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Dominion Energy

1,196 hedge funds and large institutions have $27.4B invested in Dominion Energy in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 407 increasing their positions, 528 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,196
Holders Change
-81
Holders Change %
-6.34%
% of All Funds
19.07%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
84
Increased
407
Reduced
528
Closed
148
Calls
$305M
Puts
$173M
Net Calls
+$132M
Net Calls Change
-$20.9M
Name Holding Trade Value Shares
Change
Shares
Change %
GIA
826
Gateway Investment Advisers
Ohio
$290K -$9.07K -203 -3%
MPPLM
827
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$290K +$40.9K +916 +16%
SAM
828
Summit Asset Management
Tennessee
$289K +$13.4K +300 +5%
SIC
829
Salem Investment Counselors
North Carolina
$289K
IA
830
IFG Advisory
Georgia
$289K +$289K +6,463 New
CP
831
Camelot Portfolios
Ohio
$286K -$816K -18,260 -74%
HFAS
832
Hummer Financial Advisory Services
Illinois
$286K
BJL
833
Brighton Jones LLC
Washington
$286K +$1.7K +38 +0.6%
SS
834
Sunbelt Securities
Texas
$285K +$19.1K +427 +7%
PWP
835
Principle Wealth Partners
Connecticut
$285K
NDSI
836
Newman Dignan & Sheerar Inc
Rhode Island
$284K
ANTB
837
AMG National Trust Bank
Colorado
$282K -$68.1K -1,525 -19%
AL
838
Aspiriant LLC
California
$282K +$10.3K +231 +4%
HI
839
Hudock Inc
Pennsylvania
$281K +$313 +7 +0.1%
SSWM
840
Smith Salley Wealth Management
North Carolina
$280K -$1.54M -34,474 -85%
AFG
841
AFS Financial Group
Maryland
$279K +$581 +13 +0.2%
LWAM
842
Legacy Wealth Asset Management
Minnesota
$279K +$5.27K +118 +2%
NHT
843
New Hampshire Trust
New Hampshire
$278K -$1.12K -25 -0.4%
SWS
844
SYSTM Wealth Solutions
Illinois
$278K -$350K -7,828 -56%
BAM
845
Belpointe Asset Management
Nevada
$277K -$254K -5,681 -48%
JIP
846
Jaffetilchin Investment Partners
Florida
$276K -$8.67K -194 -3%
OFP
847
OLIO Financial Planning
Virginia
$276K +$276K +6,177 New
FEM
848
Fulcrum Equity Management
Texas
$276K -$447 -10 -0.2%
CWM
849
Congress Wealth Management
Massachusetts
$275K +$3.57K +80 +1%
CAM
850
Campion Asset Management
Virginia
$275K +$14.3K +320 +5%