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Dominion Energy
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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 %
BBA
726
BLB&B Advisors
Pennsylvania
$378K -$60.7K -1,292 -14%
MA
727
Montag & Associates
Georgia
$378K -$13.8K -293 -4%
PFGIA
728
Patriot Financial Group Insurance Agency
Massachusetts
$372K +$5.03K +107 +1%
BHA
729
Beech Hill Advisors
New York
$372K – – –
CAG
730
Crestwood Advisors Group
Massachusetts
$370K -$89.1K -1,895 -19%
VA
731
Vident Advisory
Georgia
$370K -$66.5K -1,414 -15%
FMWA
732
Forvis Mazars Wealth Advisors
Missouri
$369K -$192K -4,076 -34%
CCM
733
Cullen Capital Management
New York
$369K -$31.1K -661 -8%
KMWM
734
Keudell/Morrison Wealth Management
Oregon
$367K -$81.5K -1,735 -18%
EWM
735
Evercore Wealth Management
New York
$366K -$138K -2,936 -27%
ILI
736
Invesco LLC (Illinois)
Illinois
$364K – – –
RW
737
RVW Wealth
California
$363K +$5.08K +108 +1%
JCFM
738
JBR Co Financial Management
Oklahoma
$363K +$363K +7,716 New
QCG
739
Quadrant Capital Group
Ohio
$362K +$52.3K +1,112 +17%
DAM
740
Derbend Asset Management
Georgia
$359K -$11.4K -242 -3%
CA
741
Continuum Advisory
Idaho
$359K -$113K -2,404 -24%
KIA
742
KCM Investment Advisors
California
$356K -$113K -2,405 -24%
SMC
743
Smith, Moore & Co
Missouri
$355K -$846 -18 -0.2%
SAM
744
Shell Asset Management
Netherlands
$355K -$84.4K -1,794 -19%
CT
745
Cambridge Trust
Massachusetts
$355K -$4.7K -100 -1%
CFP
746
Catalyst Financial Partners
Massachusetts
$354K -$74.4K -1,583 -17%
RCM
747
RNC Capital Management
California
$352K -$383K -8,147 -52%
SWMG
748
Sard Wealth Management Group
Georgia
$351K +$351K +7,477 New
CA
749
Cornerstone Advisory
Maryland
$351K -$191K -4,068 -35%
DAM
750
Delta Asset Management
Tennessee
$349K -$66.9K -1,423 -16%
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