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Dominion Energy
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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 %
CP
526
Camelot Portfolios
Ohio
$1.08M -$7.55K -135 -0.7%
BBHC
527
Brown Brothers Harriman & Co
New York
$1.07M +$62.2K +1,112 +6%
AFAS
528
Acorn Financial Advisory Services
Virginia
$1.07M +$8.95K +160 +0.8%
CWM
529
Catalyst Wealth Management
Georgia
$1.06M +$102K +1,828 +11%
VCA
530
Verdence Capital Advisors
Maryland
$1.06M +$608K +10,876 +134%
BMO
531
Beck Mack & Oliver
New York
$1.06M – – –
SEM
532
Strategic Equity Management
Arizona
$1.06M +$548K +9,794 +107%
BSA
533
Bull Street Advisors
Georgia
$1.06M +$11.5K +205 +1%
MIP
534
Marietta Investment Partners
Wisconsin
$1.06M – – –
MBTD
535
Mechanics Bank - Trust Department
California
$1.05M +$30.8K +550 +3%
CK
536
Cohen Klingenstein
New York
$1.05M – – –
GIM
537
Goelzer Investment Management
Indiana
$1.05M -$575K -10,278 -35%
WCM
538
Whitener Capital Management
North Carolina
$1.04M +$5.31K +95 +0.5%
LFAS
539
Level Four Advisory Services
Texas
$1.04M +$163K +2,913 +19%
CCM
540
Chickasaw Capital Management
Tennessee
$1.03M – – –
RCM
541
RNC Capital Management
California
$1.03M +$300K +5,362 +41%
THWM
542
Taylor Hoffman Wealth Management
Virginia
$1.02M +$228K +4,073 +29%
BC
543
Bridgefront Capital
Texas
$1.02M +$1.02M +18,259 New
FUBT
544
First United Bank & Trust
Maryland
$1.02M -$43.5K -779 -4%
AA
545
Ancora Advisors
Ohio
$1.01M -$24.7K -442 -2%
PJSIMP
546
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.01M -$36.6K -639 -4%
ACIM
547
Azimuth Capital Investment Management
Michigan
$1.01M +$40.4K +723 +4%
HWAM
548
Hennion & Walsh Asset Management
New Jersey
$1.01M -$101K -1,805 -9%
Group One Trading
549
Group One Trading
Illinois
$1.01M +$1.01M +18,029 New
SRC
550
Shufro Rose & Co
New York
$987K -$148K -2,650 -13%
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