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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 %
FHA
501
First Horizon Advisors
Tennessee
$807K +$7.1K +151 +0.9%
HPC
502
HM Payson & Co
Maine
$807K -$157K -3,345 -16%
TCOV
503
Trust Company of Vermont
Vermont
$793K -$764K -16,265 -49%
AA
504
Ancora Advisors
Ohio
$792K -$12.9K -275 -2%
PHK
505
Point72 Hong Kong
Hong Kong
$785K +$785K +16,694 New
Citadel Advisors
506
Citadel Advisors
Florida
$782K +$703K +14,948 +882%
SOAMC
507
Spirit of America Management Corp
New York
$780K – – –
VVP
508
Venture Visionary Partners
Ohio
$780K -$35K -744 -4%
VFP
509
Verus Financial Partners
Virginia
$780K -$35.4K -778 -4%
AFAS
510
Acorn Financial Advisory Services
Virginia
$774K -$26.8K -568 -3%
BHBT
511
Burke & Herbert Bank & Trust
Virginia
$774K -$7.33K -156 -0.9%
WC
512
Woodstock Corp
Massachusetts
$773K -$110K -2,330 -12%
PWM
513
PBMares Wealth Management
Virginia
$769K -$36.5K -776 -5%
SWM
514
SeaCrest Wealth Management
New York
$767K -$32.8K -669 -4%
ACM
515
Arlington Capital Management
Illinois
$765K +$765K +16,279 New
GBT
516
Grove Bank & Trust
Florida
$756K -$137K -2,925 -15%
HI
517
Hendershot Investments
Virginia
$741K – – –
BMSSC
518
B. Metzler seel. Sohn & Co
Germany
$738K -$1.88M -39,900 -72%
BEC
519
Blue Edge Capital
Virginia
$738K – – –
WCM
520
Whitener Capital Management
North Carolina
$731K -$167K -3,550 -19%
SFG
521
Sovereign Financial Group
Connecticut
$729K -$34.5K -735 -5%
HI
522
Horizon Investments
North Carolina
$722K +$438K +9,323 +154%
MCM
523
MAI Capital Management
Ohio
$719K +$50K +1,064 +7%
AWM
524
Adams Wealth Management
Utah
$706K +$14.5K +309 +2%
DBRC
525
D.B. Root & Company
Pennsylvania
$704K -$45.4K -966 -6%
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