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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 %
MSG
426
Main Street Group
Virginia
$1.15M +$1.15M +24,414 New
RI
427
Ridgewood Investments
New Jersey
$1.14M -$17.2K -365 -1%
VWMG
428
Virginia Wealth Management Group
Virginia
$1.14M -$1.48M -31,532 -57%
TAM
429
Tocqueville Asset Management
New York
$1.12M -$4.67M -99,380 -81%
Credit Agricole
430
Credit Agricole
France
$1.11M +$743K +15,807 +201%
USAA
431
United Services Automobile Association
Texas
$1.11M – – –
CIA
432
Concurrent Investment Advisors
Florida
$1.11M +$1.11M +23,512 New
CHC
433
City Holding Co
West Virginia
$1.1M -$129K -2,744 -10%
KPWS
434
Kestra Private Wealth Services
Texas
$1.1M -$83.5K -1,777 -7%
BFS
435
Bard Financial Services
Connecticut
$1.08M +$113K +2,400 +12%
ASN
436
Advisory Services Network
Georgia
$1.07M -$743K -15,801 -41%
AF
437
Arrow Financial
New York
$1.07M +$34.6K +736 +3%
NB
438
NBT Bank
New York
$1.07M +$169K +3,591 +19%
BF
439
BOK Financial
Oklahoma
$1.07M -$169K -3,593 -14%
Squarepoint
440
Squarepoint
New York
$1.07M -$285K -6,058 -21%
CANC
441
Culbertson A N & Co
Virginia
$1.07M -$31.1K -662 -3%
SYBT
442
Stock Yards Bank & Trust
Kentucky
$1.05M -$127K -2,699 -11%
BFG
443
Bleakley Financial Group
New Jersey
$1.04M +$241K +5,129 +30%
SC
444
SouthState Corp
Florida
$1.04M -$176K -3,744 -14%
AIM
445
Anchor Investment Management
South Carolina
$1.04M -$306K -6,511 -23%
CA
446
Cullinan Associates
Kentucky
$1.04M – – –
SPG
447
Strategic Planning Group
Utah
$1.03M +$1.03M +21,898 New
CICI
448
Capital Investment Counsel Inc
North Carolina
$1.03M +$90.4K +1,924 +10%
FI
449
FJ Investments
Utah
$1.02M +$1.02M +21,800 New
AUB
450
Atlantic Union Bankshares
Virginia
$1.02M -$124K -2,630 -11%
16 17
18
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