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Dominion Energy

1,218 hedge funds and large institutions have $31.2B invested in Dominion Energy in 2024 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 475 increasing their positions, 478 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
-11
Holders Change %
-0.9%
% of All Funds
17.65%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
115
Increased
475
Reduced
478
Closed
112
Calls
$426M
Puts
$197M
Net Calls
+$229M
Net Calls Change
+$74M
Name Holding Trade Value Shares
Change
Shares
Change %
ACP
951
Aveo Capital Partners
Colorado
$208K +$208K +4,044 New
WF
952
Welch & Forbes
Massachusetts
$208K -$2.46K -50 -1%
WPW
953
Waldron Private Wealth
Pennsylvania
$208K -$37.5K -763 -15%
EP
954
Eudaimonia Partners
Tennessee
$207K -$8.81K -179 -4%
MIM
955
MTM Investment Management
South Carolina
$207K +$207K +4,200 New
AWAP
956
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$207K +$207K +4,198 New
GBT
957
Grove Bank & Trust
Florida
$206K -$585K -11,900 -74%
PWA
958
Provenance Wealth Advisors
Florida
$205K
NFG
959
Nadler Financial Group
Illinois
$205K +$205K +4,167 New
CD
960
Chapin Davis
Maryland
$205K +$205K +4,167 New
CG
961
Caprock Group
Idaho
$204K +$204K +4,154 New
Fisher Asset Management
962
Fisher Asset Management
Washington
$204K +$204K +4,152 New
JIP
963
Jaffetilchin Investment Partners
Florida
$204K -$60.4K -1,228 -23%
NPFS
964
Novak & Powell Financial Services
Florida
$203K +$203K +4,120 New
BI
965
Ballast Inc
Kentucky
$201K +$201K +4,084 New
FRA
966
Front Row Advisors
California
$198K +$23.1K +469 +13%
EA
967
Evolution Advisers
Virginia
$198K -$31.2K -631 -14%
AF
968
Advisornet Financial
Minnesota
$196K +$40.3K +819 +26%
IBOK
969
Independence Bank of Kentucky
Kentucky
$194K +$50.4K +1,025 +35%
MG
970
Mather Group
Illinois
$186K +$186K +3,956 New
CWM
971
CarsonAllaria Wealth Management
Illinois
$185K -$37.3K -759 -17%
TF
972
Tompkins Financial
New York
$183K +$4.92K +100 +3%
FGAM
973
Financial Gravity Asset Management
Texas
$183K -$1.62M -33,657 -90%
MIA
974
MeadowBrook Investment Advisors
Michigan
$183K +$62.6K +1,273 +52%
CWC
975
Carolinas Wealth Consulting
North Carolina
$181K -$2.34M -47,511 -93%