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Dominion Energy

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
Name Holding Trade Value Shares
Change
Shares
Change %
BFS
476
Bard Financial Services
Connecticut
$920K -$20.1K -450 -2%
PFSC
477
Peoples Financial Services Corp
Pennsylvania
$917K -$33.4K -747 -4%
HPC
478
HM Payson & Co
Maine
$916K -$80.8K -1,808 -8%
LW
479
Linscomb Wealth
Texas
$911K -$3.96M -88,594 -81%
EP
480
Edgestream Partners
New Jersey
$910K +$910K +20,376 New
BHIA
481
Birch Hill Investment Advisors
Massachusetts
$909K
GRP
482
Global Retirement Partners
California
$906K -$53.2K -1,267 -6%
Verition Fund Management
483
Verition Fund Management
Connecticut
$906K -$343K -7,684 -27%
CFB
484
Cullen/Frost Bankers
Texas
$906K +$2.64K +59 +0.3%
CICI
485
Capital Investment Counsel Inc
North Carolina
$890K +$197K +4,400 +28%
MAM
486
MWA Asset Management
Massachusetts
$888K +$888K +19,868 New
CA
487
CSM Advisors
Pennsylvania
$880K
GAM
488
Gotham Asset Management
New York
$880K -$1.25M -28,009 -59%
BFA
489
Buttonwood Financial Advisors
Maryland
$878K +$55.8K +1,249 +7%
BSA
490
Bull Street Advisors
Georgia
$877K +$24.3K +545 +3%
WPC
491
Waters Parkerson & Co
Louisiana
$868K -$4.47K -100 -0.5%
TCBWMS
492
Texas Capital Bank Wealth Management Services
Texas
$857K +$857K +19,192 New
NB
493
NBT Bank
New York
$856K -$67.8K -1,517 -7%
IC
494
IEQ Capital
California
$854K -$4.11K -92 -0.5%
WCM
495
Whitener Capital Management
North Carolina
$853K -$6.7K -150 -0.8%
DWMS
496
Dominguez Wealth Management Solutions
Virginia
$850K
TPA
497
Trivium Point Advisory
Connecticut
$850K +$110K +2,600 +15%
GBT
498
Grove Bank & Trust
Florida
$849K +$139K +3,120 +20%
Bank Julius Baer & Co
499
Bank Julius Baer & Co
Switzerland
$849K +$849K +19,000 New
BMO
500
Beck Mack & Oliver
New York
$847K