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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 %
FMC
676
First Merchants Corp
Indiana
$439K -$283K -6,026 -39%
SWM
677
Salvus Wealth Management
New Jersey
$438K -$3.81K -81 -0.9%
AIP
678
Ameritas Investment Partners
Nebraska
$437K -$16.8K -358 -4%
BTI
679
Blue Trust Inc
Georgia
$437K +$43.4K +973 +11%
V
680
VeraBank
Texas
$437K – – –
IIA
681
ICW Investment Advisors
Arizona
$436K -$18K -383 -4%
HSA
682
HBK Sorce Advisory
Pennsylvania
$436K -$149K -3,169 -25%
BAM
683
Belpointe Asset Management
Nevada
$436K +$145K +3,077 +50%
OF
684
Outfitter Financial
Maine
$433K -$265K -5,630 -38%
PWP
685
Private Wealth Partners
California
$432K – – –
TSS
686
Two Sigma Securities
New York
$428K -$189K -4,028 -31%
OHWP
687
Oak Harbor Wealth Partners
North Carolina
$428K -$7.05K -150 -2%
TC
688
TownSquare Capital
Utah
$424K +$7.57K +161 +2%
CI
689
Cigna Investments
Connecticut
$424K +$3.95K +84 +0.9%
OPA
690
Old Port Advisors
Maine
$424K -$63.2K -1,344 -13%
MOS
691
MGO One Seven
Ohio
$423K +$4.28K +91 +1%
GT
692
Glenview Trust
Kentucky
$422K -$281K -5,988 -40%
HFS
693
Hantz Financial Services
Michigan
$422K +$5.92K +126 +1%
HL
694
HeadInvest LLC
Maine
$422K -$100K -2,130 -19%
CBT
695
Central Bank & Trust
Kentucky
$421K – – –
SPC
696
Sigma Planning Corp
Michigan
$420K -$1.12M -23,861 -73%
WG
697
Welch Group
Alabama
$419K +$6.25K +133 +2%
EF
698
Empowered Funds
Pennsylvania
$419K +$77.1K +1,640 +23%
HTIM
699
Harbour Trust & Investment Management
Indiana
$416K +$416K +8,861 New
PA
700
Prossimo Advisors
California
$416K -$11.5K -245 -3%
26 27
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