D icon

Dominion Energy
D

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 %
HCM
551
Hall Capital Management
Rhode Island
$986K – – –
BFA
552
Buttonwood Financial Advisors
Maryland
$983K +$314K +5,618 +47%
MMA
553
Miracle Mile Advisors
California
$978K – – –
SWM
554
SeaCrest Wealth Management
New York
$977K +$33.4K +598 +4%
WAP
555
Wealthcare Advisory Partners
Pennsylvania
$970K +$5.14K +92 +0.5%
FTDI
556
First Trust Direct Indexing
Massachusetts
$968K +$94.5K +1,691 +11%
HTC
557
Haverford Trust Company
Pennsylvania
$962K +$51.5K +921 +6%
VCM
558
Violich Capital Management
California
$961K – – –
PWM
559
PBMares Wealth Management
Virginia
$960K -$130K -2,319 -12%
IC
560
IEQ Capital
California
$960K +$151K +2,705 +19%
FMWA
561
Forvis Mazars Wealth Advisors
Missouri
$956K -$4.86K -87 -0.5%
AF
562
Arrow Financial
New York
$951K +$34.8K +623 +4%
EP
563
Edgestream Partners
New Jersey
$942K -$2.08M -37,143 -69%
JWCA
564
J.W. Cole Advisors
Florida
$939K -$101K -1,800 -10%
BFEC
565
Benjamin F. Edwards & Company
Missouri
$937K -$1.37M -24,522 -59%
EWM
566
Evercore Wealth Management
New York
$933K -$112K -2,005 -11%
VVP
567
Venture Visionary Partners
Ohio
$932K -$27.8K -497 -3%
FHA
568
First Horizon Advisors
Tennessee
$928K +$574K +10,261 +162%
TPA
569
Trivium Point Advisory
Connecticut
$924K +$71.7K +1,283 +8%
MCM
570
MAI Capital Management
Ohio
$920K +$15.4K +275 +2%
CIC
571
Carnegie Investment Counsel
Ohio
$920K +$4.98K +89 +0.5%
SAG
572
SageView Advisory Group
California
$917K +$703K +12,571 +328%
GBT
573
Grove Bank & Trust
Florida
$915K +$39K +698 +4%
HI
574
Hendershot Investments
Virginia
$912K -$103K -1,842 -10%
FIA
575
Foundations Investment Advisors
Arizona
$911K +$40.4K +723 +5%
21 22
23
24 25