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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 %
FCA
926
FinTrust Capital Advisors
South Carolina
$273K – – –
WPW
927
Waldron Private Wealth
Pennsylvania
$272K -$25.3K -488 -9%
CW
928
CIC Wealth
Maryland
$272K -$2.23K -43 -0.8%
WPC
929
Wedmont Private Capital
Pennsylvania
$270K -$54K -1,025 -17%
AMIM
930
Aull & Monroe Investment Management
Alabama
$266K – – –
LF
931
Lantz Financial
Illinois
$264K +$18.4K +355 +7%
SVWAG
932
Sound View Wealth Advisors Group
Georgia
$262K -$7.46K -144 -3%
FPIS
933
Financial Planning & Information Services
Wisconsin
$262K +$311 +6 +0.1%
FCCM
934
First City Capital Management
Georgia
$261K -$42.1K -812 -14%
PCS
935
Personal CFO Solutions
New Jersey
$259K +$259K +4,997 New
NWM
936
Northcape Wealth Management
New York
$256K +$1.35K +26 +0.5%
FLPIM
937
F.L. Putnam Investment Management
Massachusetts
$255K +$60K +1,159 +31%
CW
938
CreativeOne Wealth
Kansas
$254K -$39.2K -757 -13%
GL
939
Graypoint LLC
New York
$254K -$78K -1,507 -24%
OIA
940
OneDigital Investment Advisors
Kansas
$253K -$46.5K -897 -15%
HT
941
Heritage Trust
Oklahoma
$252K +$20.4K +393 +9%
SBIA
942
Sheaff Brock Investment Advisors
Indiana
$252K – – –
OPCM
943
Osborne Partners Capital Management
California
$251K -$22.5K -434 -8%
Lido Advisors
944
Lido Advisors
California
$251K -$154K -2,980 -38%
FHA
945
Flagship Harbor Advisors
Massachusetts
$251K +$27.7K +534 +12%
AC
946
ASB Consultores
Florida
$251K +$55.8K +1,078 +29%
LC
947
LCNB Corp
Ohio
$251K -$10.2K -196 -4%
FFM
948
Forum Financial Management
Illinois
$249K +$880 +17 +0.4%
FAF
949
Fjarde Ap-fonden
Sweden
$249K +$249K +4,800 New
NP
950
NorthRock Partners
Minnesota
$249K -$48K -926 -16%
36 37
38
39 40