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Dominion Energy
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Overview Fund Activity

1,422 hedge funds and large institutions have $36B invested in Dominion Energy in 2022 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 491 increasing their positions, 589 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,422
Holders Change
-13
Holders Change %
-0.91%
% of All Funds
22.94%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.16%
New
186
Increased
491
Reduced
589
Closed
169
Calls
$348M
Puts
$263M
Net Calls
+$84.2M
Net Calls Change
-$26.8M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$311M
2
Invesco
Invesco
Georgia
+$244M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$155M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$137M
5
Citadel Advisors
Citadel Advisors
Florida
+$133M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$742M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$358M
3
Boston Partners
Boston Partners
Massachusetts
-$239M
4
Jennison Associates
Jennison Associates
New York
-$187M
5
BC
Brookfield Corp
Ontario, Canada
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
851
Caprock Group
Idaho
$471K +$234K +3,818 +99%
MW
852
Marcum Wealth
Ohio
$469K -$266K -4,341 -36%
RW
853
RVW Wealth
California
$467K – – –
CCM
854
Cullen Capital Management
New York
$464K -$86.6K -1,413 -16%
IRC
855
Investors Research Corp
Georgia
$464K -$3.07K -50 -0.7%
AGP
856
Autumn Glory Partners
Texas
$464K +$143K +2,325 +44%
VFA
857
Voya Financial Advisors
Connecticut
$464K -$45.4K -736 -9%
KFGK
858
Keystone Financial Group (Kentucky)
Kentucky
$464K +$82.5K +1,345 +22%
AWAP
859
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$463K -$11.2K -183 -2%
EWA
860
EP Wealth Advisors
California
$462K +$462K +7,537 New
CT
861
Colonial Trust
South Carolina
$461K -$16.3K -265 -3%
DOA
862
D'Orazio & Associates
Virginia
$461K -$7.42K -121 -2%
DP
863
Dearborn Partners
Illinois
$461K -$232K -3,789 -34%
CAMG
864
CWA Asset Management Group
Florida
$460K +$4.29K +70 +0.9%
SS
865
Sunbelt Securities
Texas
$459K +$51K +831 +12%
Koshinski Asset Management
866
Koshinski Asset Management
Illinois
$459K +$5.64K +92 +1%
FSA
867
Franklin Street Advisors
North Carolina
$457K -$7.07M -115,178 -94%
FNWM
868
Financial Network Wealth Management
Utah
$455K – – –
AG
869
Algert Global
California
$453K +$453K +7,383 New
SC
870
Scotia Capital
Ontario, Canada
$453K +$182K +2,963 +67%
SFA
871
Sequoia Financial Advisors
Ohio
$453K +$131K +2,138 +41%
FPAS
872
Focus Partners Advisor Solutions
Missouri
$453K -$256K -4,169 -36%
WF
873
Welch & Forbes
Massachusetts
$451K -$35.2K -574 -7%
SMC
874
Smith, Moore & Co
Missouri
$450K +$920 +15 +0.2%
WI
875
WrapManager Inc
California
$448K -$123K -2,000 -21%
33 34
35
36 37