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Dominion Energy
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Overview Fund Activity

1,277 hedge funds and large institutions have $31B invested in Dominion Energy in 2023 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 481 increasing their positions, 525 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,277
Holders Change
-41
Holders Change %
-3.11%
% of All Funds
20.14%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
89
Increased
481
Reduced
525
Closed
120
Calls
$331M
Puts
$178M
Net Calls
+$152M
Net Calls Change
-$17.8M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$179M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$146M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$117M
4
Citadel Advisors
Citadel Advisors
Florida
+$114M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$112M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$119M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$109M
3
ECP
Electron Capital Partners
New York
-$87.5M
4
VanEck Associates
VanEck Associates
New York
-$79M
5
Deutsche Bank
Deutsche Bank
Germany
-$68.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAM
651
Delta Asset Management
Tennessee
$609K -$44K -850 -7%
ACA
652
Aptus Capital Advisors
Alabama
$607K -$41.7K -805 -6%
CTA
653
Chesley Taft & Associates
Illinois
$605K -$71.2K -1,375 -11%
CIM
654
Chiron Investment Management
New York
$602K +$602K +11,625 New
HL
655
HeadInvest LLC
Maine
$598K +$88.2K +1,778 +17%
AWA
656
Arete Wealth Advisors
Illinois
$597K +$347K +6,703 +139%
QP
657
Quilter Plc
United Kingdom
$595K – – –
GLA
658
Good Life Advisors
Pennsylvania
$595K -$72.9K -1,408 -11%
AWM
659
Axxcess Wealth Management
California
$594K -$11.3K -218 -2%
SHA
660
Seneca House Advisors
Virginia
$592K -$87.1K -1,681 -13%
MBTD
661
Mechanics Bank - Trust Department
California
$592K -$378K -7,296 -39%
DT
662
Diversified Trust
Tennessee
$591K -$212K -4,092 -26%
MGIA
663
Moneta Group Investment Advisors
Missouri
$588K +$59K +1,140 +11%
ABLA
664
Alan B. Lancz & Associates
Ohio
$581K -$10.3K -199 -2%
CWM
665
Campbell Wealth Management
Virginia
$578K -$3.21K -62 -0.6%
BFA
666
Beacon Financial Advisory
Ohio
$575K +$59.7K +1,153 +12%
PWMAG
667
Pinnacle Wealth Management Advisory Group
New Jersey
$573K +$46.9K +905 +9%
CG
668
Cutler Group
California
$567K -$900K -17,398 -61%
IAS
669
Insigneo Advisory Services
Florida
$565K +$253K +4,890 +81%
FMAEN1
670
Fund Management at Engine No 1
California
$564K +$40.1K +775 +8%
LNWWM
671
Laird Norton Wetherby Wealth Management
California
$563K +$61.9K +1,195 +12%
MWM
672
Meridian Wealth Management
Kentucky
$562K -$51.6K -997 -8%
MC
673
Machina Capital
France
$562K +$562K +10,847 New
LC
674
Lindbrook Capital
California
$561K -$51.7K -999 -8%
Bessemer Group
675
Bessemer Group
New Jersey
$557K +$124K +2,389 +29%
25 26
27
28 29