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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 %
S
751
SignatureFD
Georgia
$457K +$32.3K +623 +8%
MOS
752
MGO One Seven
Ohio
$455K -$192K -3,710 -30%
ERIM
753
Eagle Ridge Investment Management
Connecticut
$455K – – –
FIM
754
Fruth Investment Management
Texas
$454K -$25.9K -500 -5%
MNBTD
755
Moody National Bank Trust Division
Texas
$451K +$14.9K +287 +3%
PWP
756
Private Wealth Partners
California
$451K +$3.11K +60 +0.7%
BB
757
Busey Bank
Illinois
$449K -$9.53K -184 -2%
MW
758
Marcum Wealth
Ohio
$449K -$8.34K -161 -2%
BTI
759
Blue Trust Inc
Georgia
$445K -$106K -1,884 -19%
PTP
760
Platform Technology Partners
New York
$444K +$17.7K +340 +4%
EWM
761
Endurance Wealth Management
Rhode Island
$442K -$89.4K -1,724 -17%
SC
762
Savant Capital
Illinois
$441K -$14.6K -282 -3%
VT
763
Vise Technologies
New York
$441K +$137K +2,648 +45%
GG
764
Gleason Group
Kentucky
$439K +$5.39K +104 +1%
MMM
765
Mendel Money Management
Illinois
$438K +$3.37K +65 +0.8%
AF
766
Advisornet Financial
Minnesota
$437K +$7.46K +144 +2%
KA
767
Kovack Advisors
Florida
$436K -$105K -2,018 -19%
CAM
768
Centre Asset Management
New York
$435K – – –
GC
769
Garde Capital
Washington
$435K +$435K +8,400 New
DU
770
Delphia (USA)
Ontario, Canada
$433K -$46.5K -898 -10%
SWA
771
Stratos Wealth Advisors
Ohio
$432K +$3.99K +77 +0.9%
MA
772
Montag & Associates
Georgia
$431K +$207 +4 +0%
PNC
773
Park National Corp
Ohio
$428K -$210K -4,051 -33%
ICA
774
Infrastructure Capital Advisors
New York
$428K +$21.1K +408 +5%
CT
775
Colonial Trust
South Carolina
$428K +$16K +308 +4%
29 30
31
32 33