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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 %
GIS
851
Grayhawk Investment Strategies
Alberta, Canada
$262K +$262K +5,566 New
VWA
852
Visionary Wealth Advisors
Illinois
$261K -$127K -2,703 -33%
IP
853
Ignite Planners
California
$259K – – –
PIM
854
Penobscot Investment Management
Massachusetts
$259K -$7.05K -150 -3%
SWM
855
Scissortail Wealth Management
Oklahoma
$258K +$258K +5,690 New
SIC
856
Salem Investment Counselors
North Carolina
$256K -$47.9K -1,020 -16%
GL
857
Graypoint LLC
New York
$256K +$33.6K +714 +15%
WA
858
Wambolt & Associates
Colorado
$255K -$153K -3,245 -37%
KFC
859
Klingenstein Fields & Co
New York
$255K -$18.8K -400 -7%
ATC
860
Adirondack Trust Company
New York
$255K -$14.9K -312 -6%
APG
861
Abacus Planning Group
South Carolina
$254K -$423 -9 -0.2%
LWA
862
Lantern Wealth Advisors
New York
$253K +$253K +5,379 New
JIP
863
Jaffetilchin Investment Partners
Florida
$253K -$38.4K -816 -13%
EI
864
Ethic Inc
New York
$252K +$28.7K +610 +13%
CAM
865
Campion Asset Management
Virginia
$252K -$37.1K -790 -13%
BWM
866
Birchcreek Wealth Management
Ohio
$251K – – –
SEIA
867
Signature Estate & Investment Advisors
California
$251K -$7.29K -155 -3%
NJIM
868
Nabity-Jensen Investment Management
Nebraska
$251K +$251K +5,336 New
CA
869
CoreCap Advisors
Michigan
$250K +$250K +5,327 New
DAC
870
Dividend Assets Capital
South Carolina
$250K – – –
KC
871
Kingfisher Capital
North Carolina
$249K +$3.48K +74 +1%
PIA
872
Pinion Investment Advisors
Kansas
$246K -$334K -7,114 -58%
FPAS
873
Focus Partners Advisor Solutions
Missouri
$246K -$133K -2,828 -35%
SCM
874
Shelton Capital Management
Colorado
$246K -$489K -10,400 -67%
FBB
875
Fulton Breakefield Broenniman
Maryland
$246K -$29.9K -637 -11%
33 34
35
36 37