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Dominion Energy
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Overview Fund Activity

1,422 hedge funds and large institutions have $36B invested in Dominion Energy in 2022 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 491 increasing their positions, 589 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,422
Holders Change
-13
Holders Change %
-0.91%
% of All Funds
22.94%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.16%
New
186
Increased
491
Reduced
589
Closed
169
Calls
$348M
Puts
$263M
Net Calls
+$84.2M
Net Calls Change
-$26.8M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$311M
2
Invesco
Invesco
Georgia
+$244M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$155M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$137M
5
Citadel Advisors
Citadel Advisors
Florida
+$133M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$742M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$358M
3
Boston Partners
Boston Partners
Massachusetts
-$239M
4
Jennison Associates
Jennison Associates
New York
-$187M
5
BC
Brookfield Corp
Ontario, Canada
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
EF
526
Empirical Finance
Pennsylvania
$1.32M +$110K +1,801 +9%
GMA
527
Glassy Mountain Advisors
Maryland
$1.32M +$1.32M +21,483 New
CHC
528
City Holding Co
West Virginia
$1.29M -$32.4K -528 -2%
HCA
529
Horan Capital Advisors
Ohio
$1.28M -$142K -2,308 -10%
FCBT
530
First Citizens Bank & Trust
North Carolina
$1.28M -$208K -3,388 -14%
CANC
531
Culbertson A N & Co
Virginia
$1.27M +$21.3K +348 +2%
BWM
532
BerganKDV Wealth Management
Minnesota
$1.27M -$174K -2,836 -12%
BHBT
533
Burke & Herbert Bank & Trust
Virginia
$1.26M -$51.1K -834 -4%
GA
534
GoalVest Advisory
New York
$1.25M +$300K +4,894 +32%
BHIA
535
Birch Hill Investment Advisors
Massachusetts
$1.25M – – –
SRC
536
Shufro Rose & Co
New York
$1.25M -$930K -15,164 -43%
WC
537
Woodstock Corp
Massachusetts
$1.24M -$12.3K -200 -1%
VFP
538
Verus Financial Partners
Virginia
$1.24M -$41.4K -650 -3%
HWAM
539
Hennion & Walsh Asset Management
New Jersey
$1.22M +$127K +2,076 +12%
MIM
540
Marco Investment Management
Georgia
$1.22M -$146K -2,380 -11%
BS
541
Boenning & Scattergood
Pennsylvania
$1.22M +$72.2K +850 +6%
FAP
542
Financial Advisory Partners
Florida
$1.22M -$1.81M -29,558 -60%
CA
543
CSM Advisors
Pennsylvania
$1.21M – – –
JFG
544
Jefferies Financial Group
New York
$1.2M +$1.2M +19,645 New
BSW
545
Buckingham Strategic Wealth
Missouri
$1.2M +$165K +2,685 +16%
PWM
546
PBMares Wealth Management
Virginia
$1.2M +$146K +2,374 +14%
CP
547
Camelot Portfolios
Ohio
$1.19M +$1.19M +19,415 New
TRCT
548
Tower Research Capital (TRC)
New York
$1.19M -$7.89M -128,661 -87%
MWAM
549
Manhattan West Asset Management
California
$1.19M +$1.41K +23 +0.1%
DWMS
550
Dominguez Wealth Management Solutions
Virginia
$1.19M +$1.19M +19,342 New
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