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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 %
HI
701
Harbour Investments
Wisconsin
$596K -$34.5K -617 -5%
ETC
702
Exchange Traded Concepts
Oklahoma
$593K +$157K +2,816 +36%
ACM
703
Acrisure Capital Management
Texas
$593K +$291K +5,212 +97%
TP
704
Tranquility Partners
Tennessee
$592K +$7.77K +139 +1%
KFI
705
Key Financial Inc
Pennsylvania
$592K – – –
IIA
706
ICW Investment Advisors
Arizona
$591K +$36.2K +648 +7%
NFG
707
Nations Financial Group
Iowa
$590K +$8.39K +150 +1%
BC
708
Burney Company
Virginia
$587K -$2.52K -45 -0.4%
WT
709
Whittier Trust
California
$586K +$8.78K +157 +2%
CFAM
710
Center For Asset Management
Florida
$584K +$2.8K +50 +0.5%
KA
711
Kovack Advisors
Florida
$583K +$91.5K +1,637 +19%
FNBT
712
FineMark National Bank & Trust
Florida
$583K -$10.6K -190 -2%
OCM
713
Orleans Capital Management
Louisiana
$576K +$81.1K +1,450 +16%
LNC
714
Lincoln National Corp
Pennsylvania
$575K -$46K -822 -7%
HL
715
HeadInvest LLC
Maine
$575K +$61.8K +1,105 +12%
AAG
716
Armstrong Advisory Group
Massachusetts
$574K -$66.1K -1,183 -10%
MWM
717
Madison Wealth Management
Ohio
$573K – – –
EWM
718
Endurance Wealth Management
Rhode Island
$573K -$4.14K -74 -0.7%
AAB
719
ABN AMRO Bank
Netherlands
$571K +$571K +10,217 New
CG
720
Colony Group
Massachusetts
$571K -$166K -2,968 -23%
MGIA
721
Moneta Group Investment Advisors
Missouri
$571K +$108K +1,928 +23%
TL
722
Tradewinds LLC
North Carolina
$569K +$569K +10,171 New
PWMAG
723
Pinnacle Wealth Management Advisory Group
New Jersey
$568K -$37.9K -677 -6%
EWM
724
Elmwood Wealth Management
California
$566K +$71.8K +1,285 +15%
FMAEN1
725
Fund Management at Engine No 1
California
$565K +$52.2K +934 +10%
27 28
29
30 31