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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 %
CNBTD
601
Citizens National Bank Trust Department
Mississippi
$569K -$185K -4,145 -25%
MFP
602
Meridian Financial Partners
Virginia
$563K -$10.9K -269 -2%
HSA
603
HBK Sorce Advisory
Pennsylvania
$556K +$24.1K +540 +5%
PMAM
604
Penn Mutual Asset Management
Pennsylvania
$555K
PIA
605
Pinion Investment Advisors
Kansas
$552K +$26.8K +599 +5%
MFG
606
Merit Financial Group
Georgia
$550K -$39.3K -880 -7%
BWM
607
BCGM Wealth Management
Indiana
$550K +$123K +2,746 +29%
EM
608
Excalibur Management
Massachusetts
$549K +$86.3K +1,931 +19%
HAS
609
HBW Advisory Services
California
$549K -$15K -336 -3%
PT
610
Plimoth Trust
Massachusetts
$546K +$2.9K +65 +0.5%
EH
611
Equitable Holdings
New York
$543K -$14.9K -333 -3%
LC
612
Lindbrook Capital
California
$543K +$59.2K +1,325 +12%
PJSIMP
613
P.J. Schmidt Investment Management (PJS)
Wisconsin
$543K -$83.7K -2,060 -13%
SAG
614
SageView Advisory Group
California
$537K -$152K -3,398 -22%
CAAS
615
Capital Asset Advisory Services
Michigan
$536K +$12.8K +298 +2%
FMAEN1
616
Fund Management at Engine No 1
California
$535K +$48.5K +1,086 +10%
FMWA
617
Forvis Mazars Wealth Advisors
Missouri
$533K -$125K -2,788 -19%
TT
618
TI-Trust
Illinois
$533K
TSWM
619
Triangle Securities Wealth Management
North Carolina
$532K -$9.11K -204 -2%
SHFA
620
SS&H Financial Advisors
Michigan
$531K +$531K +11,893 New
CTA
621
Chesley Taft & Associates
Illinois
$530K +$8.93K +200 +2%
BFEC
622
Benjamin F. Edwards & Company
Missouri
$525K -$162K -3,619 -24%
BC
623
Burney Company
Virginia
$525K +$67.2K +1,505 +15%
IAS
624
Insigneo Advisory Services
Florida
$525K +$37.5K +840 +8%
RWA
625
River Wealth Advisors
Pennsylvania
$520K -$109K -2,443 -17%