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Dominion Energy
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Overview Fund Activity

1,422 hedge funds and large institutions have $36B invested in Dominion Energy in 2022 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 491 increasing their positions, 589 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,422
Holders Change
-13
Holders Change %
-0.91%
% of All Funds
22.94%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.16%
New
186
Increased
491
Reduced
589
Closed
169
Calls
$348M
Puts
$263M
Net Calls
+$84.2M
Net Calls Change
-$26.8M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$311M
2
Invesco
Invesco
Georgia
+$244M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$155M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$137M
5
Citadel Advisors
Citadel Advisors
Florida
+$133M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$742M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$358M
3
Boston Partners
Boston Partners
Massachusetts
-$239M
4
Jennison Associates
Jennison Associates
New York
-$187M
5
BC
Brookfield Corp
Ontario, Canada
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
651
TCI Wealth Advisors
Arizona
$852K -$32.8K -535 -4%
SJIA
652
St. James Investment Advisors
New York
$849K +$53.1K +866 +7%
FT
653
Fiduciary Trust
Massachusetts
$846K +$29.9K +487 +4%
PP
654
Patten & Patten
Tennessee
$844K -$46.5K -759 -5%
SHFA
655
SS&H Financial Advisors
Michigan
$837K – – –
MCM
656
Mork Capital Management
California
$836K +$836K +13,640 New
TAM
657
Tealwood Asset Management
Minnesota
$836K -$1.12M -18,187 -57%
TI
658
Tidal Investments
Wisconsin
$835K +$261K +4,262 +46%
AC
659
AXQ Capital
New Jersey
$833K +$833K +13,580 New
CWG
660
Cornerstone Wealth Group
North Carolina
$832K -$14.6K -238 -2%
CCT
661
Chemung Canal Trust
New York
$832K -$625K -10,194 -43%
WQ
662
Wealth Quarterback
New Jersey
$827K +$11K +180 +1%
MHC
663
Meyer Handelman Company
New York
$826K -$92K -1,500 -10%
SWM
664
Spire Wealth Management
Virginia
$821K +$38.7K +630 +5%
CAM
665
Cresset Asset Management
Illinois
$816K -$162K -2,661 -17%
AAS
666
Ameritas Advisory Services
Nebraska
$816K +$288K +4,698 +55%
MLA
667
My Legacy Advisors
Oregon
$814K +$134K +2,232 +20%
CCM
668
Canal Capital Management
Virginia
$813K -$101K -1,643 -11%
CG
669
Colony Group
Massachusetts
$809K -$4.44M -72,377 -85%
LOIM
670
Liberty One Investment Management
Illinois
$808K -$28K -456 -3%
FAIM
671
Financial Advocates Investment Management
Washington
$805K +$213K +3,466 +36%
CA
672
Cornerstone Advisory
Maryland
$800K +$16.6K +271 +2%
RCM
673
RNC Capital Management
California
$797K -$1.39M -22,680 -64%
IBOK
674
Independence Bank of Kentucky
Kentucky
$796K +$698K +11,375 +710%
AWM
675
Axxcess Wealth Management
California
$791K -$35.5K -579 -4%
25 26
27
28 29