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Dominion Energy
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Overview Fund Activity

1,277 hedge funds and large institutions have $31B invested in Dominion Energy in 2023 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 481 increasing their positions, 525 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,277
Holders Change
-41
Holders Change %
-3.11%
% of All Funds
20.14%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
89
Increased
481
Reduced
525
Closed
120
Calls
$331M
Puts
$178M
Net Calls
+$152M
Net Calls Change
-$17.8M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$179M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$146M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$117M
4
Citadel Advisors
Citadel Advisors
Florida
+$114M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$112M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$119M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$109M
3
ECP
Electron Capital Partners
New York
-$87.5M
4
VanEck Associates
VanEck Associates
New York
-$79M
5
Deutsche Bank
Deutsche Bank
Germany
-$68.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Robeco Institutional Asset Management
601
Robeco Institutional Asset Management
Netherlands
$745K +$579K +11,188 +349%
UBV
602
United Bank (Virginia)
Virginia
$730K -$34.3K -663 -4%
RWA
603
River Wealth Advisors
Pennsylvania
$729K -$6.99K -135 -0.9%
SWS
604
SYSTM Wealth Solutions
Illinois
$728K +$115K +2,212 +19%
WANY
605
Wealthspire Advisors (New York)
New York
$723K -$62.4K -1,205 -8%
EWM
606
Evercore Wealth Management
New York
$723K -$141K -2,732 -16%
GT
607
Greenleaf Trust
Michigan
$723K -$20.8K -402 -3%
MCM
608
Mainstay Capital Management
Michigan
$721K +$27.2K +525 +4%
HWM
609
HB Wealth Management
Georgia
$717K +$72.5K +1,400 +11%
TWA
610
TCI Wealth Advisors
Arizona
$713K -$52 -1 -0%
ISL
611
Ingalls & Snyder LLC
New York
$709K -$27.6K -532 -4%
MCM
612
Mork Capital Management
California
$706K – – –
CIC
613
Carnegie Investment Counsel
Ohio
$704K -$148K -2,857 -17%
BFM
614
Boston Financial Management
Massachusetts
$703K +$89.2K +1,723 +15%
LOIM
615
Liberty One Investment Management
Illinois
$702K +$34.6K +668 +5%
WTC
616
WhitTier Trust Company
Nevada
$701K +$141K +2,718 +25%
TYCC
617
Texas Yale Capital Corp
Florida
$699K -$58.8K -1,135 -8%
WS
618
Wedbush Securities
California
$693K -$15.6K -301 -2%
MFG
619
Merit Financial Group
Georgia
$684K +$235K +4,536 +52%
GCP
620
GSA Capital Partners
United Kingdom
$679K +$679K +13,110 New
TA
621
TFG Advisers
Michigan
$675K -$110K -2,127 -14%
MHC
622
Meyer Handelman Company
New York
$671K – – –
MAS
623
Meeder Advisory Services
Ohio
$669K +$72.8K +1,405 +12%
FRM
624
Fox Run Management
Connecticut
$668K +$668K +12,893 New
DCM
625
Donaldson Capital Management
Indiana
$664K -$28.2K -545 -4%
23 24
25
26 27