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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 %
LNWWM
626
Laird Norton Wetherby Wealth Management
California
$505K +$12.5K +265 +3%
PPW
627
Parcion Private Wealth
Washington
$503K – – –
CTA
628
Chesley Taft & Associates
Illinois
$502K -$56.3K -1,197 -10%
BFA
629
Beacon Financial Advisory
Ohio
$501K -$35.6K -757 -7%
SFI
630
SPC Financial Inc
Maryland
$500K +$17.4K +370 +4%
GLA
631
Good Life Advisors
Pennsylvania
$500K -$38.8K -825 -7%
CP
632
Camelot Portfolios
Ohio
$499K +$199K +4,225 +66%
KFI
633
Key Financial Inc
Pennsylvania
$497K – – –
TPI
634
Trust Point Inc
Wisconsin
$497K +$497K +10,575 New
PP
635
Patten & Patten
Tennessee
$494K -$21.2K -450 -4%
NP
636
NorthRock Partners
Minnesota
$493K +$281K +5,972 +132%
MC
637
Machina Capital
France
$492K +$492K +10,459 New
HIMC
638
Heritage Investors Management Corp
Maryland
$491K -$15.8K -337 -3%
CCT
639
Chemung Canal Trust
New York
$489K -$1.69K -36 -0.3%
PWMAG
640
Pinnacle Wealth Management Advisory Group
New Jersey
$489K +$35.1K +747 +8%
LIM
641
Longfellow Investment Management
Massachusetts
$481K – – –
FUBT
642
First United Bank & Trust
Maryland
$477K -$210K -4,461 -31%
DWP
643
Daymark Wealth Partners
Ohio
$477K -$13.7K -292 -3%
LFAS
644
Level Four Advisory Services
Texas
$476K -$59.4K -1,263 -11%
RWA
645
River Wealth Advisors
Pennsylvania
$475K -$71.7K -1,526 -13%
SWA
646
Stratos Wealth Advisors
Ohio
$470K +$22.8K +486 +5%
AAG
647
Armstrong Advisory Group
Massachusetts
$469K +$20.1K +427 +4%
EH
648
Equitable Holdings
New York
$467K -$105K -2,230 -18%
ICA
649
Infrastructure Capital Advisors
New York
$467K +$16.1K +342 +4%
FNBT
650
FineMark National Bank & Trust
Florida
$466K -$29K -616 -6%
24 25
26
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