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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 %
SFS
976
Sowell Financial Services
Arkansas
$267K +$267K +4,768 New
BIM
977
Bridges Investment Management
Nebraska
$266K -$11.2K -200 -4%
LF
978
Lantz Financial
Illinois
$266K +$11.4K +204 +4%
FNBTCON
979
First National Bank & Trust Co of Newtown
Pennsylvania
$265K -$109K -1,945 -29%
MIA
980
MainStreet Investment Advisors
Illinois
$264K -$3.64M -65,165 -93%
EF
981
Empowered Funds
Pennsylvania
$263K +$263K +4,712 New
TDC
982
Thompson Davis & Co
Virginia
$261K +$61.7K +1,103 +31%
PWM
983
Perigon Wealth Management
California
$260K +$14K +251 +6%
VNIM
984
Vaughan Nelson Investment Management
Texas
$257K -$2.33M -41,625 -90%
4WM
985
4J Wealth Management
Virginia
$257K -$44.4K -794 -15%
PCM
986
Pointe Capital Management
Michigan
$256K – – –
BAM
987
Berkshire Asset Management
Pennsylvania
$256K +$256K +4,581 New
EA
988
Evolution Advisers
Virginia
$255K +$1.73K +31 +0.7%
LGG
989
Luts & Greenleigh Group
Maryland
$254K +$254K +4,539 New
AIM
990
Athena Investment Management
California
$252K +$10.7K +191 +4%
LA
991
Latitude Advisors
Florida
$252K – – –
HT
992
Heritage Trust
Oklahoma
$251K +$251K +4,482 New
NFG
993
Nadler Financial Group
Illinois
$250K -$9.56K -171 -4%
HFS
994
Hantz Financial Services
Michigan
$250K +$392 +7 +0.2%
WA
995
WealthTrust Axiom
Pennsylvania
$249K – – –
SFS
996
Stiles Financial Services
Minnesota
$249K -$14.3K -255 -5%
WIA
997
Westbourne Investment Advisors
Maryland
$247K +$247K +4,425 New
AMBIA
998
Allen Mooney & Barnes Investment Advisors
Georgia
$247K -$37.2K -665 -13%
MRCM
999
M&R Capital Management
New Jersey
$246K – – –
RHDIC
1000
R.H. Dinel Investment Counsel
California
$246K – – –
38 39
40
41 42