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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 %
IHL
926
Investment House LLC
California
$307K – – –
DI
927
Diligent Investors
California
$306K – – –
DWT
928
Dorsey & Whitney Trust
South Dakota
$304K +$6.6K +118 +2%
NSIM
929
North Star Investment Management
Illinois
$300K – – –
ET
930
Equitable Trust
Tennessee
$297K +$5.7K +102 +2%
BJL
931
Brighton Jones LLC
Washington
$297K +$503 +9 +0.2%
PSP
932
Principal Street Partners
Tennessee
$297K +$23K +411 +8%
PA
933
Parallel Advisors
California
$296K +$37.7K +674 +15%
QCG
934
Quadrant Capital Group
Ohio
$296K -$101K -1,800 -25%
CW
935
CIC Wealth
Maryland
$296K -$503 -9 -0.2%
CAM
936
Campion Asset Management
Virginia
$296K +$33.7K +603 +13%
OPCM
937
Osborne Partners Capital Management
California
$295K +$24.3K +434 +9%
MA
938
MKT Advisors
California
$295K -$9.19K -160 -3%
BW
939
Bison Wealth
Georgia
$295K -$23.6K -426 -7%
AFG
940
Alterity Financial Group
Maine
$294K -$11.2K -200 -4%
CSIC
941
Clifford Swan Investment Counsel
California
$294K -$671 -12 -0.2%
ONST
942
Old North State Trust
North Carolina
$294K +$1.4K +25 +0.5%
HAG
943
HF Advisory Group
Maryland
$294K +$76.9K +1,376 +35%
GP
944
Girard Partners
Pennsylvania
$292K +$43.5K +778 +17%
RB
945
Renasant Bank
Mississippi
$292K -$5.37K -96 -2%
MAP
946
Milestone Advisory Partners
North Carolina
$291K – – –
SVWAG
947
Sound View Wealth Advisors Group
Georgia
$291K -$32.1K -575 -10%
MFC
948
Mechanics Financial Corp
Ohio
$290K – – –
AMIM
949
Aull & Monroe Investment Management
Alabama
$288K – – –
KC
950
Kingfisher Capital
North Carolina
$286K +$3.41K +61 +1%
36 37
38
39 40