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Dominion Energy

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
Name Holding Trade Value Shares
Change
Shares
Change %
GIA
951
Gateway Investment Advisers
Ohio
$201K -$104K -2,218 -34%
WF
952
Welch & Forbes
Massachusetts
$201K -$67.6K -1,438 -25%
PWA
953
Provenance Wealth Advisors
Florida
$196K
Qube Research & Technologies (QRT)
954
Qube Research & Technologies (QRT)
United Kingdom
$196K +$196K +4,168 New
FIM
955
FWL Investment Management
Texas
$194K +$194K +4,135 New
FFA
956
Farther Finance Advisors
California
$194K +$109K +2,321 +129%
CI
957
CX Institutional
Indiana
$184K -$63.2K -1,344 -26%
NSG
958
Nalls Sherbakoff Group
Tennessee
$182K +$3.53K +75 +2%
PCM
959
Penserra Capital Management
California
$181K -$37.9K -812 -17%
GM
960
GeoWealth Management
Illinois
$179K +$179K +3,808 New
GAMC
961
Garner Asset Management Corp
Texas
$178K +$178K +4,068 New
FFC
962
First Financial Corp
Indiana
$177K -$1.79K -38 -1%
CA
963
Clearstead Advisors
Ohio
$176K -$217K -4,624 -55%
QC
964
Quent Capital
New York
$170K +$87.5K +1,861 +105%
TC
965
Truvestments Capital
Florida
$170K -$22K -468 -11%
TF
966
Tompkins Financial
New York
$170K
FRA
967
Front Row Advisors
California
$168K -$45.3K -964 -21%
CT
968
Colonial Trust
South Carolina
$160K -$222K -4,717 -58%
RFS
969
Richardson Financial Services
Massachusetts
$160K +$160K +3,395 New
SIS
970
Sound Income Strategies
Florida
$151K +$35.5K +756 +31%
AF
971
Advisornet Financial
Minnesota
$149K -$5.92K -126 -4%
PAI
972
Pittenger & Anderson Inc
Nebraska
$148K
LWCFA
973
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$144K -$914 -20 -0.6%
MFC
974
Mechanics Financial Corp
Ohio
$141K
EWA
975
EverSource Wealth Advisors
Alabama
$140K +$45.8K +975 +49%