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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 %
TNB
401
Thomasville National Bank
Georgia
$1.3M -$47K -1,001 -3%
QCM
402
Quantinno Capital Management
New York
$1.3M -$206K -4,383 -14%
CNBT
403
Canandaigua National Bank & Trust
New York
$1.29M -$108K -2,289 -8%
ACM
404
Ategra Capital Management
Virginia
$1.28M +$82.2K +1,749 +7%
SS
405
Simplicity Solutions
Minnesota
$1.26M +$457K +9,724 +57%
ADL
406
Asset Dedication LLC
California
$1.25M +$15.4K +328 +1%
JIC
407
Johnson Investment Counsel
Ohio
$1.25M -$79.2K -1,686 -6%
NMIMC
408
Northwestern Mutual Investment Management Company
Wisconsin
$1.24M +$3.57K +76 +0.3%
SC
409
Slow Capital
California
$1.24M -$110K -2,332 -8%
MC
410
Moors & Cabot
Massachusetts
$1.23M +$52K +1,107 +4%
ATFA
411
All Terrain Financial Advisors
Minnesota
$1.22M +$22.7K +483 +2%
TAF
412
Tredje AP-fonden
Sweden
$1.22M – – –
IAN
413
Integrated Advisors Network
Texas
$1.21M +$202K +4,305 +20%
JFL
414
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.2M – – –
LDB
415
Lee, Danner & Bass
Tennessee
$1.2M +$169K +3,585 +16%
AssetMark Inc
416
AssetMark Inc
California
$1.19M +$169K +3,603 +17%
BBVA
417
Banco Bilbao Vizcaya Argentaria
Spain
$1.19M +$5.22K +111 +0.4%
MSAM
418
Moloney Securities Asset Management
Missouri
$1.19M -$23.2K -493 -2%
SCM
419
Schnieders Capital Management
California
$1.18M -$28.2K -600 -2%
PS
420
Pensionfund Sabic
Netherlands
$1.18M – – –
FCB
421
First County Bank
Connecticut
$1.17M -$300K -6,379 -20%
KWM
422
Kingsview Wealth Management
Oregon
$1.17M -$376 -8 -0%
SFI
423
Siemens Fonds Invest
Germany
$1.17M -$143K -3,046 -11%
FTWA
424
Fifth Third Wealth Advisors
Ohio
$1.17M – – –
PP
425
Prudential plc
United Kingdom
$1.15M -$2.44K -52 -0.2%
15 16
17
18 19