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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 %
PA
776
Parallel Advisors
California
$320K +$56.1K +1,194 +21%
SSA
777
Schonfeld Strategic Advisors
New York
$315K -$2.37M -50,478 -88%
PNC
778
Park National Corp
Ohio
$314K -$60.9K -1,295 -16%
CCA
779
Cobblestone Capital Advisors
New York
$314K -$74.8K -1,592 -19%
DFG
780
Delta Financial Group
New Jersey
$313K +$2.54K +54 +0.8%
Focus Partners Wealth
781
Focus Partners Wealth
Massachusetts
$313K +$313K +6,659 New
BW
782
Bison Wealth
Georgia
$312K -$17.3K -369 -5%
SS
783
Sunbelt Securities
Texas
$312K +$11.2K +239 +4%
CA
784
Commerzbank Aktiengesellschaft
Germany
$311K +$311K +6,605 New
IRC
785
Investors Research Corp
Georgia
$311K -$42.1K -896 -12%
DI
786
Diligent Investors
California
$310K +$47K +1,000 +18%
DJSG
787
D.J. St. Germain
Massachusetts
$308K -$453K -9,638 -60%
FTC
788
Farmers Trust Company
Ohio
$307K – – –
GI
789
GAMMA Investing
California
$306K +$306K +6,697 New
ACM
790
Adalta Capital Management
New York
$306K – – –
AL
791
Aspiriant LLC
California
$305K +$8.6K +183 +3%
SFG
792
Summit Financial Group
West Virginia
$304K -$3.67K -78 -1%
ERIM
793
Eagle Ridge Investment Management
Connecticut
$303K -$110K -2,336 -27%
PVI
794
Pine Valley Investments
New Jersey
$302K -$65.5K -1,394 -18%
ACA
795
Aptus Capital Advisors
Alabama
$300K -$489K -10,405 -62%
PWP
796
Principle Wealth Partners
Connecticut
$300K +$141 +3 +0%
NB
797
Northwest Bancshares
Pennsylvania
$300K -$17.9K -380 -6%
CIA
798
Compass Ion Advisors
Pennsylvania
$299K -$39.9K -848 -12%
BCM
799
Boltwood Capital Management
California
$299K -$32.2K -686 -10%
PPWP
800
Premier Path Wealth Partners
New Jersey
$298K +$298K +6,335 New
30 31
32
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