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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 %
RG
676
Renaissance Group
Kentucky
$438K -$1.52K -34 -0.3%
TL
677
Tradewinds LLC
North Carolina
$437K
CAG
678
Crestwood Advisors Group
Massachusetts
$436K +$436K +9,772 New
HWAM
679
Hennion & Walsh Asset Management
New Jersey
$436K -$241K -5,397 -36%
PWA
680
Phoenix Wealth Advisors
North Carolina
$434K +$3.57K +80 +0.8%
IIA
681
ICW Investment Advisors
Arizona
$432K -$37.6K -841 -8%
AIP
682
Ameritas Investment Partners
Nebraska
$431K -$17.9K -401 -4%
ST
683
Smithfield Trust
Pennsylvania
$431K
PTP
684
Platform Technology Partners
New York
$431K +$49.5K +1,109 +13%
PWMAG
685
Pinnacle Wealth Management Advisory Group
New Jersey
$431K -$63.3K -1,418 -13%
NFG
686
Nations Financial Group
Iowa
$428K -$51.9K -1,162 -11%
AAG
687
Armstrong Advisory Group
Massachusetts
$427K +$89 +2 +0%
KMWM
688
Keudell/Morrison Wealth Management
Oregon
$427K -$52.8K -1,183 -11%
SWA
689
Stratos Wealth Advisors
Ohio
$425K +$52.4K +1,173 +14%
SWK
690
Stephen W. Kidder
$422K
SWM
691
Salvus Wealth Management
New Jersey
$420K +$4.2K +94 +1%
CWM
692
Centurion Wealth Management
Virginia
$419K -$9.74K -218 -2%
API
693
Advisor Partners II
California
$419K +$149K +3,337 +55%
BBA
694
BLB&B Advisors
Pennsylvania
$417K -$2.68K -60 -0.6%
SAM
695
Shell Asset Management
Netherlands
$417K -$7.81K -175 -2%
BOH
696
Bank of Hawaii
Hawaii
$415K -$10.4K -233 -2%
V
697
VeraBank
Texas
$415K
VA
698
Vident Advisory
Georgia
$415K +$415K +9,290 New
FFA
699
First Foundation Advisors
California
$414K -$1.21K -27 -0.3%
OHWP
700
Oak Harbor Wealth Partners
North Carolina
$414K -$31.3K -700 -7%