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Dominion Energy
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Overview Fund Activity

1,422 hedge funds and large institutions have $36B invested in Dominion Energy in 2022 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 491 increasing their positions, 589 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,422
Holders Change
-13
Holders Change %
-0.91%
% of All Funds
22.94%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.16%
New
186
Increased
491
Reduced
589
Closed
169
Calls
$348M
Puts
$263M
Net Calls
+$84.2M
Net Calls Change
-$26.8M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$311M
2
Invesco
Invesco
Georgia
+$244M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$155M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$137M
5
Citadel Advisors
Citadel Advisors
Florida
+$133M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$742M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$358M
3
Boston Partners
Boston Partners
Massachusetts
-$239M
4
Jennison Associates
Jennison Associates
New York
-$187M
5
BC
Brookfield Corp
Ontario, Canada
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
HTC
601
Haverford Trust Company
Pennsylvania
$998K – – –
AA
602
Altman Advisors
Illinois
$997K +$63.8K +1,022 +7%
TA
603
TFG Advisers
Michigan
$996K -$70.3K -1,146 -7%
MCM
604
MAI Capital Management
Ohio
$992K +$150K +2,453 +18%
ADL
605
Asset Dedication LLC
California
$987K +$135K +2,201 +16%
BEC
606
Blue Edge Capital
Virginia
$985K +$21.9K +357 +2%
IWC
607
Integrated Wealth Concepts
Massachusetts
$980K -$61K -994 -6%
NAM
608
NTV Asset Management
West Virginia
$973K -$39.9K -650 -4%
BFG
609
Beacon Financial Group
Texas
$971K -$268K -4,371 -22%
RWA
610
River Wealth Advisors
Pennsylvania
$969K -$140K -2,283 -13%
LFAS
611
Level Four Advisory Services
Texas
$961K +$429K +6,999 +81%
ATFA
612
All Terrain Financial Advisors
Minnesota
$961K +$36.5K +595 +4%
GBT
613
Grove Bank & Trust
Florida
$961K -$29.4K -480 -3%
FTDI
614
First Trust Direct Indexing
Massachusetts
$958K -$5.89K -96 -0.6%
PA
615
Procyon Advisors
Connecticut
$958K +$320K +5,215 +50%
CIC
616
Cornercap Investment Counsel
Georgia
$955K +$955K +15,581 New
FIA
617
Foundations Investment Advisors
Arizona
$954K +$303K +4,935 +46%
SHA
618
Seneca House Advisors
Virginia
$953K -$445K -7,259 -32%
JIC
619
Joel Isaacson & Co
New York
$950K +$2.39K +39 +0.3%
BAM
620
Belpointe Asset Management
Nevada
$949K -$194K -3,161 -17%
CB
621
CNB Bank
Pennsylvania
$948K +$10.3K +168 +1%
FCM
622
Fourpath Capital Management
Oklahoma
$947K – – –
TPA
623
Trivium Point Advisory
Connecticut
$943K -$8.66K -140 -0.9%
FFA
624
Founders Financial Alliance
North Carolina
$943K -$2.58K -42 -0.3%
OPA
625
Old Port Advisors
Maine
$938K -$178K -2,907 -16%
23 24
25
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