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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 %
FNBT
676
FineMark National Bank & Trust
Florida
$557K +$17K +329 +3%
NFG
677
Nations Financial Group
Iowa
$557K +$10K +194 +2%
KMWM
678
Keudell/Morrison Wealth Management
Oregon
$556K +$45.5K +879 +9%
HIMC
679
Heritage Investors Management Corp
Maryland
$554K -$2.59K -50 -0.5%
PPW
680
Parcion Private Wealth
Washington
$554K – – –
TP
681
Tranquility Partners
Tennessee
$553K +$4.61K +89 +0.8%
WI
682
WrapManager Inc
California
$553K +$34.4K +664 +7%
CCM
683
Coldstream Capital Management
Washington
$549K +$181K +3,499 +49%
KFI
684
Key Financial Inc
Pennsylvania
$548K – – –
CCT
685
Chemung Canal Trust
New York
$545K -$10.4K -200 -2%
IIA
686
ICW Investment Advisors
Arizona
$544K -$2.85K -55 -0.5%
WG
687
Welch Group
Alabama
$538K -$49.1K -949 -8%
EM
688
Excalibur Management
Massachusetts
$537K +$23.5K +453 +5%
OCM
689
Orleans Capital Management
Louisiana
$536K +$3.11K +60 +0.6%
CG
690
Caprock Group
Idaho
$536K +$217K +4,187 +68%
MSA
691
Marino Stram & Associates
Massachusetts
$536K -$39.2K -756 -7%
DWP
692
Daymark Wealth Partners
Ohio
$535K +$224K +4,323 +72%
ETC
693
Exchange Traded Concepts
Oklahoma
$533K -$16.1K -310 -3%
MWM
694
Madison Wealth Management
Ohio
$531K – – –
BC
695
Burney Company
Virginia
$530K -$13.8K -267 -3%
LIM
696
Longfellow Investment Management
Massachusetts
$530K +$21.5K +416 +4%
FIA
697
Foundations Investment Advisors
Arizona
$525K -$319K -6,160 -38%
BCM
698
Bayesian Capital Management
New York
$523K -$601K -11,600 -53%
CI
699
Cigna Investments
Connecticut
$522K – – –
EWM
700
Elmwood Wealth Management
California
$522K -$2.18K -42 -0.4%
26 27
28
29 30