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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 %
SMC
801
Smith, Moore & Co
Missouri
$403K +$20.8K +402 +5%
ILI
802
Invesco LLC (Illinois)
Illinois
$401K +$401K +7,750 New
CWA
803
Centennial Wealth Advisory
Michigan
$400K +$400K +7,732 New
CWM
804
Cordatus Wealth Management
Pennsylvania
$398K +$398K +7,689 New
EP
805
Eudaimonia Partners
Tennessee
$397K -$41K -792 -9%
TCMP
806
Thrive Capital Management (Pennsylvania)
Pennsylvania
$396K +$14K +271 +4%
HIP
807
HUB Investment Partners
Texas
$396K +$396K +7,651 New
FNWM
808
Financial Network Wealth Management
Utah
$396K – – –
QCG
809
Quadrant Capital Group
Ohio
$395K +$121K +2,327 +44%
RW
810
RVW Wealth
California
$394K – – –
CTA
811
Colonial Trust Advisors
South Carolina
$394K -$10.9K -210 -3%
AMR
812
Asset Management Resources
Massachusetts
$393K +$393K +7,584 New
AWAP
813
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$392K -$22.2K -429 -5%
BC
814
Bridgefront Capital
Texas
$390K -$555K -10,722 -59%
DOA
815
D'Orazio & Associates
Virginia
$390K +$363 +7 +0.1%
IRC
816
Investors Research Corp
Georgia
$388K +$3.94K +76 +1%
CIC
817
Crawford Investment Counsel
Georgia
$388K -$25.6K -495 -6%
EWA
818
EP Wealth Advisors
California
$388K -$1.01M -17,048 -72%
UAS
819
United Asset Strategies
New York
$386K +$30.1K +582 +8%
BMWM
820
Brown Miller Wealth Management
Virginia
$384K -$2.33K -45 -0.6%
SSWM
821
Sheets Smith Wealth Management
North Carolina
$380K -$75.4K -1,455 -17%
Koshinski Asset Management
822
Koshinski Asset Management
Illinois
$379K -$8.23K -159 -2%
ACM
823
Adalta Capital Management
New York
$378K – – –
RBC
824
Romano Brothers & Co
Illinois
$377K +$62.2K +1,200 +20%
Jones Financial Companies
825
Jones Financial Companies
Missouri
$376K -$143K -2,766 -28%
31 32
33
34 35