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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 %
VFP
526
Verus Financial Partners
Virginia
$968K -$87.9K -1,625 -8%
LFAS
527
Level Four Advisory Services
Texas
$968K +$4.56K +88 +0.5%
IF
528
Intrua Financial
Texas
$967K +$218K +4,213 +29%
THWM
529
Taylor Hoffman Wealth Management
Virginia
$960K +$14.6K +281 +2%
CCM
530
Chickasaw Capital Management
Tennessee
$955K – – –
BFA
531
Buttonwood Financial Advisors
Maryland
$953K +$42.4K +819 +5%
AFG
532
Albion Financial Group
Utah
$945K -$1.64M -31,688 -63%
HCM
533
Hall Capital Management
Rhode Island
$938K +$24.9K +480 +3%
ACIM
534
Azimuth Capital Investment Management
Michigan
$938K +$2.59K +50 +0.3%
DJSG
535
D.J. St. Germain
Massachusetts
$934K +$934K +18,033 New
ACS
536
Archford Capital Strategies
Illinois
$932K +$266K +4,938 +40%
AssetMark Inc
537
AssetMark Inc
California
$930K +$360K +6,952 +63%
Parallax Volatility Advisers
538
Parallax Volatility Advisers
California
$930K +$735K +14,192 +378%
KIA
539
KCM Investment Advisors
California
$920K -$207K -3,995 -18%
ASN
540
Advisory Services Network
Georgia
$916K -$187K -3,612 -17%
RCM
541
RNC Capital Management
California
$912K -$38.6K -745 -4%
WA
542
Wealth Alliance
New York
$909K +$109K +2,103 +14%
BFG
543
Bleakley Financial Group
New Jersey
$903K -$181K -3,490 -17%
SS
544
Simplicity Solutions
Minnesota
$903K -$181K -3,501 -17%
TPA
545
Trivium Point Advisory
Connecticut
$902K +$45.4K +877 +5%
FCM
546
Fourpath Capital Management
Oklahoma
$898K +$98.2K +1,896 +12%
MMA
547
Miracle Mile Advisors
California
$898K -$7.61K -147 -0.8%
WAP
548
Wealthcare Advisory Partners
Pennsylvania
$892K -$7.35K -142 -0.8%
WW
549
Waterfront Wealth
Kansas
$890K +$80.5K +1,490 +10%
OP
550
ORG Partners
Indiana
$890K +$890K +16,919 New
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