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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 %
ACS
526
Archford Capital Strategies
Illinois
$701K -$361K -7,681 -34%
CCM
527
Coldstream Capital Management
Washington
$693K +$47.7K +1,015 +7%
PPC
528
Park Place Capital
Alabama
$691K -$90.1K -1,918 -12%
LW
529
Linscomb Wealth
Texas
$686K -$272K -5,789 -28%
TH
530
TCTC Holdings
Texas
$686K -$8.93K -190 -1%
FFA
531
Founders Financial Alliance
North Carolina
$685K -$64.8K -1,378 -9%
BSW
532
Buckingham Strategic Wealth
Missouri
$684K -$322K -6,842 -32%
MIM
533
Marco Investment Management
Georgia
$683K +$6.16K +131 +0.9%
MLA
534
My Legacy Advisors
Oregon
$682K -$79.8K -1,693 -10%
CCG
535
Cypress Capital Group
Florida
$681K -$58.9K -1,253 -8%
WAP
536
Wealthcare Advisory Partners
Pennsylvania
$678K -$65.3K -1,389 -9%
JIC
537
Joel Isaacson & Co
New York
$675K +$3.38K +72 +0.5%
DT
538
Diversified Trust
Tennessee
$674K +$332K +7,071 +97%
SLI
539
Sumitomo Life Insurance
Japan
$674K -$3.85K -82 -0.6%
SSWM
540
Smith Salley Wealth Management
North Carolina
$674K +$379K +8,069 +129%
HTC
541
Haverford Trust Company
Pennsylvania
$672K -$19K -405 -3%
IF
542
Intrua Financial
Texas
$670K -$188K -4,003 -22%
BFM
543
Boston Financial Management
Massachusetts
$669K -$52.8K -1,123 -7%
CB
544
CNB Bank
Pennsylvania
$668K +$8.79K +187 +1%
HI
545
Harbour Investments
Wisconsin
$658K -$56.3K -1,198 -8%
JCM
546
Jacobi Capital Management
Pennsylvania
$658K -$61.1K -1,299 -8%
HAG
547
HighPoint Advisor Group
Illinois
$654K +$654K +13,552 New
PBK
548
Peoples Bank (Kansas)
Kansas
$651K -$71K -1,510 -10%
BWM
549
BCGM Wealth Management
Indiana
$650K +$71.7K +1,526 +12%
TWA
550
TCI Wealth Advisors
Arizona
$647K -$30.2K -642 -4%
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