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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 %
CAG
626
Csenge Advisory Group
Florida
$660K +$23.1K +447 +4%
CA
627
Cornerstone Advisory
Maryland
$658K -$2.07K -40 -0.3%
HAS
628
HBW Advisory Services
California
$654K +$654K +12,627 New
MFG
629
MidWestOne Financial Group
Iowa
$650K -$24.7K -476 -4%
EH
630
Equitable Holdings
New York
$647K +$36.4K +702 +6%
Aviva
631
Aviva
United Kingdom
$645K – – –
IBOK
632
Independence Bank of Kentucky
Kentucky
$645K -$97.1K -1,875 -13%
PMAM
633
Penn Mutual Asset Management
Pennsylvania
$644K – – –
CAAS
634
Capital Asset Advisory Services
Michigan
$642K +$9K +171 +1%
IWM
635
IHT Wealth Management
Illinois
$641K +$20.7K +399 +3%
PP
636
Patten & Patten
Tennessee
$634K -$68.9K -1,330 -10%
PT
637
Plimoth Trust
Massachusetts
$629K -$5.44K -105 -0.9%
BC
638
Brookfield Corp
Ontario, Canada
$627K +$432K +8,347 +221%
TSWM
639
Triangle Securities Wealth Management
North Carolina
$627K -$647K -12,497 -51%
FT
640
Fiduciary Trust
Massachusetts
$624K -$63.3K -1,223 -9%
LAIC
641
Lederer & Associates Investment Counsel
California
$624K -$18.4K -356 -3%
AWM
642
Adams Wealth Management
Utah
$621K +$46.8K +903 +8%
CCM
643
Canal Capital Management
Virginia
$618K -$82.2K -1,588 -12%
MYAM
644
Meiji Yasuda Asset Management
Japan
$618K -$8.03K -155 -1%
TT
645
TI-Trust
Illinois
$618K -$10.4K -200 -2%
HSA
646
HBK Sorce Advisory
Pennsylvania
$617K -$15.4K -298 -2%
BAM
647
Belpointe Asset Management
Nevada
$615K -$93.7K -1,809 -13%
BP
648
Ballentine Partners
Massachusetts
$612K +$612K +11,825 New
PIA
649
Pinion Investment Advisors
Kansas
$609K +$48.6K +938 +9%
HH
650
Hilltop Holdings
Texas
$609K +$35.3K +681 +6%
24 25
26
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