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Dominion Energy
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Overview Fund Activity

1,229 hedge funds and large institutions have $29.1B invested in Dominion Energy in 2023 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 335 increasing their positions, 593 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,229
Holders Change
+33
Holders Change %
+2.76%
% of All Funds
18.02%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
156
Increased
335
Reduced
593
Closed
107
Calls
$373M
Puts
$218M
Net Calls
+$155M
Net Calls Change
+$23M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$487M
2
Morgan Stanley
Morgan Stanley
New York
+$378M
3
Dodge & Cox
Dodge & Cox
California
+$304M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$231M
5
CIA
ClearBridge Investments (Australia)
Australia
+$214M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$426M
2
ZP
Zimmer Partners
New York
-$251M
3
Invesco
Invesco
Georgia
-$212M
4
Deutsche Bank
Deutsche Bank
Germany
-$184M
5
Franklin Resources
Franklin Resources
California
-$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFGK
651
Keystone Financial Group (Kentucky)
Kentucky
$466K -$56.6K -1,205 -11%
MBTD
652
Mechanics Bank - Trust Department
California
$464K -$71K -1,510 -13%
SC
653
Savant Capital
Illinois
$462K +$40.8K +868 +10%
IW
654
Imprint Wealth
South Carolina
$462K -$15.5K -330 -3%
RG
655
Renaissance Group
Kentucky
$462K +$752 +16 +0.2%
FAIM
656
Financial Advocates Investment Management
Washington
$459K -$9.82K -209 -2%
MWM
657
Meridian Wealth Management
Kentucky
$458K -$46.4K -987 -9%
MHC
658
Meyer Handelman Company
New York
$457K -$152K -3,232 -25%
Lido Advisors
659
Lido Advisors
California
$456K -$18.2K -387 -4%
TA
660
TFG Advisers
Michigan
$455K -$48.2K -1,025 -10%
OIA
661
OneDigital Investment Advisors
Kansas
$452K +$199K +4,239 +79%
ABLA
662
Alan B. Lancz & Associates
Ohio
$452K -$37.7K -802 -8%
FIA
663
Foundations Investment Advisors
Arizona
$452K +$43.7K +936 +11%
PWA
664
Phoenix Wealth Advisors
North Carolina
$452K -$19.2K -396 -4%
QWP
665
Quotient Wealth Partners
Texas
$450K +$450K +9,568 New
NFG
666
Nations Financial Group
Iowa
$449K -$1.41K -30 -0.3%
VA
667
Valmark Advisers
Ohio
$447K +$134K +2,843 +43%
CAAS
668
Capital Asset Advisory Services
Michigan
$447K -$140K -2,972 -24%
CRI
669
Commonwealth Retirement Investments
Virginia
$445K -$20.4K -435 -4%
CWM
670
Centurion Wealth Management
Virginia
$444K +$2.87K +61 +0.6%
PCS
671
Personal CFO Solutions
New Jersey
$444K +$138K +2,937 +45%
SWK
672
Stephen W. Kidder
$444K – – –
CWM
673
Campbell Wealth Management
Virginia
$441K -$87.7K -1,868 -17%
HFRG
674
Houlihan Financial Resource Group
Virginia
$441K +$423 +9 +0.1%
GC
675
Grimes & Company
Massachusetts
$441K +$21.3K +453 +5%
25 26
27
28 29