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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 %
FIA
726
Foundations Investment Advisors
Arizona
$390K -$62K -1,387 -14%
LKIM
727
Lawson Kroeker Investment Management
Nebraska
$387K -$8.93K -200 -2%
CWS
728
Confluence Wealth Services
Pennsylvania
$385K +$16.3K +364 +4%
PL
729
Perpetual Ltd
Australia
$384K +$93.8K +2,100 +32%
GG
730
Gleason Group
Kentucky
$384K +$5.23K +117 +1%
CCM
731
Cullen Capital Management
New York
$380K -$19.1K -427 -5%
C
732
CEDRUS
Colorado
$379K +$75.9K +1,698 +25%
AFT
733
Alpha Family Trust
California
$377K +$76.4K +1,710 +25%
LIM
734
Leavell Investment Management
Alabama
$376K -$17.8K -400 -5%
CA
735
Clearstead Advisors
Ohio
$374K +$222K +4,963 +145%
AF
736
Allworth Financial
California
$374K +$15.8K +354 +4%
MA
737
Montag & Associates
Georgia
$372K +$179 +4 +0%
KWA
738
Kingswood Wealth Advisors
California
$371K +$371K +8,298 New
WFI
739
West Family Investments
California
$370K +$370K +8,286 New
CAM
740
Centre Asset Management
New York
$370K -$5.67K -127 -2%
AMR
741
Asset Management Resources
Massachusetts
$370K +$30.8K +690 +9%
CCA
742
Cobblestone Capital Advisors
New York
$369K -$25.8K -578 -7%
VWA
743
Visionary Wealth Advisors
Illinois
$369K -$3.97M -88,780 -91%
SG
744
StoneX Group
New York
$369K +$369K +8,255 New
EWA
745
EP Wealth Advisors
California
$369K +$76.8K +1,719 +26%
WT
746
Whittier Trust
California
$367K
WA
747
Wambolt & Associates
Colorado
$367K -$41.1K -971 -10%
MFG
748
MidWestOne Financial Group
Iowa
$367K -$194K -4,346 -35%
NIM
749
NEOS Investment Management
Connecticut
$367K +$367K +8,207 New
TCMP
750
Thrive Capital Management (Pennsylvania)
Pennsylvania
$365K +$22.9K +512 +7%