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Dominion Energy
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Overview Fund Activity

1,318 hedge funds and large institutions have $33.1B invested in Dominion Energy in 2023 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 555 increasing their positions, 482 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,318
Holders Change
-104
Holders Change %
-7.31%
% of All Funds
21.09%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
92
Increased
555
Reduced
482
Closed
162
Calls
$318M
Puts
$148M
Net Calls
+$170M
Net Calls Change
+$86M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$829M
2
Invesco
Invesco
Georgia
+$342M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$327M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$153M
5
Goldman Sachs
Goldman Sachs
New York
+$111M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$676M
2
Citadel Advisors
Citadel Advisors
Florida
-$141M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$133M
4
ECP
Empyrean Capital Partners
California
-$78.4M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$71.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCG
451
Cypress Capital Group
Florida
$1.43M -$385K -6,893 -21%
IA
452
IFP Advisors
Florida
$1.41M -$3.21M -41,425 -69%
EWA
453
Exencial Wealth Advisors
Oklahoma
$1.41M -$95.2K -1,702 -6%
SSA
454
Schonfeld Strategic Advisors
New York
$1.4M -$34.5M -616,522 -96%
HDIM
455
Hanson & Doremus Investment Management
Vermont
$1.4M +$727 +13 +0.1%
GFS
456
GYL Financial Synergies
Connecticut
$1.4M +$1.4M +25,044 New
TMAM
457
Tokio Marine Asset Management
Japan
$1.39M +$139K +2,484 +11%
CPIA
458
Cornell Pochily Investment Advisors
New York
$1.38M -$3.36K -60 -0.2%
TSWM
459
Triangle Securities Wealth Management
North Carolina
$1.38M -$22.4K -401 -2%
ECA
460
Elevated Capital Advisors
Utah
$1.37M +$117K +2,085 +9%
HKIM
461
Hayek Kallen Investment Management
Alabama
$1.37M -$145K -2,587 -10%
RWA
462
Ropes Wealth Advisors
Massachusetts
$1.35M -$46.6K -834 -3%
TRCT
463
Tower Research Capital (TRC)
New York
$1.35M +$267K +4,777 +25%
KPWS
464
Kestra Private Wealth Services
Texas
$1.34M +$57K +1,020 +4%
MC
465
Moors & Cabot
Massachusetts
$1.34M -$46.3K -829 -3%
RIL
466
Rothschild Investment LLC
Illinois
$1.34M +$559 +10 +0%
BFM
467
Boothbay Fund Management
New York
$1.33M -$2.24M -40,131 -63%
RA
468
RFG Advisory
Alabama
$1.33M -$138K -2,462 -9%
OF
469
Outfitter Financial
Maine
$1.32M -$27.7K -495 -2%
BF
470
BOK Financial
Oklahoma
$1.32M -$1.09M -19,523 -45%
GA
471
GoalVest Advisory
New York
$1.32M +$181K +3,239 +16%
BFS
472
Bard Financial Services
Connecticut
$1.32M -$19.3K -345 -1%
KWM
473
Kingsview Wealth Management
Oregon
$1.32M +$26.3K +470 +2%
DA
474
Dover Advisors
Virginia
$1.32M +$101K +1,810 +8%
IWC
475
Integrated Wealth Concepts
Massachusetts
$1.31M +$411K +7,358 +46%
17 18
19
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