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Dominion Energy
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Overview Fund Activity

1,277 hedge funds and large institutions have $31B invested in Dominion Energy in 2023 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 481 increasing their positions, 525 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,277
Holders Change
-41
Holders Change %
-3.11%
% of All Funds
20.14%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
89
Increased
481
Reduced
525
Closed
120
Calls
$331M
Puts
$178M
Net Calls
+$152M
Net Calls Change
-$17.8M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$179M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$146M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$117M
4
Citadel Advisors
Citadel Advisors
Florida
+$114M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$112M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$119M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$109M
3
ECP
Electron Capital Partners
New York
-$87.5M
4
VanEck Associates
VanEck Associates
New York
-$79M
5
Deutsche Bank
Deutsche Bank
Germany
-$68.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
976
Athena Investment Management
California
$232K -$2.07K -40 -0.9%
WA
977
WealthTrust Axiom
Pennsylvania
$231K – – –
QT
978
Quantamental Technologies
New York
$230K +$230K +4,443 New
CT
979
Cambridge Trust
Massachusetts
$230K -$32.3K -623 -12%
WIA
980
Westbourne Investment Advisors
Maryland
$229K – – –
MRCM
981
M&R Capital Management
New Jersey
$228K – – –
RHDIC
982
R.H. Dinel Investment Counsel
California
$228K – – –
MAM
983
Marotta Asset Management
Virginia
$228K +$228K +4,398 New
MA
984
MBA Advisors
Pennsylvania
$228K – – –
GAG
985
GM Advisory Group
New York
$227K – – –
PWM
986
Perigon Wealth Management
California
$227K -$13.9K -268 -6%
TIMH
987
Tilt Investment Management Holdings
New York
$226K – – –
BIM
988
Bridges Investment Management
Nebraska
$225K -$20.7K -400 -8%
IAA
989
Ironsides Asset Advisors
North Carolina
$225K – – –
OAM
990
Oppenheimer Asset Management
New York
$225K +$17.9K +346 +9%
BFO
991
Boston Family Office
Massachusetts
$224K -$150K -2,889 -40%
PAG
992
Powers Advisory Group
Illinois
$224K +$2.18K +42 +1%
P8IP
993
Pier 88 Investment Partners
California
$223K – – –
SIA
994
Schechter Investment Advisors
Michigan
$223K +$27.1K +524 +14%
LWCFA
995
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$223K +$1.04K +20 +0.5%
TW
996
Transform Wealth
Colorado
$222K +$311 +6 +0.1%
TA
997
Tectonic Advisors
Texas
$222K -$80.8K -1,561 -27%
CWM
998
CarsonAllaria Wealth Management
Illinois
$221K +$1.14K +22 +0.5%
CC
999
Chicago Capital
Illinois
$220K +$6.47K +125 +3%
CD
1000
Chapin Davis
Maryland
$220K -$79.5K -1,535 -27%
38 39
40
41 42