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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 %
FW
951
FirstPurpose Wealth
Utah
$284K +$68.4K +1,224 +32%
CT
952
Cambridge Trust
Massachusetts
$283K -$280K -5,000 -50%
FMB
953
Field & Main Bank
Kentucky
$282K -$83.3K -1,490 -23%
KC
954
Kinloch Capital
Virginia
$282K +$112 +2 +0%
FPIS
955
Financial Planning & Information Services
Wisconsin
$282K +$2.35K +42 +0.8%
AA
956
Apriem Advisors
California
$282K +$44.7K +800 +19%
LC
957
LCNB Corp
Ohio
$282K – – –
JWBC
958
John W. Bristol & Co
New York
$280K – – –
MSS
959
Mitchell Sinkler & Starr
Pennsylvania
$278K -$168K -2,999 -38%
NWM
960
Northcape Wealth Management
New York
$275K +$275K +4,923 New
MSFS
961
Main Street Financial Solutions
Pennsylvania
$274K +$18.3K +327 +7%
Luther King Capital Management (LKCM)
962
Luther King Capital Management (LKCM)
Texas
$273K -$28K -501 -9%
FCA
963
FinTrust Capital Advisors
South Carolina
$273K – – –
SBIA
964
Sheaff Brock Investment Advisors
Indiana
$272K – – –
KFA
965
Kapstone Financial Advisors
Ohio
$272K – – –
CFS
966
CRA Financial Services
New Jersey
$271K -$19.6K -350 -7%
HI
967
Horizon Investments
North Carolina
$271K +$39.3K +703 +17%
CWP
968
Concord Wealth Partners
Virginia
$271K +$128K +2,295 +90%
AWA
969
Arete Wealth Advisors
Illinois
$270K -$73.8K -1,321 -21%
WAM
970
Wolverine Asset Management
Illinois
$268K – – –
FFM
971
Forum Financial Management
Illinois
$268K +$503 +9 +0.2%
EFS
972
Essex Financial Services
Connecticut
$268K +$268K +4,791 New
TFA
973
Triad Financial Advisors
North Carolina
$268K -$447 -8 -0.2%
VCG
974
Vantage Consulting Group
Virginia
$268K +$20.9K +374 +8%
SA
975
Syntax Advisors
New York
$268K +$20.9K +374 +8%
37 38
39
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