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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
1
Wellington Management Group
Massachusetts
$730M
2
ZP
2
Zimmer Partners
New York
$239M
3
Goldman Sachs
3
Goldman Sachs
New York
$359M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.05B
5
MAM
5
Magellan Asset Management
Australia
$200M

Top Sellers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$75.7K
3
State Street
3
State Street
Massachusetts
$2.09B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$614M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRI
426
Colonial River Investments
Virginia
$1.16M -$553K -12,376 -32%
SCM
427
Schnieders Capital Management
California
$1.15M -$604K -13,527 -34%
MSAM
428
Moloney Securities Asset Management
Missouri
$1.15M -$14.2K -317 -1%
SB
429
Simmons Bank
Arkansas
$1.15M +$22.7K +508 +2%
ATFA
430
All Terrain Financial Advisors
Minnesota
$1.14M +$110K +2,454 +11%
JFL
431
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.14M -$198K -4,436 -15%
ACM
432
Ategra Capital Management
Virginia
$1.14M +$131K +2,940 +13%
BBVA
433
Banco Bilbao Vizcaya Argentaria
Spain
$1.13M +$23.4K +524 +2%
KPWS
434
Kestra Private Wealth Services
Texas
$1.12M -$5.85K -131 -0.5%
SYBT
435
Stock Yards Bank & Trust
Kentucky
$1.12M -$149K -3,345 -12%
PS
436
Pensionfund Sabic
Netherlands
$1.12M +$89.4K +2,000 +9%
KWM
437
Kingsview Wealth Management
Oregon
$1.12M +$31.2K +699 +3%
MC
438
Moors & Cabot
Massachusetts
$1.12M -$47.5K -1,064 -4%
FTWA
439
Fifth Third Wealth Advisors
Ohio
$1.11M +$1.11M +24,857 New
RI
440
Ridgewood Investments
New Jersey
$1.1M +$130K +2,915 +13%
AWM
441
Axxcess Wealth Management
California
$1.1M +$583K +13,048 +114%
PP
442
Prudential plc
United Kingdom
$1.09M -$189K -4,222 -15%
AUB
443
Atlantic Union Bankshares
Virginia
$1.09M -$167K -3,729 -13%
RIL
444
Rothschild Investment LLC
Illinois
$1.08M -$447 -10 -0%
CB
445
Community Bank
New York
$1.07M -$689K -15,429 -39%
BF
446
BOK Financial
Oklahoma
$1.06M +$180K +4,467 +20%
USAA
447
United Services Automobile Association
Texas
$1.05M +$149K +3,346 +17%
CANC
448
Culbertson A N & Co
Virginia
$1.04M +$8.93K +200 +0.9%
MGWM
449
Marks Group Wealth Management
Minnesota
$1.01M -$63.2K -1,415 -6%
ACS
450
Archford Capital Strategies
Illinois
$1.01M +$237K +5,299 +31%
16 17
18
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