D icon

Dominion Energy
D

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 %
CI
726
Cigna Investments
Connecticut
$563K -$11.4K -204 -2%
SFI
727
SPC Financial Inc
Maryland
$563K +$2.57K +46 +0.5%
AIP
728
Ameritas Investment Partners
Nebraska
$562K – – –
Jones Financial Companies
729
Jones Financial Companies
Missouri
$561K -$48.9K -875 -8%
BBA
730
BLB&B Advisors
Pennsylvania
$560K +$4.59K +82 +0.8%
WI
731
WrapManager Inc
California
$560K +$151K +2,705 +37%
BFA
732
Beacon Financial Advisory
Ohio
$556K +$50.4K +902 +10%
DAM
733
Derbend Asset Management
Georgia
$555K -$3.91K -70 -0.7%
EM
734
Excalibur Management
Massachusetts
$554K +$10.3K +185 +2%
IMOV
735
Investment Management of Virginia
Virginia
$553K +$87.9K +1,573 +19%
KMWM
736
Keudell/Morrison Wealth Management
Oregon
$551K +$52K +930 +10%
IW
737
Imprint Wealth
South Carolina
$550K +$550K +9,832 New
RP
738
Rowlandmiller & Partners
Georgia
$549K +$41.9K +750 +8%
LIM
739
Longfellow Investment Management
Massachusetts
$548K +$193K +3,450 +54%
SAM
740
Shell Asset Management
Netherlands
$547K – – –
LNWWM
741
Laird Norton Wetherby Wealth Management
California
$541K +$23.8K +426 +5%
PMA
742
Prudent Man Advisors
Illinois
$540K -$2.8K -50 -0.5%
OHWP
743
Oak Harbor Wealth Partners
North Carolina
$538K -$35.4K -633 -6%
V
744
VeraBank
Texas
$536K -$4.14K -74 -0.8%
CRI
745
Commonwealth Retirement Investments
Virginia
$532K +$33.9K +606 +7%
CWM
746
Centurion Wealth Management
Virginia
$529K +$15.7K +281 +3%
SWK
747
Stephen W. Kidder
$528K -$36.3K -650 -6%
HFRG
748
Houlihan Financial Resource Group
Virginia
$523K -$10.7K -192 -2%
FIM
749
Fruth Investment Management
Texas
$518K -$27.9K -500 -5%
BCM
750
Boltwood Capital Management
California
$518K -$48.1K -860 -8%
28 29
30
31 32