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Dominion Energy
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Overview Fund Activity

1,196 hedge funds and large institutions have $27.4B invested in Dominion Energy in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 407 increasing their positions, 528 reducing their positions, and 148 closing their positions.

Holders
1,196
Holders Change
-81
Holders Change %
-6.34%
% of All Funds
19.07%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
84
Increased
407
Reduced
528
Closed
148
Calls
$305M
Puts
$173M
Net Calls
+$132M
Net Calls Change
-$20.9M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$730M
2
ZP
2
Zimmer Partners
New York
$239M
3
Goldman Sachs
3
Goldman Sachs
New York
$359M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.05B
5
MAM
5
Magellan Asset Management
Australia
$200M

Top Sellers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$75.7K
3
State Street
3
State Street
Massachusetts
$2.09B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$614M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$13.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Prudential Financial
76
Prudential Financial
New Jersey
$35.2M 787,723 +7,114 +0.9%
Truist Financial
77
Truist Financial
North Carolina
$34.3M 766,792 +104,903 +16%
SEI Investments
78
SEI Investments
Pennsylvania
$29.4M 658,107 -121,910 -16%
Retirement Systems of Alabama
79
Retirement Systems of Alabama
Alabama
$28.1M 628,902 -787 -0.1%
Victory Capital Management
80
Victory Capital Management
Texas
$27M 605,491 +26,390 +5%
SO
81
STRS Ohio
Ohio
$26.1M 585,075 -4,882 -0.8%
Stifel Financial
82
Stifel Financial
Missouri
$25.9M 579,633 +34,437 +6%
TCA
83
Tortoise Capital Advisors
Kansas
$25.2M 564,638 +16,588 +3%
CIBC Private Wealth Group
84
CIBC Private Wealth Group
Georgia
$25.2M 564,144 -289,521 -34%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$24.7M 553,557 +87,280 +19%
Natixis Advisors
86
Natixis Advisors
Massachusetts
$24.7M 552,973 -73,677 -12%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$23.6M 528,125 +34,142 +7%
Osaic Holdings
88
Osaic Holdings
Arizona
$23.2M 519,660 +131,614 +34%
State of Wisconsin Investment Board
89
State of Wisconsin Investment Board
Wisconsin
$23.2M 518,891 +23,729 +5%
GF
90
Gabelli Funds
New York
$22.2M 497,500 – –
VDI
91
Vaughan David Investments
Illinois
$22.1M 495,520 +20,236 +4%
AA
92
ALPS Advisors
Colorado
$21.4M 478,773 +42,204 +10%
Chevy Chase Trust
93
Chevy Chase Trust
Maryland
$21.2M 475,188 -10,601 -2%
Commonwealth Equity Services
94
Commonwealth Equity Services
Massachusetts
$21.2M 475,180 -1,925 -0.4%
State of New Jersey Common Pension Fund D
95
State of New Jersey Common Pension Fund D
New Jersey
$21.1M 472,572 -20,550 -4%
National Bank of Canada
96
National Bank of Canada
Quebec, Canada
$20.4M 481,668 +214,447 +80%
GHA
97
GW Henssler & Associates
Georgia
$20.2M 452,288 +19,526 +5%
AWM
98
AE Wealth Management
Kansas
$19.5M 437,193 -6,220 -1%
Ohio Public Employees Retirement System (OPERS)
99
Ohio Public Employees Retirement System (OPERS)
Ohio
$18.8M 420,315 -33,375 -7%
RJFSA
100
Raymond James Financial Services Advisors
Florida
$18.7M 418,761 -18,330 -4%
2 3
4
5 6