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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 %
FNWM
751
Financial Network Wealth Management
Utah
$348K – – –
VT
752
Vise Technologies
New York
$346K -$358K -7,625 -51%
WHG
753
Westwood Holdings Group
Texas
$345K +$3.29K +70 +1%
IA
754
IFP Advisors
Florida
$340K -$13.5K -288 -4%
MCM
755
Manchester Capital Management
Vermont
$338K +$8.74K +186 +3%
AMBIA
756
Allen Mooney & Barnes Investment Advisors
Georgia
$338K +$56K +1,192 +20%
MPPLM
757
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$337K +$32.7K +696 +11%
FFA
758
Fragasso Financial Advisors
Pennsylvania
$331K +$3.38K +72 +1%
C
759
CEDRUS
Colorado
$331K -$67.9K -1,445 -17%
MIM
760
Morningstar Investment Management
Illinois
$331K – – –
SC
761
Searle & Co
Connecticut
$331K +$331K +7,037 New
PCM
762
Parsons Capital Management
Rhode Island
$330K – – –
BJL
763
Brighton Jones LLC
Washington
$330K +$29.4K +625 +10%
SSWM
764
Sheets Smith Wealth Management
North Carolina
$330K -$18.7K -397 -5%
CWA
765
Centennial Wealth Advisory
Michigan
$329K -$32K -680 -9%
KWA
766
Kingswood Wealth Advisors
California
$327K -$63.1K -1,343 -16%
BWL
767
Bogart Wealth LLC
Virginia
$327K +$2.82K +60 +0.9%
CWM
768
Chesapeake Wealth Management
Virginia
$326K -$95K -2,021 -23%
CAM
769
Cidel Asset Management
Ontario, Canada
$326K +$326K +6,927 New
TBA
770
Tower Bridge Advisors
Pennsylvania
$325K – – –
EWA
771
EP Wealth Advisors
California
$324K -$64.2K -1,365 -17%
LWAM
772
Legacy Wealth Asset Management
Minnesota
$322K +$28.3K +602 +10%
VIM
773
Vinva Investment Management
Australia
$321K +$68.3K +1,451 +27%
BFC
774
Blue Fin Capital
Rhode Island
$320K -$48.7K -1,036 -13%
FBT
775
First Bankers Trust
Kentucky
$320K -$102K -2,162 -24%
29 30
31
32 33