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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 %
LOIM
576
Liberty One Investment Management
Illinois
$606K -$36.6K -778 -6%
HIC
577
Holderness Investments Company
North Carolina
$605K +$231K +4,922 +62%
Aviva
578
Aviva
United Kingdom
$604K – – –
CPIA
579
Cornell Pochily Investment Advisors
New York
$603K -$53.3K -1,135 -8%
FA
580
FDx Advisors
Illinois
$601K -$282K -6,003 -32%
ISL
581
Ingalls & Snyder LLC
New York
$600K -$67K -1,425 -10%
IAS
582
Insigneo Advisory Services
Florida
$594K +$42.5K +904 +8%
HCM
583
Hall Capital Management
Rhode Island
$594K -$136K -2,896 -19%
BBHC
584
Brown Brothers Harriman & Co
New York
$592K -$131K -2,784 -18%
PA
585
Procyon Advisors
Connecticut
$592K -$115K -2,443 -16%
SWS
586
SYSTM Wealth Solutions
Illinois
$589K +$297K +6,317 +102%
OTPPB
587
Ontario Teachers' Pension Plan Board
Ontario, Canada
$588K +$588K +12,509 New
EWM
588
Elmwood Wealth Management
California
$587K +$59.2K +1,259 +11%
GRP
589
Global Retirement Partners
California
$586K -$423K -9,051 -42%
PMAM
590
Penn Mutual Asset Management
Pennsylvania
$584K – – –
AIMA
591
Ables Iannone Moore & Associates
Georgia
$583K +$583K +12,405 New
HAS
592
HBW Advisory Services
California
$581K +$3.1K +66 +0.5%
CFB
593
Cullen/Frost Bankers
Texas
$569K -$384K -8,165 -40%
CIC
594
Carnegie Investment Counsel
Ohio
$568K -$87.1K -1,854 -13%
Robeco Institutional Asset Management
595
Robeco Institutional Asset Management
Netherlands
$567K -$109K -2,317 -16%
ST
596
Smithfield Trust
Pennsylvania
$566K +$113K +2,400 +25%
PFA
597
Pathway Financial Advisers
Indiana
$565K -$72.7K -1,547 -11%
PT
598
Plimoth Trust
Massachusetts
$563K -$11.3K -240 -2%
TT
599
TI-Trust
Illinois
$561K – – –
TSWM
600
Triangle Securities Wealth Management
North Carolina
$559K +$47 +1 +0%
22 23
24
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