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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 %
CT
801
Colonial Trust
South Carolina
$444K +$24K +430 +6%
BHA
802
Beech Hill Advisors
New York
$442K -$376K -6,720 -46%
ATC
803
Adirondack Trust Company
New York
$439K +$157K +2,806 +56%
ICA
804
Infrastructure Capital Advisors
New York
$439K +$439K +7,854 New
Lido Advisors
805
Lido Advisors
California
$438K +$125K +2,231 +40%
FFA
806
Fragasso Financial Advisors
Pennsylvania
$438K +$79.7K +1,425 +22%
CTA
807
Colonial Trust Advisors
South Carolina
$437K -$56 -1 -0%
HIC
808
Holderness Investments Company
North Carolina
$436K -$28.9K -517 -6%
CA
809
Cullinan Associates
Kentucky
$436K -$22.4K -400 -5%
CAMG
810
CWA Asset Management Group
Florida
$435K +$15.6K +279 +4%
RW
811
RVW Wealth
California
$426K – – –
GIA
812
Gateway Investment Advisers
Ohio
$425K -$69.6K -1,245 -14%
VIA
813
Vident Investment Advisory
Georgia
$423K +$76.6K +1,370 +22%
DOA
814
D'Orazio & Associates
Virginia
$421K +$727 +13 +0.2%
Koshinski Asset Management
815
Koshinski Asset Management
Illinois
$418K -$280 -5 -0.1%
BMWM
816
Brown Miller Wealth Management
Virginia
$417K -$13.7K -245 -3%
DMBA
817
Deseret Mutual Benefit Administrators
Utah
$416K -$107K -1,909 -20%
IRC
818
Investors Research Corp
Georgia
$415K -$8.39K -150 -2%
FNWM
819
Financial Network Wealth Management
Utah
$415K – – –
SMC
820
Smith, Moore & Co
Missouri
$412K +$1.73K +31 +0.4%
TCMP
821
Thrive Capital Management (Pennsylvania)
Pennsylvania
$411K +$12.2K +219 +3%
PFGIA
822
Patriot Financial Group Insurance Agency
Massachusetts
$411K +$26.3K +471 +7%
IA
823
IFG Advisory
Georgia
$409K +$10.7K +191 +3%
ACM
824
Adalta Capital Management
New York
$408K – – –
WHG
825
Westwood Holdings Group
Texas
$407K +$407K +7,283 New
31 32
33
34 35