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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 %
CS
1001
Comerica Securities
Michigan
$316K -$28.9K -472 -8%
AMIM
1002
Aull & Monroe Investment Management
Alabama
$315K -$27.4K -447 -8%
APP
1003
Alpha Paradigm Partners
Illinois
$313K +$255K +4,164 +440%
AMBIA
1004
Allen Mooney & Barnes Investment Advisors
Georgia
$312K -$675 -11 -0.2%
KC
1005
Kingfisher Capital
North Carolina
$310K -$12.2K -199 -4%
ATC
1006
Adirondack Trust Company
New York
$310K +$2.51K +41 +0.8%
KC
1007
Kinloch Capital
Virginia
$309K +$6.18K +101 +2%
LC
1008
LCNB Corp
Ohio
$309K +$37.4K +610 +14%
FPIS
1009
Financial Planning & Information Services
Wisconsin
$307K -$17.2K -281 -5%
JWBC
1010
John W. Bristol & Co
New York
$307K – – –
PIFP
1011
Partners in Financial Planning
Virginia
$305K – – –
TF
1012
Tompkins Financial
New York
$304K +$67.5K +1,100 +29%
CI
1013
CX Institutional
Indiana
$304K +$304K +4,955 New
BIM
1014
Bridges Investment Management
Nebraska
$304K -$32.5K -530 -10%
GJIA
1015
Glass Jacobson Investment Advisors
Maryland
$301K +$301K +4,902 New
PSP
1016
Principal Street Partners
Tennessee
$300K -$28K -456 -9%
SBIA
1017
Sheaff Brock Investment Advisors
Indiana
$298K +$4.29K +70 +1%
CCA
1018
Checchi Capital Advisers
California
$298K -$309K -5,044 -51%
OPCM
1019
Osborne Partners Capital Management
California
$297K -$6.13K -100 -2%
CW
1020
CreativeOne Wealth
Kansas
$297K -$6.56K -107 -2%
WAM
1021
Wolverine Asset Management
Illinois
$294K – – –
TFA
1022
Triad Financial Advisors
North Carolina
$294K -$33.4K -545 -10%
FFM
1023
Forum Financial Management
Illinois
$293K -$11.1K -181 -4%
CGL
1024
Clarius Group LLC
Washington
$293K -$106K -1,734 -27%
MAM
1025
Marotta Asset Management
Virginia
$293K +$20.8K +339 +8%
39 40
41
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