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Dominion Energy
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Overview Fund Activity

1,277 hedge funds and large institutions have $31B invested in Dominion Energy in 2023 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 481 increasing their positions, 525 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,277
Holders Change
-41
Holders Change %
-3.11%
% of All Funds
20.14%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
89
Increased
481
Reduced
525
Closed
120
Calls
$331M
Puts
$178M
Net Calls
+$152M
Net Calls Change
-$17.8M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$179M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$146M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$117M
4
Citadel Advisors
Citadel Advisors
Florida
+$114M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$112M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$119M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$109M
3
ECP
Electron Capital Partners
New York
-$87.5M
4
VanEck Associates
VanEck Associates
New York
-$79M
5
Deutsche Bank
Deutsche Bank
Germany
-$68.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
851
Chicago Partners Investment Group
Illinois
$337K -$3.77K -72 -1%
PL
852
Perpetual Ltd
Australia
$337K – – –
DFG
853
Delta Financial Group
New Jersey
$336K +$5.75K +111 +2%
MAG
854
MRA Advisory Group
New Jersey
$336K +$27K +522 +9%
SIC
855
Salem Investment Counselors
North Carolina
$335K -$14.5K -280 -4%
VA
856
Valmark Advisers
Ohio
$333K -$7.04K -136 -2%
HFAS
857
Hummer Financial Advisory Services
Illinois
$332K – – –
JIP
858
Jaffetilchin Investment Partners
Florida
$331K +$3.11K +60 +0.9%
PWP
859
Principle Wealth Partners
Connecticut
$330K -$3.68K -71 -1%
BJL
860
Brighton Jones LLC
Washington
$329K +$54.1K +1,044 +20%
NDSI
861
Newman Dignan & Sheerar Inc
Rhode Island
$329K – – –
SEIA
862
Signature Estate & Investment Advisors
California
$327K +$4.55K +88 +1%
HI
863
Hudock Inc
Pennsylvania
$326K -$17.9K -345 -5%
FFP
864
FourThought Financial Partners
Florida
$324K +$31.1K +601 +11%
NCM
865
Narwhal Capital Management
Georgia
$324K -$51.6K -997 -14%
NHT
866
New Hampshire Trust
New Hampshire
$324K +$880 +17 +0.3%
AFG
867
AFS Financial Group
Maryland
$323K -$18.9K -364 -6%
VAM
868
Verity Asset Management
North Carolina
$322K +$9.94K +192 +3%
AAB
869
ABN AMRO Bank
Netherlands
$321K -$211K -4,047 -40%
FEM
870
Fulcrum Equity Management
Texas
$320K +$4.51K +87 +1%
SAM
871
Summit Asset Management
Tennessee
$320K – – –
Fisher Asset Management
872
Fisher Asset Management
Washington
$319K +$117K +2,261 +58%
JWM
873
Jeppson Wealth Management
California
$318K +$318K +6,136 New
DP
874
Dearborn Partners
Illinois
$317K -$55.5K -1,072 -15%
WF
875
Welch & Forbes
Massachusetts
$317K -$44.9K -867 -12%
33 34
35
36 37