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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
$845M
2
Morgan Stanley
Morgan Stanley
New York
$711M
3
Dodge & Cox
Dodge & Cox
California
$1.07B
4
Bank of New York Mellon
Bank of New York Mellon
New York
$692M
5
CIA
ClearBridge Investments (Australia)
Australia
$214M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$673M
2
ZP
Zimmer Partners
New York
$235K
3
Invesco
Invesco
Georgia
$565M
4
Deutsche Bank
Deutsche Bank
Germany
$48.2M
5
Franklin Resources
Franklin Resources
California
$478M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI Investments Inc
926
CI Investments Inc
Ontario, Canada
$215K +$29.3K +625 +16%
MF
927
Meridian Financial
Massachusetts
$215K +$215K +4,574 New
ST
928
Spinnaker Trust
Maine
$213K -$45.6K -970 -18%
CWM
929
CarsonAllaria Wealth Management
Illinois
$213K +$23.1K +492 +12%
DM
930
Deerfield Management
New York
$211K +$211K +4,495 New
CAMV
931
Concord Asset Management (Virginia)
Virginia
$211K +$211K +4,483 New
PWLP
932
Prio Wealth Limited Partnership
Massachusetts
$210K +$210K +4,474 New
CAL
933
Capital Analysts LLC
Pennsylvania
$210K -$37.1K -788 -15%
FZCM
934
Flynn Zito Capital Management
New York
$209K +$209K +4,440 New
WQ
935
Wealth Quarterback
New Jersey
$208K -$810K -17,229 -80%
FPIS
936
Financial Planning & Information Services
Wisconsin
$208K -$20.9K -444 -9%
WPC
937
Wedmont Private Capital
Pennsylvania
$207K +$207K +4,226 New
RHDIC
938
R.H. Dinel Investment Counsel
California
$207K – – –
EP
939
Eudaimonia Partners
Tennessee
$207K -$206K -4,375 -50%
FCCM
940
First City Capital Management
Georgia
$206K -$49.5K -1,053 -19%
HDIM
941
Hanson & Doremus Investment Management
Vermont
$206K -$6.81K -145 -3%
RIA
942
Regal Investment Advisors
Michigan
$206K +$206K +4,381 New
SC
943
Sapient Capital
Indiana
$206K +$206K +4,377 New
LAS
944
Lloyd Advisory Services
Georgia
$205K +$205K +4,362 New
CWM
945
Cornerstone Wealth Management
Missouri
$205K +$205K +4,360 New
MGWA
946
Monument Group Wealth Advisors
Massachusetts
$205K +$205K +4,354 New
BFO
947
Boston Family Office
Massachusetts
$203K +$203K +4,316 New
P8IP
948
Pier 88 Investment Partners
California
$203K – – –
NDSI
949
Newman Dignan & Sheerar Inc
Rhode Island
$202K -$96.4K -2,051 -32%
HAIM
950
Hunter Associates Investment Management
Pennsylvania
$202K -$158K -3,371 -44%
36 37
38
39 40