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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 %
BFA
701
Buttonwood Financial Advisors
Maryland
$734K +$157K +2,565 +27%
SCA
702
Snowden Capital Advisors
New York
$733K -$176K -2,865 -19%
KFI
703
Key Financial Inc
Pennsylvania
$731K – – –
CA
704
Continuum Advisory
Idaho
$731K +$92.8K +1,514 +15%
API
705
Advisor Partners II
California
$727K -$595K -9,711 -45%
LC
706
Lindbrook Capital
California
$724K -$19.4K -316 -3%
RI
707
Ridgewood Investments
New Jersey
$719K +$719K +11,728 New
ABLA
708
Alan B. Lancz & Associates
Ohio
$718K – – –
SSWM
709
Sheets Smith Wealth Management
North Carolina
$710K -$144K -2,352 -17%
CAG
710
Csenge Advisory Group
Florida
$709K -$156K -2,538 -18%
OPS
711
Orion Portfolio Solutions
Nebraska
$707K -$17.8K -291 -2%
CL
712
Choreo LLC
Illinois
$706K +$706K +11,436 New
ACS
713
Archford Capital Strategies
Illinois
$706K +$94.9K +1,547 +16%
MYLI
714
Meiji Yasuda Life Insurance
Japan
$704K -$368K -6,000 -34%
AAG
715
Armstrong Advisory Group
Massachusetts
$702K +$702K +11,442 New
HWM
716
HB Wealth Management
Georgia
$695K -$36K -587 -5%
CWM
717
Campbell Wealth Management
Virginia
$694K -$14.8K -242 -2%
HI
718
Harbour Investments
Wisconsin
$691K +$28.7K +468 +4%
WEG
719
World Equity Group
Illinois
$683K -$685K -11,175 -50%
QCM
720
Quantinno Capital Management
New York
$683K +$468K +7,630 +217%
RCM
721
Regency Capital Management
Hawaii
$681K -$141K -2,300 -17%
HIMC
722
Heritage Investors Management Corp
Maryland
$681K – – –
LNC
723
Lincoln National Corp
Pennsylvania
$681K -$16.7K -273 -2%
KFC
724
Klingenstein Fields & Co
New York
$677K +$24.5K +400 +4%
DCM
725
Donaldson Capital Management
Indiana
$672K -$31.9K -520 -5%
27 28
29
30 31