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Dominion Energy
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Overview Fund Activity

1,318 hedge funds and large institutions have $33.1B invested in Dominion Energy in 2023 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 555 increasing their positions, 482 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,318
Holders Change
-104
Holders Change %
-7.31%
% of All Funds
21.09%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
92
Increased
555
Reduced
482
Closed
162
Calls
$318M
Puts
$148M
Net Calls
+$170M
Net Calls Change
+$86M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$829M
2
Invesco
Invesco
Georgia
+$342M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$327M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$153M
5
Goldman Sachs
Goldman Sachs
New York
+$111M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$676M
2
Citadel Advisors
Citadel Advisors
Florida
-$141M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$133M
4
ECP
Empyrean Capital Partners
California
-$78.4M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$71.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
651
MGO One Seven
Ohio
$699K +$179K +3,194 +34%
Aviva
652
Aviva
United Kingdom
$696K – – –
HWM
653
HB Wealth Management
Georgia
$695K +$61.8K +1,106 +10%
PMAM
654
Penn Mutual Asset Management
Pennsylvania
$695K – – –
LAIC
655
Lederer & Associates Investment Counsel
California
$694K +$122K +2,180 +21%
SFG
656
Sovereign Financial Group
Connecticut
$694K -$391 -7 -0.1%
AWM
657
Apollon Wealth Management
South Carolina
$693K +$5.03K +90 +0.7%
PNC
658
Park National Corp
Ohio
$689K +$12.7K +228 +2%
CAG
659
Csenge Advisory Group
Florida
$687K +$41K +733 +6%
PT
660
Plimoth Trust
Massachusetts
$685K -$839 -15 -0.1%
HSA
661
HBK Sorce Advisory
Pennsylvania
$682K -$616K -11,009 -47%
TT
662
TI-Trust
Illinois
$678K – – –
CWA
663
CM Wealth Advisors
Ohio
$677K +$677K +12,059 New
WEG
664
World Equity Group
Illinois
$676K +$482K +27,796 +250%
MYAM
665
Meiji Yasuda Asset Management
Japan
$675K -$766K -13,715 -53%
CAAS
666
Capital Asset Advisory Services
Michigan
$672K -$280 -5 -0%
SW
667
SVB Wealth
Massachusetts
$670K -$174K -3,118 -21%
IWM
668
IHT Wealth Management
Illinois
$669K -$12.7K -228 -2%
DI
669
DFPG Investments
Utah
$664K -$264K -4,719 -28%
BFM
670
Boston Financial Management
Massachusetts
$663K +$663K +11,858 New
MWM
671
Meridian Wealth Management
Kentucky
$662K -$16.9K -302 -2%
ST
672
Smithfield Trust
Pennsylvania
$662K -$14.6K -261 -2%
SWS
673
SYSTM Wealth Solutions
Illinois
$662K -$48.1K -861 -7%
LC
674
Lindbrook Capital
California
$662K +$1.9K +34 +0.3%
EH
675
Equitable Holdings
New York
$660K +$205K +3,674 +45%
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