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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 %
KC
826
Kepos Capital
New York
$278K -$6.16K -131 -2%
MAM
827
Mystic Asset Management
Rhode Island
$277K +$14.6K +310 +6%
FCAS
828
First Command Advisory Services
Texas
$277K – – –
CDH
829
Charles D. Hyman
$276K – – –
DAS
830
Dynamic Advisor Solutions
Arizona
$275K +$4.32K +88 +2%
CNB
831
Camden National Bank
Maine
$274K -$106K -2,255 -28%
S
832
Sunpointe
Missouri
$272K +$272K +5,793 New
MCM
833
Mainstay Capital Management
Michigan
$272K -$540K -11,490 -67%
CAMG
834
CWA Asset Management Group
Florida
$272K -$62.5K -1,330 -19%
SVWAG
835
Sound View Wealth Advisors Group
Georgia
$271K +$29.7K +631 +12%
FWIA
836
Fort Washington Investment Advisors
Ohio
$271K -$499K -10,618 -65%
JWM
837
Jeppson Wealth Management
California
$269K +$269K +5,732 New
FCP
838
Fidelis Capital Partners
Florida
$269K +$269K +5,714 New
ZIC
839
ZWJ Investment Counsel
Georgia
$267K -$6.53K -139 -2%
OAM
840
Ostrum Asset Management
France
$267K +$1.13K +24 +0.4%
OFP
841
OLIO Financial Planning
Virginia
$267K -$23.6K -501 -8%
MW
842
Marcum Wealth
Ohio
$266K -$149K -3,160 -36%
AAB
843
ABN AMRO Bank
Netherlands
$266K – – –
JF
844
Jump Financial
Illinois
$266K +$266K +5,649 New
RCAG
845
Rehmann Capital Advisory Group
Michigan
$265K -$12.5K -266 -5%
VSQM
846
V-Square Quantitative Management
Illinois
$265K – – –
LF
847
Lantz Financial
Illinois
$263K -$9.73K -207 -4%
MLL
848
Moody Lynn & Lieberson
Massachusetts
$263K – – –
AC
849
AXQ Capital
New Jersey
$263K +$263K +5,600 New
NHT
850
New Hampshire Trust
New Hampshire
$263K -$29.8K -634 -10%
32 33
34
35 36