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Dominion Energy
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Overview Fund Activity

1,277 hedge funds and large institutions have $31B invested in Dominion Energy in 2023 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 481 increasing their positions, 525 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,277
Holders Change
-41
Holders Change %
-3.11%
% of All Funds
20.14%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
89
Increased
481
Reduced
525
Closed
120
Calls
$331M
Puts
$178M
Net Calls
+$152M
Net Calls Change
-$17.8M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.11B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.42B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.08B
4
Citadel Advisors
Citadel Advisors
Florida
$115M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$186M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$784M
3
ECP
Electron Capital Partners
New York
$0
4
VanEck Associates
VanEck Associates
New York
$10.6M
5
Deutsche Bank
Deutsche Bank
Germany
$292M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHIA
501
Birch Hill Investment Advisors
Massachusetts
$1.05M – – –
USAA
502
United Services Automobile Association
Texas
$1.05M – – –
CCM
503
Chiron Capital Management
Florida
$1.05M +$249K +4,800 +31%
CFB
504
Cullen/Frost Bankers
Texas
$1.05M -$16.5K -318 -2%
AFAS
505
Acorn Financial Advisory Services
Virginia
$1.04M +$55K +1,062 +6%
AA
506
Ancora Advisors
Ohio
$1.03M +$91K +1,757 +10%
CA
507
CSM Advisors
Pennsylvania
$1.02M – – –
ECG
508
Edge Capital Group
Georgia
$1.02M -$11.4K -220 -1%
WPC
509
Waters Parkerson & Co
Louisiana
$1.01M -$20.7K -400 -2%
IIM
510
INTECH Investment Management
Florida
$1.01M -$699K -13,494 -41%
WC
511
Woodstock Corp
Massachusetts
$1M -$59.6K -1,150 -6%
WCM
512
Whitener Capital Management
North Carolina
$997K +$30.8K +595 +3%
AA
513
Argent Advisors
Louisiana
$996K -$149K -2,876 -13%
IC
514
IEQ Capital
California
$994K +$105K +2,036 +12%
FG
515
Fiduciary Group
Georgia
$993K -$44.6K -862 -4%
GA
516
GoalVest Advisory
New York
$992K -$231K -4,451 -19%
BSA
517
Bull Street Advisors
Georgia
$989K +$8.03K +155 +0.8%
DWMS
518
Dominguez Wealth Management Solutions
Virginia
$986K -$18.3K -353 -2%
CFGS
519
Concourse Financial Group Securities
Alabama
$984K -$27.8K -537 -3%
BMO
520
Beck Mack & Oliver
New York
$982K – – –
BHBT
521
Burke & Herbert Bank & Trust
Virginia
$981K -$56.9K -1,098 -5%
BBHC
522
Brown Brothers Harriman & Co
New York
$981K -$8.75K -169 -0.9%
MIP
523
Marietta Investment Partners
Wisconsin
$978K – – –
SEM
524
Strategic Equity Management
Arizona
$977K -$4.14K -80 -0.4%
CK
525
Cohen Klingenstein
New York
$968K – – –
19 20
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