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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 %
S
551
SignatureFD
Georgia
$645K +$118K +2,500 +22%
MIS
552
Morningstar Investment Services
Illinois
$645K -$13.8M -293,430 -96%
SCA
553
Snowden Capital Advisors
New York
$644K -$101K -2,145 -14%
CCM
554
Canal Capital Management
Virginia
$638K +$376 +8 +0.1%
WTC
555
WhitTier Trust Company
Nevada
$637K +$8.13K +173 +1%
CWG
556
Cornerstone Wealth Group
North Carolina
$636K -$5.01M -106,550 -89%
NAM
557
NTV Asset Management
West Virginia
$635K -$27.6K -587 -4%
CAG
558
Csenge Advisory Group
Florida
$634K -$10.9K -231 -2%
MFG
559
Merit Financial Group
Georgia
$633K +$53.9K +1,146 +9%
HH
560
Hilltop Holdings
Texas
$632K -$39.8K -846 -6%
JWCA
561
J.W. Cole Advisors
Florida
$631K -$4.18K -89 -0.7%
MFP
562
Meridian Financial Partners
Virginia
$630K – – –
OTL
563
Oak Thistle LLC
New York
$628K +$628K +13,366 New
AF
564
Allworth Financial
California
$626K +$233K +4,957 +59%
PS
565
Principal Securities
Iowa
$624K +$624K +13,277 New
TG
566
TCW Group
California
$622K +$622K +13,221 New
SIG
567
Stonegate Investment Group
Alabama
$621K +$18K +383 +3%
AIA
568
Armor Investment Advisors
North Carolina
$619K -$131K -2,782 -17%
GFS
569
GYL Financial Synergies
Connecticut
$614K -$360K -7,651 -37%
PTP
570
Platform Technology Partners
New York
$614K +$177K +3,921 +41%
DCM
571
Donaldson Capital Management
Indiana
$613K -$71.7K -1,526 -10%
GT
572
Greenleaf Trust
Michigan
$613K -$159K -3,390 -21%
EM
573
Excalibur Management
Massachusetts
$610K +$31.7K +675 +5%
Acadian Asset Management
574
Acadian Asset Management
Massachusetts
$608K +$273K +5,820 +82%
OHWA
575
Oak Hill Wealth Advisors
Virginia
$606K -$32.3K -688 -5%
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