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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 %
CA
626
Cornerstone Advisory
Maryland
$515K -$52K -1,165 -9%
UBV
627
United Bank (Virginia)
Virginia
$512K -$118K -2,635 -19%
GLA
628
Good Life Advisors
Pennsylvania
$512K -$1.74K -39 -0.3%
BFA
629
Beacon Financial Advisory
Ohio
$510K +$14.5K +325 +3%
LFAS
630
Level Four Advisory Services
Texas
$509K -$325K -7,287 -39%
MWM
631
Modera Wealth Management
New Jersey
$509K -$453K -10,132 -47%
MBTD
632
Mechanics Bank - Trust Department
California
$509K -$1.79K -40 -0.4%
GCWM
633
Graham Capital Wealth Management
District of Columbia
$507K
CWM
634
Campbell Wealth Management
Virginia
$503K +$4.02K +90 +0.8%
EWM
635
Elmwood Wealth Management
California
$502K +$51.9K +1,161 +12%
S
636
SignatureFD
Georgia
$502K +$108K +2,408 +27%
KFGK
637
Keystone Financial Group (Kentucky)
Kentucky
$496K +$65.4K +1,465 +15%
LSA
638
Lion Street Advisors
Texas
$496K +$496K +11,113 New
PP
639
Patten & Patten
Tennessee
$490K -$56.6K -1,266 -10%
TP
640
Tranquility Partners
Tennessee
$483K +$5.27K +118 +1%
BL
641
Balentine LLC
Georgia
$482K +$482K +10,781 New
HIMC
642
Heritage Investors Management Corp
Maryland
$481K +$3.3K +74 +0.7%
MWM
643
Meridian Wealth Management
Kentucky
$480K -$5K -112 -1%
EWM
644
Evercore Wealth Management
New York
$479K -$144K -3,228 -23%
TA
645
TFG Advisers
Michigan
$478K -$104K -2,327 -18%
PPW
646
Parcion Private Wealth
Washington
$478K
KFI
647
Key Financial Inc
Pennsylvania
$473K
FNBT
648
FineMark National Bank & Trust
Florida
$470K -$10.1K -225 -2%
HL
649
HeadInvest LLC
Maine
$470K -$40.2K -950 -8%
WI
650
WrapManager Inc
California
$468K -$8.67K -194 -2%