D icon

Dominion Energy
D

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 %
WI
701
WrapManager Inc
California
$414K -$78.4K -1,668 -16%
BOH
702
Bank of Hawaii
Hawaii
$412K -$25.5K -542 -6%
MGIA
703
Moneta Group Investment Advisors
Missouri
$411K -$3.2K -68 -0.8%
RP
704
Rowlandmiller & Partners
Georgia
$410K -$52.5K -1,117 -11%
SW
705
SVB Wealth
Massachusetts
$409K +$81.7K +1,738 +25%
UAS
706
United Asset Strategies
New York
$408K +$61.5K +1,309 +18%
FIM
707
Fruth Investment Management
Texas
$407K -$4.69K -100 -1%
PCM
708
Pointe Capital Management
Michigan
$407K +$186K +3,967 +85%
WANY
709
Wealthspire Advisors (New York)
New York
$405K -$293K -6,238 -42%
1SB
710
1ST Source Bank
Indiana
$405K +$36.8K +784 +10%
PL
711
Perpetual Ltd
Australia
$404K – – –
WS
712
Wedbush Securities
California
$404K -$23.3K -496 -5%
LKIM
713
Lawson Kroeker Investment Management
Nebraska
$403K -$3.29K -70 -0.8%
DWT
714
Dorsey & Whitney Trust
South Dakota
$403K +$166K +3,528 +70%
KA
715
Kovack Advisors
Florida
$403K +$21.8K +463 +6%
FG
716
Fiduciary Group
Georgia
$400K -$298K -6,331 -43%
WFI
717
West Family Investments
California
$397K +$7.94K +169 +2%
CWM
718
Congress Wealth Management
Massachusetts
$397K +$107K +2,280 +37%
MFG
719
MidWestOne Financial Group
Iowa
$394K +$7.52K +160 +2%
MAS
720
Meeder Advisory Services
Ohio
$392K -$74K -1,574 -16%
GS
721
GTS Securities
New York
$391K -$1.49M -31,731 -79%
WT
722
Whittier Trust
California
$386K -$517 -11 -0.1%
CWS
723
Confluence Wealth Services
Pennsylvania
$385K -$19.7K -419 -5%
LIM
724
Leavell Investment Management
Alabama
$384K -$11.7K -250 -3%
CAM
725
Centre Asset Management
New York
$383K -$5.78K -123 -1%
27 28
29
30 31