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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 %
CGL
701
Clarius Group LLC
Washington
$412K +$99K +2,217 +32%
PWP
702
Private Wealth Partners
California
$411K +$22.3K +500 +6%
HFRG
703
Houlihan Financial Resource Group
Virginia
$410K -$5.15M -117,755 -93%
WSFS
704
Wilmington Savings Fund Society
Delaware
$409K -$1.07K -24 -0.3%
CFP
705
Catalyst Financial Partners
Massachusetts
$407K +$8.04K +180 +2%
WS
706
Wedbush Securities
California
$406K -$192K -4,291 -32%
PA
707
Prossimo Advisors
California
$406K -$2.06K -46 -0.5%
HIP
708
HUB Investment Partners
Texas
$405K +$62.9K +1,408 +18%
FBT
709
First Bankers Trust
Kentucky
$401K
SC
710
Savant Capital
Illinois
$400K +$19.7K +441 +5%
CWM
711
Chesapeake Wealth Management
Virginia
$400K -$36.9K -827 -8%
CBT
712
Central Bank & Trust
Kentucky
$400K +$306K +6,862 +329%
CI
713
Cigna Investments
Connecticut
$399K -$51.5K -1,153 -11%
GC
714
Grimes & Company
Massachusetts
$399K +$3.84K +86 +1%
MOS
715
MGO One Seven
Ohio
$398K +$4.96K +111 +1%
IAIM
716
International Assets Investment Management
Florida
$397K +$397K +8,742 New
TC
717
TownSquare Capital
Utah
$396K +$41.2K +923 +12%
DAM
718
Delta Asset Management
Tennessee
$396K -$129K -2,895 -25%
HFS
719
Hantz Financial Services
Michigan
$395K -$50.6K -1,134 -11%
MW
720
Marcum Wealth
Ohio
$394K +$7.06K +158 +2%
MGIA
721
Moneta Group Investment Advisors
Missouri
$393K -$114K -2,543 -22%
ERIM
722
Eagle Ridge Investment Management
Connecticut
$393K
WG
723
Welch Group
Alabama
$392K -$71.5K -1,600 -15%
EP
724
Eudaimonia Partners
Tennessee
$392K +$49.7K +1,113 +15%
FIM
725
Fruth Investment Management
Texas
$391K