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Dominion Energy

1,196 hedge funds and large institutions have $27.4B invested in Dominion Energy in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 407 increasing their positions, 528 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,196
Holders Change
-81
Holders Change %
-6.34%
% of All Funds
19.07%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
84
Increased
407
Reduced
528
Closed
148
Calls
$305M
Puts
$173M
Net Calls
+$132M
Net Calls Change
-$20.9M
Name Holding Trade Value Shares
Change
Shares
Change %
LNWWM
651
Laird Norton Wetherby Wealth Management
California
$468K -$18.3K -409 -4%
SFA
652
Sequoia Financial Advisors
Ohio
$467K +$54.5K +1,219 +13%
DWP
653
Daymark Wealth Partners
Ohio
$467K +$4.74K +106 +1%
CCT
654
Chemung Canal Trust
New York
$466K -$3.35K -75 -0.7%
ABLA
655
Alan B. Lancz & Associates
Ohio
$465K -$35.8K -802 -7%
OPA
656
Old Port Advisors
Maine
$463K +$463K +10,361 New
USCWA
657
U.S. Capital Wealth Advisors
Texas
$462K -$500K -11,190 -52%
SFI
658
SPC Financial Inc
Maryland
$459K +$42.4K +949 +10%
NS
659
NBC Securities
Alabama
$459K +$459K +10,297 New
MWM
660
Madison Wealth Management
Ohio
$458K
SHA
661
Seneca House Advisors
Virginia
$458K -$24.3K -575 -5%
BTI
662
Blue Trust Inc
Georgia
$457K +$45.7K +883 +11%
LIM
663
Longfellow Investment Management
Massachusetts
$457K
ICA
664
Infrastructure Capital Advisors
New York
$456K +$63.2K +1,330 +16%
IW
665
Imprint Wealth
South Carolina
$454K +$20.6K +461 +5%
LNC
666
Lincoln National Corp
Pennsylvania
$454K +$21.3K +476 +5%
Lido Advisors
667
Lido Advisors
California
$451K +$235K +5,250 +108%
CA
668
Continuum Advisory
Idaho
$449K +$15.8K +354 +4%
KIA
669
KCM Investment Advisors
California
$446K -$348K -7,787 -44%
FAIM
670
Financial Advocates Investment Management
Washington
$445K +$29.8K +668 +7%
MAS
671
Meeder Advisory Services
Ohio
$443K -$134K -3,009 -23%
CRI
672
Commonwealth Retirement Investments
Virginia
$442K +$11.6K +260 +3%
RP
673
Rowlandmiller & Partners
Georgia
$439K +$134 +3 +0%
IWM
674
IHT Wealth Management
Illinois
$439K -$113K -2,540 -21%
CG
675
Caprock Group
Idaho
$438K -$23.8K -533 -5%