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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 %
AIP
701
Ameritas Investment Partners
Nebraska
$521K – – –
HFS
702
Hantz Financial Services
Michigan
$517K +$286K +5,523 +124%
OHWP
703
Oak Harbor Wealth Partners
North Carolina
$516K +$17.2K +333 +3%
WEG
704
World Equity Group
Illinois
$514K -$1.5M -29,008 -75%
RG
705
Renaissance Group
Kentucky
$510K -$43.8K -845 -8%
RP
706
Rowlandmiller & Partners
Georgia
$509K +$155 +3 +0%
CWM
707
Chesapeake Wealth Management
Virginia
$507K -$47.6K -919 -9%
GCWM
708
Graham Capital Wealth Management
District of Columbia
$507K -$20K -387 -4%
TL
709
Tradewinds LLC
North Carolina
$506K -$20.4K -393 -4%
IW
710
Imprint Wealth
South Carolina
$502K -$6.94K -134 -1%
CA
711
Continuum Advisory
Idaho
$502K -$157K -3,041 -24%
LNC
712
Lincoln National Corp
Pennsylvania
$501K -$30.9K -596 -6%
DWT
713
Dorsey & Whitney Trust
South Dakota
$500K +$219K +4,227 +78%
KFGK
714
Keystone Financial Group (Kentucky)
Kentucky
$500K +$500K +9,647 New
WA
715
Wambolt & Associates
Colorado
$500K +$58.6K +1,131 +13%
CRI
716
Commonwealth Retirement Investments
Virginia
$499K +$5.75K +111 +1%
PWA
717
Phoenix Wealth Advisors
North Carolina
$499K +$499K +9,627 New
ST
718
Smithfield Trust
Pennsylvania
$498K -$115K -2,222 -19%
CWM
719
Centurion Wealth Management
Virginia
$497K +$7.92K +153 +2%
CG
720
Colony Group
Massachusetts
$496K -$33.8K -652 -6%
BWM
721
BCGM Wealth Management
Indiana
$496K +$45K +868 +10%
AAG
722
Armstrong Advisory Group
Massachusetts
$495K -$36.5K -704 -7%
PMA
723
Prudent Man Advisors
Illinois
$494K -$5.96K -115 -1%
BOH
724
Bank of Hawaii
Hawaii
$494K +$47.4K +916 +11%
SAM
725
Shell Asset Management
Netherlands
$493K -$13.9K -268 -3%
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