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Dominion Energy
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Overview Fund Activity

1,422 hedge funds and large institutions have $36B invested in Dominion Energy in 2022 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 491 increasing their positions, 589 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,422
Holders Change
-13
Holders Change %
-0.91%
% of All Funds
22.94%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.16%
New
186
Increased
491
Reduced
589
Closed
169
Calls
$348M
Puts
$263M
Net Calls
+$84.2M
Net Calls Change
-$26.8M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$311M
2
Invesco
Invesco
Georgia
+$244M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$155M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$137M
5
Citadel Advisors
Citadel Advisors
Florida
+$133M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$742M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$358M
3
Boston Partners
Boston Partners
Massachusetts
-$239M
4
Jennison Associates
Jennison Associates
New York
-$187M
5
BC
Brookfield Corp
Ontario, Canada
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
976
MKT Advisors
California
$331K -$6.36K -102 -2%
4WM
977
4J Wealth Management
Virginia
$330K +$11.1K +181 +3%
Luther King Capital Management (LKCM)
978
Luther King Capital Management (LKCM)
Texas
$330K +$72.7K +1,186 +28%
NSIM
979
North Star Investment Management
Illinois
$329K -$9.2K -150 -3%
DAC
980
Dividend Assets Capital
South Carolina
$328K – – –
FPCG
981
Fort Pitt Capital Group
Pennsylvania
$328K -$231K -3,765 -41%
MIM
982
Morningstar Investment Management
Illinois
$327K +$327K +5,328 New
TC
983
Truvestments Capital
Florida
$326K -$35.3K -576 -10%
RB
984
Renasant Bank
Mississippi
$326K -$95K -1,550 -23%
DWT
985
Dorsey & Whitney Trust
South Dakota
$326K -$59.2K -966 -15%
BJL
986
Brighton Jones LLC
Washington
$325K -$50.5K -824 -13%
SBH
987
Segall Bryant & Hamill
Illinois
$325K +$6.55K +107 +2%
MSR
988
Main Street Research
Connecticut
$325K -$12.3K -200 -4%
CW
989
CIC Wealth
Maryland
$325K +$325K +5,296 New
CSIC
990
Clifford Swan Investment Counsel
California
$323K -$13.6K -221 -4%
MWM
991
Modera Wealth Management
New Jersey
$322K +$57.3K +935 +22%
ONST
992
Old North State Trust
North Carolina
$321K -$16.7K -272 -5%
ET
993
Equitable Trust
Tennessee
$320K +$86.7K +1,414 +37%
CFS
994
CRA Financial Services
New Jersey
$319K +$16.1K +263 +5%
VHAM
995
Van Hulzen Asset Management
California
$319K -$12.2M -198,596 -97%
MFC
996
Mechanics Financial Corp
Ohio
$319K – – –
MAP
997
Milestone Advisory Partners
North Carolina
$319K -$184K -3,000 -37%
NICM
998
Neo Ivy Capital Management
New York
$318K +$318K +5,190 New
HCA
999
Harbour Capital Advisors
Virginia
$318K – – –
CWAG
1000
Compton Wealth Advisory Group
Virginia
$317K -$20.6K -336 -6%
38 39
40
41 42