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Dominion Energy

1,196 hedge funds and large institutions have $27.4B invested in Dominion Energy in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 407 increasing their positions, 528 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,196
Holders Change
-81
Holders Change %
-6.34%
% of All Funds
19.07%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
84
Increased
407
Reduced
528
Closed
148
Calls
$305M
Puts
$173M
Net Calls
+$132M
Net Calls Change
-$20.9M
Name Holding Trade Value Shares
Change
Shares
Change %
BBHC
551
Brown Brothers Harriman & Co
New York
$687K -$159K -3,551 -19%
HWM
552
HB Wealth Management
Georgia
$686K +$68.5K +1,533 +11%
PBK
553
Peoples Bank (Kansas)
Kansas
$686K +$686K +15,369 New
FMC
554
First Merchants Corp
Indiana
$686K -$53.7K -1,203 -7%
BFM
555
Boston Financial Management
Massachusetts
$686K +$78.9K +1,767 +13%
JCM
556
Jacobi Capital Management
Pennsylvania
$683K -$38.2K -855 -5%
HI
557
Harbour Investments
Wisconsin
$679K +$314K +7,034 +86%
WW
558
Waterfront Wealth
Kansas
$672K +$21.6K +548 +3%
PA
559
Procyon Advisors
Connecticut
$672K -$95.2K -2,132 -12%
VT
560
Vise Technologies
New York
$669K +$289K +6,460 +76%
GT
561
Glenview Trust
Kentucky
$669K -$260K -5,815 -28%
WANY
562
Wealthspire Advisors (New York)
New York
$664K +$40.5K +906 +6%
OF
563
Outfitter Financial
Maine
$663K -$344K -7,700 -34%
FG
564
Fiduciary Group
Georgia
$663K -$194K -4,340 -23%
TH
565
TCTC Holdings
Texas
$660K
MLA
566
My Legacy Advisors
Oregon
$657K +$55.6K +1,367 +9%
AWM
567
Adams Wealth Management
Utah
$657K +$122K +2,721 +23%
HTC
568
Haverford Trust Company
Pennsylvania
$657K -$22.3K -500 -3%
FUBT
569
First United Bank & Trust
Maryland
$653K -$74.3K -1,663 -10%
DCM
570
Donaldson Capital Management
Indiana
$651K +$77.9K +1,744 +14%
SLI
571
Sumitomo Life Insurance
Japan
$644K -$20.3K -455 -3%
TWA
572
TCI Wealth Advisors
Arizona
$644K +$28.8K +645 +5%
MIM
573
Marco Investment Management
Georgia
$644K -$291K -6,525 -31%
BONH
574
Bank of New Hampshire
New Hampshire
$643K -$15K -336 -2%
Robeco Institutional Asset Management
575
Robeco Institutional Asset Management
Netherlands
$643K