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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 %
BFEC
451
Benjamin F. Edwards & Company
Missouri
$1.01M +$458K +9,738 +83%
HWM
452
HB Wealth Management
Georgia
$1.01M +$285K +6,072 +40%
RCM
453
Radnor Capital Management
Pennsylvania
$1.01M -$4.7K -100 -0.5%
MYAM
454
Meiji Yasuda Asset Management
Japan
$1,000K +$5.64K +120 +0.6%
CCM
455
Chiron Capital Management
Florida
$992K -$244K -5,200 -20%
Capstone Investment Advisors
456
Capstone Investment Advisors
New York
$990K -$2.02M -43,083 -67%
Fidelity International
457
Fidelity International
Bermuda
$984K -$36.8K -783 -4%
AIMCA
458
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$982K – – –
3IP
459
3Chopt Investment Partners
Virginia
$979K -$766K -16,287 -44%
PG
460
Patten Group
Tennessee
$976K -$20.3K -431 -2%
CB
461
Community Bank
New York
$970K -$160K -3,400 -14%
GAM
462
Groupama Asset Management
France
$969K +$969K +20,617 New
PFSC
463
Peoples Financial Services Corp
Pennsylvania
$957K -$7.52K -160 -0.8%
BHIA
464
Birch Hill Investment Advisors
Massachusetts
$957K – – –
WA
465
Wealth Alliance
New York
$934K -$65.7K -1,398 -7%
BHPW
466
Beverly Hills Private Wealth
California
$929K -$780K -16,603 -46%
RIL
467
Rothschild Investment LLC
Illinois
$926K -$210K -4,465 -18%
CA
468
CSM Advisors
Pennsylvania
$926K – – –
CFGS
469
Concourse Financial Group Securities
Alabama
$919K -$67.9K -1,444 -7%
IMCOOI
470
Investment Management Corp of Ontario (IMCO)
Canada
$918K +$918K +19,541 New
SWM
471
Spire Wealth Management
Virginia
$918K -$46K -1,014 -5%
DPAM
472
Degroof Petercam Asset Management
Belgium
$917K +$917K +19,500 New
ACIM
473
Azimuth Capital Investment Management
Michigan
$912K +$32.9K +700 +4%
FTDI
474
First Trust Direct Indexing
Massachusetts
$908K +$47.2K +1,004 +5%
BSA
475
Bull Street Advisors
Georgia
$906K -$17.4K -370 -2%
17 18
19
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