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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 %
Members Trust
876
Members Trust
Florida
$245K +$25.4K +539 +12%
LSA
877
Lion Street Advisors
Texas
$245K -$278K -5,908 -53%
ACI
878
Alpha Cubed Investments
California
$244K -$30.2K -643 -11%
AFG
879
Alterity Financial Group
Maine
$243K -$4.7K -100 -2%
PCG
880
Prosperity Consulting Group
Maryland
$241K -$1.65K -35 -0.7%
HAG
881
HF Advisory Group
Maryland
$241K +$15.4K +328 +7%
RA
882
RFG Advisory
Alabama
$241K -$130K -2,768 -35%
HCP
883
Hexagon Capital Partners
Arkansas
$240K -$90.9K -1,935 -28%
CWP
884
Concord Wealth Partners
Virginia
$239K -$29.6K -629 -11%
SIC
885
Sterling Investment Counsel
New York
$239K +$239K +5,083 New
OAM
886
Oxford Asset Management
United Kingdom
$237K +$237K +5,052 New
CWA
887
CJM Wealth Advisers
Virginia
$237K +$376 +8 +0.2%
HWAM
888
Hennion & Walsh Asset Management
New Jersey
$236K -$223K -4,739 -49%
BMWM
889
Brown Miller Wealth Management
Virginia
$236K -$42.1K -895 -15%
LFA
890
Longview Financial Advisors
Alabama
$235K +$235K +5,006 New
ZP
891
Zimmer Partners
New York
$235K -$251M -5,344,196 -100%
CFS
892
Commonwealth Financial Services
West Virginia
$235K -$137K -2,912 -37%
WPW
893
Waldron Private Wealth
Pennsylvania
$234K +$234K +4,983 New
CPIG
894
Chicago Partners Investment Group
Illinois
$234K -$20.4K -462 -8%
SRL
895
Scientech Research LLC
New Jersey
$234K +$234K +4,970 New
LSAG
896
Lake Street Advisors Group
New Hampshire
$233K +$233K +4,957 New
CAM
897
Cobblestone Asset Management
Virginia
$233K +$1.65K +35 +0.7%
RIG
898
RiverFront Investment Group
Virginia
$232K -$112K -2,383 -33%
SFO
899
Stokes Family Office
Louisiana
$232K -$564 -12 -0.2%
PTC
900
Private Trust Company
Ohio
$232K -$51.5K -1,096 -18%
34 35
36
37 38