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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 %
NIM
601
NEOS Investment Management
Connecticut
$559K +$174K +3,697 +45%
SIP
602
Stoneridge Investment Partners
Pennsylvania
$555K -$1.19M -25,354 -68%
Bessemer Group
603
Bessemer Group
New Jersey
$552K -$67K -1,425 -11%
SHFA
604
SS&H Financial Advisors
Michigan
$552K -$7.05K -150 -1%
VCA
605
Verdence Capital Advisors
Maryland
$540K -$683K -14,523 -56%
AA
606
Altman Advisors
Illinois
$538K -$693K -14,746 -56%
UBV
607
United Bank (Virginia)
Virginia
$536K -$2.73K -58 -0.5%
Parallax Volatility Advisers
608
Parallax Volatility Advisers
California
$534K +$534K +11,372 New
BWFA
609
Baltimore-Washington Financial Advisors
Maryland
$534K +$261K +5,563 +96%
BP
610
Ballentine Partners
Massachusetts
$530K +$530K +11,268 New
AQR Capital Management
611
AQR Capital Management
Connecticut
$529K -$8.12M -173,412 -94%
PJSIMP
612
P.J. Schmidt Investment Management (PJS)
Wisconsin
$528K -$80.3K -1,763 -13%
LC
613
Lindbrook Capital
California
$525K -$46.8K -996 -8%
SHA
614
Seneca House Advisors
Virginia
$523K +$12.7K +270 +2%
IB
615
Intrust Bank
Kansas
$520K +$164K +3,488 +46%
VCM
616
Violich Capital Management
California
$520K -$284K -6,041 -35%
LNC
617
Lincoln National Corp
Pennsylvania
$520K +$42.4K +902 +9%
MWM
618
Modera Wealth Management
New Jersey
$519K -$16.1K -343 -3%
CNBTD
619
Citizens National Bank Trust Department
Mississippi
$518K -$80.6K -1,715 -13%
VFA
620
Valeo Financial Advisors
Indiana
$518K -$497K -10,570 -49%
BL
621
Balentine LLC
Georgia
$517K +$10.1K +215 +2%
MC
622
Maverick Capital
Texas
$517K +$517K +10,995 New
TCBWMS
623
Texas Capital Bank Wealth Management Services
Texas
$515K -$387K -8,227 -43%
USCWA
624
U.S. Capital Wealth Advisors
Texas
$512K +$26K +553 +5%
BC
625
Burney Company
Virginia
$508K -$44.2K -941 -8%
23 24
25
26 27