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Dominion Energy

1,218 hedge funds and large institutions have $31.2B invested in Dominion Energy in 2024 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 475 increasing their positions, 478 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
-11
Holders Change %
-0.9%
% of All Funds
17.65%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
115
Increased
475
Reduced
478
Closed
112
Calls
$426M
Puts
$197M
Net Calls
+$229M
Net Calls Change
+$74M
Name Holding Trade Value Shares
Change
Shares
Change %
PWMAG
626
Pinnacle Wealth Management Advisory Group
New Jersey
$527K +$15.7K +320 +3%
PPW
627
Parcion Private Wealth
Washington
$526K
GLA
628
Good Life Advisors
Pennsylvania
$522K -$787 -16 -0.2%
DWP
629
Daymark Wealth Partners
Ohio
$521K +$21.2K +432 +4%
KFI
630
Key Financial Inc
Pennsylvania
$520K
APM
631
Advanced Portfolio Management
New York
$517K +$517K +10,514 New
VT
632
Vise Technologies
New York
$514K +$152K +3,095 +42%
MWM
633
Modera Wealth Management
New Jersey
$514K -$30K -609 -6%
EWA
634
EverSource Wealth Advisors
Alabama
$511K +$359K +7,047 +237%
CPIA
635
Cornell Pochily Investment Advisors
New York
$510K -$121K -2,452 -19%
FAIM
636
Financial Advocates Investment Management
Washington
$510K +$30.3K +615 +6%
KWA
637
Kingswood Wealth Advisors
California
$509K +$167K +3,387 +49%
LIM
638
Longfellow Investment Management
Massachusetts
$507K +$3.89K +79 +0.8%
SFI
639
SPC Financial Inc
Maryland
$506K -$17.4K -354 -3%
ERIM
640
Eagle Ridge Investment Management
Connecticut
$504K +$187K +3,792 +59%
TSWM
641
Triangle Securities Wealth Management
North Carolina
$501K -$84.1K -1,710 -14%
OIA
642
OneDigital Investment Advisors
Kansas
$500K +$26.8K +545 +6%
HSA
643
HBK Sorce Advisory
Pennsylvania
$491K +$34.5K +702 +8%
MAS
644
Meeder Advisory Services
Ohio
$487K +$77.1K +1,567 +19%
FCP
645
Fidelis Capital Partners
Florida
$486K +$205K +4,171 +73%
PWA
646
Phoenix Wealth Advisors
North Carolina
$484K +$26.2K +533 +6%
MA
647
MONECO Advisors
Connecticut
$484K +$484K +9,840 New
CWM
648
Centurion Wealth Management
Virginia
$484K +$19.2K +390 +4%
Jones Financial Companies
649
Jones Financial Companies
Missouri
$483K +$178K +3,622 +58%
MBTD
650
Mechanics Bank - Trust Department
California
$482K -$3.69K -75 -0.8%