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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 %
CWM
476
Chronos Wealth Management
Florida
$1.3M -$315K -5,628 -19%
HPC
477
HM Payson & Co
Maine
$1.3M -$98.6K -1,764 -7%
RCM
478
Radnor Capital Management
Pennsylvania
$1.3M – – –
CANC
479
Culbertson A N & Co
Virginia
$1.3M +$137K +2,458 +12%
SWM
480
Spire Wealth Management
Virginia
$1.3M +$550K +9,829 +73%
PS
481
Pensionfund Sabic
Netherlands
$1.29M – – –
LDB
482
Lee, Danner & Bass
Tennessee
$1.28M -$6.99K -125 -0.5%
BBVA
483
Banco Bilbao Vizcaya Argentaria
Spain
$1.28M +$209K +3,736 +20%
IAN
484
Integrated Advisors Network
Texas
$1.27M -$42.1K -753 -3%
EF
485
Empirical Finance
Pennsylvania
$1.27M +$64.6K +1,156 +5%
BWM
486
BerganKDV Wealth Management
Minnesota
$1.27M +$112K +2,007 +10%
MSAM
487
Moloney Securities Asset Management
Missouri
$1.26M +$262K +4,682 +26%
ADL
488
Asset Dedication LLC
California
$1.26M +$361K +6,459 +40%
Capstone Investment Advisors
489
Capstone Investment Advisors
New York
$1.26M -$1.47M -26,330 -54%
PG
490
Patten Group
Tennessee
$1.25M +$297K +5,317 +31%
SIG
491
Stonegate Investment Group
Alabama
$1.24M -$118K -2,113 -9%
Verition Fund Management
492
Verition Fund Management
Connecticut
$1.24M -$11.1M -197,684 -90%
AA
493
Argent Advisors
Louisiana
$1.24M +$286K +5,112 +30%
PFSC
494
Peoples Financial Services Corp
Pennsylvania
$1.22M -$39.1K -700 -3%
KIA
495
KCM Investment Advisors
California
$1.22M -$102K -1,821 -8%
NB
496
NBT Bank
New York
$1.22M -$123K -2,208 -9%
HWA
497
Heritage Wealth Advisors
Virginia
$1.21M -$13.3M -238,284 -92%
BCM
498
Bayesian Capital Management
New York
$1.21M +$1.21M +21,700 New
GRP
499
Global Retirement Partners
California
$1.21M +$244K +4,372 +25%
AIA
500
Armor Investment Advisors
North Carolina
$1.21M -$106K -1,901 -8%
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