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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 %
SCM
901
Spreng Capital Management
Ohio
$328K -$48.1K -860 -13%
PTC
902
Private Trust Company
Ohio
$327K -$42.2K -754 -11%
TA
903
Tectonic Advisors
Texas
$327K -$386K -6,903 -54%
ACI
904
Alpha Cubed Investments
California
$326K +$326K +5,836 New
QCM
905
Quantinno Capital Management
New York
$326K -$297K -5,316 -48%
OIA
906
OneDigital Investment Advisors
Kansas
$324K +$12.6K +225 +4%
CD
907
Chapin Davis
Maryland
$323K – – –
RBC
908
Romano Brothers & Co
Illinois
$323K – – –
BWFA
909
Baltimore-Washington Financial Advisors
Maryland
$322K +$14.2K +254 +5%
BWM
910
Birchcreek Wealth Management
Ohio
$322K – – –
WPW
911
Waldron Private Wealth
Pennsylvania
$321K -$12.7K -228 -4%
NP
912
NorthRock Partners
Minnesota
$320K +$320K +5,726 New
ZIC
913
ZWJ Investment Counsel
Georgia
$318K – – –
FFIC
914
First Fiduciary Investment Counsel
Ohio
$318K – – –
CW
915
CreativeOne Wealth
Kansas
$317K +$45.9K +821 +17%
FFP
916
FourThought Financial Partners
Florida
$316K -$9.45K -169 -3%
WC
917
Waterloo Capital
Texas
$316K +$316K +5,650 New
MLL
918
Moody Lynn & Lieberson
Massachusetts
$313K -$447 -8 -0.1%
MAM
919
Mystic Asset Management
Rhode Island
$312K – – –
SP
920
Symmetry Partners
Connecticut
$311K – – –
PP
921
Paloma Partners
Connecticut
$310K -$1.11M -19,874 -78%
APG
922
Abacus Planning Group
South Carolina
$310K -$895 -16 -0.3%
IP
923
Ignite Planners
California
$309K – – –
OCFG
924
O'Connor Financial Group
Illinois
$308K +$308K +5,517 New
ST
925
Spinnaker Trust
Maine
$308K -$3.86K -69 -1%
35 36
37
38 39