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Dominion Energy
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Overview Fund Activity

1,318 hedge funds and large institutions have $33.1B invested in Dominion Energy in 2023 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 555 increasing their positions, 482 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,318
Holders Change
-104
Holders Change %
-7.31%
% of All Funds
21.09%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
92
Increased
555
Reduced
482
Closed
162
Calls
$318M
Puts
$148M
Net Calls
+$170M
Net Calls Change
+$86M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$829M
2
Invesco
Invesco
Georgia
+$342M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$327M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$153M
5
Goldman Sachs
Goldman Sachs
New York
+$111M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$676M
2
Citadel Advisors
Citadel Advisors
Florida
-$141M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$133M
4
ECP
Empyrean Capital Partners
California
-$78.4M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$71.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CDH
851
Charles D. Hyman
$372K – – –
HI
852
Hudock Inc
Pennsylvania
$371K +$335 +6 +0.1%
FANJ
853
Financial Architects (New Jersey)
New Jersey
$369K -$32.3K -578 -8%
AFG
854
AFS Financial Group
Maryland
$369K +$559 +10 +0.2%
PCM
855
Princeton Capital Management
New Jersey
$368K -$3.36K -60 -0.9%
VA
856
Valmark Advisers
Ohio
$367K +$5.31K +95 +1%
BCWM
857
Bartlett & Co Wealth Management
Ohio
$364K -$74.6K -1,335 -17%
BC
858
Bartlett & Co
Ohio
$364K -$74.5K -1,335 -17%
PL
859
Perpetual Ltd
Australia
$363K +$363K +6,500 New
PWP
860
Principle Wealth Partners
Connecticut
$361K – – –
RCAG
861
Rehmann Capital Advisory Group
Michigan
$359K +$11.5K +206 +3%
GL
862
Graypoint LLC
New York
$358K -$143K -2,555 -29%
HFAS
863
Hummer Financial Advisory Services
Illinois
$358K – – –
HNWAG
864
High Net Worth Advisory Group
Florida
$357K – – –
PWLP
865
Prio Wealth Limited Partnership
Massachusetts
$357K -$37.3K -668 -9%
WPC
866
Wedmont Private Capital
Pennsylvania
$356K -$18.1K -312 -5%
DFG
867
Delta Financial Group
New Jersey
$356K +$17.7K +316 +5%
NDSI
868
Newman Dignan & Sheerar Inc
Rhode Island
$355K – – –
JIP
869
Jaffetilchin Investment Partners
Florida
$353K -$45.3K -811 -11%
SS
870
Sunbelt Securities
Texas
$352K -$64.8K -1,164 -16%
CICI
871
Capital Investment Counsel Inc
North Carolina
$352K -$50.9K -910 -13%
ECM
872
Evergreen Capital Management
Washington
$352K +$16.2K +289 +5%
FPAS
873
Focus Partners Advisor Solutions
Missouri
$351K -$61.9K -1,107 -15%
LA
874
LVW Advisors
New York
$349K -$144K -2,584 -29%
SEIA
875
Signature Estate & Investment Advisors
California
$349K +$17.3K +309 +5%
33 34
35
36 37