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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 %
SCI
676
Stableford Capital II
Arizona
$787K +$83.3K +1,352 +12%
TC
677
Toews Corporation
New Jersey
$785K -$98.1K -1,600 -11%
TA
678
Tectonic Advisors
Texas
$782K +$51.6K +841 +7%
SWS
679
SYSTM Wealth Solutions
Illinois
$779K +$779K +12,699 New
BFO
680
Boston Family Office
Massachusetts
$775K -$188K -3,063 -20%
MFG
681
MidWestOne Financial Group
Iowa
$769K -$246K -4,011 -24%
GT
682
Greenleaf Trust
Michigan
$766K +$77.6K +1,266 +11%
Aviva
683
Aviva
United Kingdom
$764K -$6.68K -109 -0.9%
CTA
684
Chesley Taft & Associates
Illinois
$763K +$34.2K +557 +5%
PMAM
685
Penn Mutual Asset Management
Pennsylvania
$762K – – –
SFG
686
Sovereign Financial Group
Connecticut
$761K -$7.73K -126 -1%
GLA
687
Good Life Advisors
Pennsylvania
$761K +$20.8K +339 +3%
DT
688
Diversified Trust
Tennessee
$759K +$449K +7,324 +145%
AWM
689
Apollon Wealth Management
South Carolina
$755K -$77.9K -1,271 -9%
PT
690
Plimoth Trust
Massachusetts
$753K +$8.9K +145 +1%
IWM
691
IHT Wealth Management
Illinois
$748K +$36.5K +595 +5%
MWM
692
Meridian Wealth Management
Kentucky
$745K -$84.2K -1,373 -10%
BTWM
693
Baker Tilly Wealth Management
Wisconsin
$745K -$148K -2,421 -17%
TT
694
TI-Trust
Illinois
$744K – – –
SWM
695
Scissortail Wealth Management
Oklahoma
$743K +$743K +12,480 New
PNC
696
Park National Corp
Ohio
$742K -$60.4K -985 -8%
ST
697
Smithfield Trust
Pennsylvania
$741K -$2.14K -35 -0.3%
AF
698
Allworth Financial
California
$740K +$274K +4,462 +59%
ATPW
699
Ashton Thomas Private Wealth
Arizona
$738K +$175K +2,859 +31%
CAAS
700
Capital Asset Advisory Services
Michigan
$737K +$61 +1 +0%
26 27
28
29 30