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Dominion Energy
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Overview Fund Activity

1,229 hedge funds and large institutions have $29.1B invested in Dominion Energy in 2023 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 335 increasing their positions, 593 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,229
Holders Change
+33
Holders Change %
+2.76%
% of All Funds
18.02%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
156
Increased
335
Reduced
593
Closed
107
Calls
$373M
Puts
$218M
Net Calls
+$155M
Net Calls Change
+$23M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$487M
2
Morgan Stanley
Morgan Stanley
New York
+$378M
3
Dodge & Cox
Dodge & Cox
California
+$304M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$231M
5
CIA
ClearBridge Investments (Australia)
Australia
+$214M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$426M
2
ZP
Zimmer Partners
New York
-$251M
3
Invesco
Invesco
Georgia
-$212M
4
Deutsche Bank
Deutsche Bank
Germany
-$184M
5
Franklin Resources
Franklin Resources
California
-$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
IBOK
976
Independence Bank of Kentucky
Kentucky
$137K -$1.74K -37 -1%
VNA
977
Valley National Advisers
Pennsylvania
$134K -$423 -9 -0.3%
VCM
978
Versant Capital Management
Arizona
$132K -$6.02K -128 -4%
BLC
979
Brown, Lisle/Cummings
Rhode Island
$130K +$107K +2,276 +455%
SC
980
Sawyer & Company
Massachusetts
$127K -$8.15K -174 -6%
DCBT
981
Dakota Community Bank & Trust
North Dakota
$123K +$10.8K +230 +10%
DI
982
DAGCO Inc
Ohio
$123K +$123K +2,617 New
DWS
983
Dynamic Wealth Strategies
California
$123K +$123K +2,617 New
M
984
MOTCO
Texas
$122K – – –
MHR
985
Matthew Hamilton Rosenberg
$122K +$64.6K +1,374 +113%
GEA
986
Glen Eagle Advisors
New Jersey
$121K +$752 +16 +0.6%
SN
987
Sittner & Nelson
Oregon
$120K – – –
PFBT
988
Parkside Financial Bank & Trust
Missouri
$115K +$12.2K +259 +12%
MIA
989
MeadowBrook Investment Advisors
Michigan
$115K +$115K +2,440 New
LJHT
990
Laurie J. Hall Trustee
$114K – – –
SAM
991
S.A. Mason
Michigan
$113K – – –
GI
992
Gradient Investments
Minnesota
$112K +$47K +1,000 +73%
FMTCOCP
993
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$108K – – –
FFA
994
First Foundation Advisors
California
$108K -$327K -6,968 -75%
GWS
995
Glassman Wealth Services
Virginia
$108K -$17.3K -368 -14%
BFS
996
Burkett Financial Services
South Carolina
$106K +$106K +2,266 New
JPWM
997
Jamison Private Wealth Management
Georgia
$106K +$658 +14 +0.6%
MIM
998
Macroview Investment Management
Maryland
$105K -$4.93K -105 -5%
NRA
999
NSI Retail Advisors
Pennsylvania
$104K – – –
S
1000
Sachetta
Massachusetts
$102K +$102K +2,179 New
38 39
40
41 42