man Group
United Kingdom
$1.36M +$1.36M +29,040 New
EF
387
Empirical Finance
Pennsylvania
$1.36M +$9.87K +210 +0.7%
HIP
388
HUB Investment Partners
Texas
$1.35M +$929K +19,758 +218%
VAS
389
Vestmark Advisory Solutions
Massachusetts
$1.35M -$137K -2,906 -9%
AWM
390
Axxcess Wealth Management
California
$1.35M +$198K +4,214 +17%
AA
391
Argent Advisors
Louisiana
$1.35M +$88.1K +1,874 +7%
UB
392
UMB Bank
Missouri
$1.35M -$98.7K -2,099 -7%
IC
393
IEQ Capital
California
$1.35M +$448K +9,542 +50%
IMRF
394
Illinois Municipal Retirement Fund
Illinois
$1.34M – – –
MPWT
395
MassMutual Private Wealth & Trust
Connecticut
$1.33M -$314K -6,683 -19%
SC
396
Sepio Capital
Utah
$1.33M -$1.42M -30,280 -52%
CNFG
397
Creegan & Nassoura Financial Group
New Hampshire
$1.33M -$316K -6,725 -19%
TMAM
398
Tokio Marine Asset Management
Japan
$1.32M +$72.3K +1,538 +6%
BAMF
399
BI Asset Management Fondsmaeglerselskab
Denmark
$1.3M -$328K -6,982 -20%
PAM
400
Palisade Asset Management
Minnesota
$1.3M -$133K -2,840 -9%
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16
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