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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 %
Wealth Enhancement Advisory Services
726
Wealth Enhancement Advisory Services
Minnesota
$492K +$492K +9,503 New
SWK
727
Stephen W. Kidder
$489K – – –
BBA
728
BLB&B Advisors
Pennsylvania
$487K -$32.2K -622 -6%
CC
729
Cipher Capital
New York
$486K +$486K +9,382 New
SFI
730
SPC Financial Inc
Maryland
$483K -$38.1K -735 -7%
SWM
731
Salvus Wealth Management
New Jersey
$482K +$11.1K +215 +2%
FAIM
732
Financial Advocates Investment Management
Washington
$482K +$9.89K +191 +2%
V
733
VeraBank
Texas
$481K -$15.5K -300 -3%
FFA
734
First Foundation Advisors
California
$481K +$7.41K +143 +2%
SFA
735
Sequoia Financial Advisors
Ohio
$478K +$109K +2,108 +30%
Balyasny Asset Management
736
Balyasny Asset Management
Illinois
$477K +$477K +9,219 New
WSFS
737
Wilmington Savings Fund Society
Delaware
$476K +$7.88K +152 +2%
SFO
738
Stokes Family Office
Louisiana
$475K -$1.76K -34 -0.4%
PA
739
Prossimo Advisors
California
$473K +$31.1K +600 +7%
CS
740
Comerica Securities
Michigan
$466K +$35.7K +690 +8%
FBT
741
First Bankers Trust
Kentucky
$465K – – –
TBA
742
Tower Bridge Advisors
Pennsylvania
$463K -$265K -5,121 -36%
CCM
743
Cullen Capital Management
New York
$463K -$4.92K -95 -1%
CFP
744
Catalyst Financial Partners
Massachusetts
$463K +$95.1K +1,837 +26%
SAM
745
Sawgrass Asset Management
Florida
$461K +$147K +2,845 +47%
LKIM
746
Lawson Kroeker Investment Management
Nebraska
$459K – – –
CCA
747
Cobblestone Capital Advisors
New York
$458K -$6.73K -130 -1%
GC
748
Grimes & Company
Massachusetts
$458K -$9.84K -190 -2%
DAM
749
Derbend Asset Management
Georgia
$457K -$57.2K -1,105 -11%
LIM
750
Leavell Investment Management
Alabama
$457K -$104K -2,006 -19%
28 29
30
31 32