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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 %
AWM
676
Axxcess Wealth Management
California
$654K -$67.6K -1,210 -9%
Los Angeles Capital Management
677
Los Angeles Capital Management
California
$646K -$1.45M -25,893 -69%
MAS
678
Meeder Advisory Services
Ohio
$644K +$96.3K +1,723 +18%
ABLA
679
Alan B. Lancz & Associates
Ohio
$638K – – –
CC
680
Corton Capital
Ontario, Canada
$635K +$635K +11,363 New
WG
681
Welch Group
Alabama
$633K +$23.4K +419 +4%
CWM
682
Campbell Wealth Management
Virginia
$628K -$4.7K -84 -0.7%
CA
683
Callahan Advisors
Texas
$625K -$1.27M -22,730 -67%
MSA
684
Marino Stram & Associates
Massachusetts
$620K +$27.2K +487 +5%
AWM
685
Adams Wealth Management
Utah
$620K +$162K +2,902 +35%
HH
686
Hilltop Holdings
Texas
$619K +$19.1K +341 +3%
AssetMark Inc
687
AssetMark Inc
California
$616K +$302K +5,397 +96%
LSA
688
Lion Street Advisors
Texas
$608K +$608K +10,870 New
LIM
689
Leavell Investment Management
Alabama
$606K +$8.84K +158 +1%
PIA
690
Pinion Investment Advisors
Kansas
$605K +$45.5K +813 +8%
WTC
691
WhitTier Trust Company
Nevada
$605K +$6.93K +124 +1%
BTI
692
Blue Trust Inc
Georgia
$603K -$166K -2,712 -22%
ANTB
693
AMG National Trust Bank
Colorado
$602K +$226K +4,046 +60%
HIMC
694
Heritage Investors Management Corp
Maryland
$601K -$19.8K -354 -3%
CCT
695
Chemung Canal Trust
New York
$599K -$160K -2,857 -21%
CWM
696
Chesapeake Wealth Management
Virginia
$599K -$11.9K -212 -2%
PPW
697
Parcion Private Wealth
Washington
$598K – – –
RG
698
Renaissance Group
Kentucky
$598K -$3.58K -64 -0.6%
WFI
699
West Family Investments
California
$597K +$597K +10,676 New
QP
700
Quilter Plc
United Kingdom
$596K +$596K +600 New
26 27
28
29 30