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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 %
WPC
476
Waters Parkerson & Co
Louisiana
$905K -$7.8K -166 -0.9%
SB
477
Simmons Bank
Arkansas
$904K -$302K -6,430 -25%
DWMS
478
Dominguez Wealth Management Solutions
Virginia
$894K -$705 -15 -0.1%
DA
479
Dover Advisors
Virginia
$893K -$103K -2,184 -10%
BMO
480
Beck Mack & Oliver
New York
$891K – – –
SFA
481
Sequoia Financial Advisors
Ohio
$890K +$399K +8,484 +81%
WT
482
Washington Trust
Rhode Island
$890K -$4.88M -103,892 -85%
MIP
483
Marietta Investment Partners
Wisconsin
$888K – – –
CK
484
Cohen Klingenstein
New York
$879K – – –
BFA
485
Buttonwood Financial Advisors
Maryland
$874K -$49.8K -1,059 -5%
EFS
486
Econ Financial Services
Pennsylvania
$870K +$108K +2,300 +14%
BHWM
487
Bar Harbor Wealth Management
New Hampshire
$865K -$1.77M -37,561 -67%
TPA
488
Trivium Point Advisory
Connecticut
$865K -$75.2K -1,599 -8%
FCM
489
Fourpath Capital Management
Oklahoma
$857K -$31.3K -665 -4%
CCM
490
Chickasaw Capital Management
Tennessee
$856K -$10.8K -230 -1%
EWA
491
Exencial Wealth Advisors
Oklahoma
$852K -$130K -2,767 -13%
HWA
492
Heritage Wealth Advisors
Virginia
$851K +$81.7K +1,739 +11%
HKIM
493
Hayek Kallen Investment Management
Alabama
$849K -$172K -3,670 -17%
THWM
494
Taylor Hoffman Wealth Management
Virginia
$846K -$21.9K -467 -3%
BONH
495
Bank of New Hampshire
New Hampshire
$835K +$158K +3,364 +23%
PFP
496
Pinnacle Financial Partners
Tennessee
$826K -$425K -9,042 -34%
SC
497
Syon Capital
California
$822K +$822K +17,496 New
YIH
498
Y-Intercept (HK)
Hong Kong
$819K +$819K +17,425 New
MMA
499
Miracle Mile Advisors
California
$813K -$1.46K -31 -0.2%
WW
500
Waterfront Wealth
Kansas
$813K +$13.3K +282 +2%
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