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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 %
HI
801
Hudock Inc
Pennsylvania
$297K +$846 +18 +0.3%
FCA
802
FinTrust Capital Advisors
South Carolina
$297K +$42.5K +905 +17%
TCMP
803
Thrive Capital Management (Pennsylvania)
Pennsylvania
$296K -$87.2K -1,855 -23%
CSC
804
Caldwell Sutter Capital
California
$296K -$58.7K -1,249 -17%
FEM
805
Fulcrum Equity Management
Texas
$294K +$4.09K +87 +1%
FFP
806
FourThought Financial Partners
Florida
$293K +$5.97K +127 +2%
CM
807
Capital Management
Virginia
$293K +$293K +6,236 New
ACM
808
AlphaStar Capital Management
North Carolina
$292K +$40.5K +861 +16%
Jones Financial Companies
809
Jones Financial Companies
Missouri
$291K +$54K +1,148 +23%
TP
810
Tranquility Partners
Tennessee
$288K -$219K -4,668 -43%
HT
811
Heritage Trust
Oklahoma
$288K +$58.7K +1,248 +26%
BCWM
812
Bartlett & Co Wealth Management
Ohio
$287K -$23.5K -500 -8%
BC
813
Bartlett & Co
Ohio
$287K -$23.5K -500 -8%
MCM
814
MidAtlantic Capital Management
Virginia
$287K +$287K +6,100 New
RMC
815
Resources Management Corp
Connecticut
$285K -$40K -850 -12%
CTA
816
Colonial Trust Advisors
South Carolina
$285K -$49.4K -1,052 -15%
RBC
817
Romano Brothers & Co
Illinois
$284K -$847 -18 -0.3%
FNBTCON
818
First National Bank & Trust Co of Newtown
Pennsylvania
$283K -$78.7K -1,675 -22%
HFAS
819
Hummer Financial Advisory Services
Illinois
$282K -$18.8K -400 -6%
SAM
820
Sawgrass Asset Management
Florida
$282K -$81.9K -1,742 -23%
IA
821
IFG Advisory
Georgia
$280K -$23.5K -501 -8%
PWP
822
Precedent Wealth Partners
Texas
$280K +$280K +5,957 New
STA
823
Summit Trail Advisors
New York
$279K -$6.11K -130 -2%
PTC
824
Philadelphia Trust Company
Pennsylvania
$279K +$1.18K +25 +0.4%
BB
825
Busey Bank
Illinois
$279K -$67.6K -1,439 -20%
31 32
33
34 35