D icon

Dominion Energy
D

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 %
CWS
776
Confluence Wealth Services
Pennsylvania
$427K -$5.7K -110 -1%
FNBTCON
777
First National Bank & Trust Co of Newtown
Pennsylvania
$427K +$181K +3,500 +74%
WT
778
Whittier Trust
California
$426K -$117K -2,258 -22%
HI
779
Harbour Investments
Wisconsin
$423K -$129K -2,491 -23%
FRA
780
Front Row Advisors
California
$422K -$3.88K -75 -0.9%
ATC
781
Adirondack Trust Company
New York
$419K -$1.23K -23 -0.3%
CNB
782
Camden National Bank
Maine
$419K – – –
QCM
783
Quantinno Capital Management
New York
$418K +$117K +2,254 +39%
BCM
784
Boltwood Capital Management
California
$416K -$63.7K -1,229 -13%
1SB
785
1ST Source Bank
Indiana
$416K -$33.8K -653 -8%
FFA
786
Fragasso Financial Advisors
Pennsylvania
$415K +$9.94K +192 +2%
BW
787
Bison Wealth
Georgia
$415K +$140K +2,705 +51%
AF
788
Allworth Financial
California
$415K -$305K -5,889 -42%
HDIM
789
Hanson & Doremus Investment Management
Vermont
$414K -$884K -17,071 -68%
TC
790
TownSquare Capital
Utah
$412K -$4.39M -84,765 -91%
SW
791
SVB Wealth
Massachusetts
$411K -$209K -4,042 -34%
HIC
792
Holderness Investments Company
North Carolina
$410K +$5.9K +114 +1%
BHA
793
Beech Hill Advisors
New York
$410K – – –
BFC
794
Blue Fin Capital
Rhode Island
$407K -$4.71K -91 -1%
BCWM
795
Bartlett & Co Wealth Management
Ohio
$407K +$68.9K +1,330 +20%
CAMG
796
CWA Asset Management Group
Florida
$406K +$3.37K +65 +0.8%
ANTB
797
AMG National Trust Bank
Colorado
$406K -$151K -2,923 -27%
BC
798
Bartlett & Co
Ohio
$406K +$68.8K +1,330 +20%
VIA
799
Vident Investment Advisory
Georgia
$405K +$13.3K +258 +3%
PMG
800
ProVise Management Group
Florida
$404K -$2.75M -53,105 -87%
30 31
32
33 34