D icon

Dominion Energy
D

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 %
BSW
501
Buckingham Strategic Wealth
Missouri
$1.2M – – –
ASN
502
Advisory Services Network
Georgia
$1.19M -$89.6K -1,603 -7%
FCBT
503
First Citizens Bank & Trust
North Carolina
$1.19M +$22K +393 +2%
OQS
504
Occudo Quantitative Strategies
Florida
$1.18M +$673K +12,045 +132%
HCA
505
Horan Capital Advisors
Ohio
$1.18M +$8.67K +155 +0.7%
BL
506
Balentine LLC
Georgia
$1.18M +$680K +12,154 +136%
SS
507
Simplicity Solutions
Minnesota
$1.17M +$834K +14,908 +247%
MIM
508
Marco Investment Management
Georgia
$1.17M +$61.5K +1,100 +6%
BFG
509
Bleakley Financial Group
New Jersey
$1.17M -$44.4K -795 -4%
FA
510
FDx Advisors
Illinois
$1.17M – – –
BTWM
511
Baker Tilly Wealth Management
Wisconsin
$1.16M +$483K +8,630 +71%
GT
512
Glenview Trust
Kentucky
$1.16M -$46.7K -836 -4%
CFB
513
Cullen/Frost Bankers
Texas
$1.15M -$105K -1,875 -8%
WC
514
Woodstock Corp
Massachusetts
$1.14M +$12.6K +225 +1%
BHIA
515
Birch Hill Investment Advisors
Massachusetts
$1.14M – – –
USAA
516
United Services Automobile Association
Texas
$1.13M -$828K -14,816 -42%
BHBT
517
Burke & Herbert Bank & Trust
Virginia
$1.12M -$31K -555 -3%
FG
518
Fiduciary Group
Georgia
$1.12M +$68.9K +1,233 +7%
WPC
519
Waters Parkerson & Co
Louisiana
$1.11M +$64.3K +1,150 +6%
ECG
520
Edge Capital Group
Georgia
$1.11M +$886K +15,854 +396%
VFP
521
Verus Financial Partners
Virginia
$1.1M +$1.92K +34 +0.2%
CA
522
CSM Advisors
Pennsylvania
$1.1M – – –
ATFA
523
All Terrain Financial Advisors
Minnesota
$1.1M +$220K +3,941 +25%
CFGS
524
Concourse Financial Group Securities
Alabama
$1.09M +$57.8K +1,033 +6%
DWMS
525
Dominguez Wealth Management Solutions
Virginia
$1.08M +$2.35K +42 +0.2%
19 20
21
22 23