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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 %
MA
1001
MBA Advisors
Pennsylvania
$246K – – –
GAG
1002
GM Advisory Group
New York
$245K – – –
PFA
1003
Petra Financial Advisors
Colorado
$245K +$447 +8 +0.2%
IAA
1004
Ironsides Asset Advisors
North Carolina
$243K – – –
P8IP
1005
Pier 88 Investment Partners
California
$241K – – –
FHA
1006
Flagship Harbor Advisors
Massachusetts
$241K -$63.5K -1,135 -21%
LWCFA
1007
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$240K – – –
TW
1008
Transform Wealth
Colorado
$240K +$240K +4,286 New
PAG
1009
Powers Advisory Group
Illinois
$239K -$6.43K -115 -3%
RBFC
1010
Roman Butler Fullerton & Co
Missouri
$238K +$57 +1 +0%
MSR
1011
Main Street Research
Connecticut
$238K -$58K -1,037 -20%
CWM
1012
CarsonAllaria Wealth Management
Illinois
$238K +$1.34K +24 +0.6%
VCM
1013
Versant Capital Management
Arizona
$237K +$45.7K +818 +24%
SFP
1014
Sandbox Financial Partners
Maryland
$236K +$168 +3 +0.1%
TIMH
1015
Tilt Investment Management Holdings
New York
$236K +$30.5K +564 +15%
CW
1016
Connectus Wealth
Ohio
$236K +$236K +4,212 New
AWAU
1017
Alliance Wealth Advisors (Utah)
Utah
$235K +$235K +4,197 New
RIA
1018
Regal Investment Advisors
Michigan
$234K +$12.6K +226 +6%
CI
1019
CX Institutional
Indiana
$233K -$42.9K -772 -16%
MWM
1020
Modera Wealth Management
New Jersey
$232K -$61.4K -1,098 -21%
IIM
1021
Ipswich Investment Management
Massachusetts
$232K – – –
CC
1022
Chicago Capital
Illinois
$231K -$2.24K -40 -1%
CWM
1023
C2C Wealth Management
Arizona
$230K – – –
BIA
1024
Beacon Investment Advisors
Maryland
$229K -$391 -7 -0.2%
First Manhattan
1025
First Manhattan
New York
$229K -$1.36M -24,358 -86%
39 40
41
42 43