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Dominion Energy
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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 %
DU
751
Delphia (USA)
Ontario, Canada
$518K +$518K +9,262 New
SFO
752
Stokes Family Office
Louisiana
$515K +$3.75K +67 +0.7%
NMG
753
New Millennium Group
Utah
$514K -$19.3K -346 -4%
PTC
754
Petrus Trust Company
Texas
$513K +$513K +9,170 New
FFA
755
First Foundation Advisors
California
$512K +$17.4K +312 +4%
TSS
756
Two Sigma Securities
New York
$511K +$128K +2,298 +34%
FAIM
757
Financial Advocates Investment Management
Washington
$509K -$225K -4,016 -31%
SWM
758
Salvus Wealth Management
New Jersey
$508K -$276K -4,928 -35%
BFIC
759
Bedell Frazier Investment Counselling
California
$506K -$2.8K -50 -0.5%
CCM
760
Cullen Capital Management
New York
$505K +$82K +1,467 +19%
GC
761
Grimes & Company
Massachusetts
$505K -$2.46K -44 -0.5%
WSFS
762
Wilmington Savings Fund Society
Delaware
$504K -$6.37K -114 -1%
FBT
763
First Bankers Trust
Kentucky
$502K +$3.69K +66 +0.7%
CCA
764
Cobblestone Capital Advisors
New York
$502K +$136K +2,438 +37%
BB
765
Busey Bank
Illinois
$495K -$101K -1,803 -17%
LKIM
766
Lawson Kroeker Investment Management
Nebraska
$495K -$333K -5,950 -40%
MW
767
Marcum Wealth
Ohio
$494K +$66.2K +1,184 +15%
SC
768
Savant Capital
Illinois
$492K +$60.4K +1,081 +14%
SSWM
769
Sheets Smith Wealth Management
North Carolina
$492K -$156K -2,785 -24%
ERIM
770
Eagle Ridge Investment Management
Connecticut
$491K +$25.4K +454 +5%
BWM
771
BCGM Wealth Management
Indiana
$486K +$486K +8,700 New
1SB
772
1ST Source Bank
Indiana
$485K -$20.2K -361 -4%
MFG
773
Merit Financial Group
Georgia
$484K -$22K -393 -4%
PWP
774
Private Wealth Partners
California
$483K +$483K +8,640 New
BOH
775
Bank of Hawaii
Hawaii
$482K -$14.4K -257 -3%
29 30
31
32 33