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Dominion Energy

1,218 hedge funds and large institutions have $31.2B invested in Dominion Energy in 2024 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 475 increasing their positions, 478 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
-11
Holders Change %
-0.9%
% of All Funds
17.65%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
115
Increased
475
Reduced
478
Closed
112
Calls
$426M
Puts
$197M
Net Calls
+$229M
Net Calls Change
+$74M
Name Holding Trade Value Shares
Change
Shares
Change %
PFBT
1001
Parkside Financial Bank & Trust
Missouri
$113K -$7.48K -152 -6%
VNA
1002
Valley National Advisers
Pennsylvania
$113K -$26.8K -547 -19%
BFS
1003
Burkett Financial Services
South Carolina
$113K +$1.53K +31 +1%
JPWM
1004
Jamison Private Wealth Management
Georgia
$111K +$689 +14 +0.6%
GEA
1005
Glen Eagle Advisors
New Jersey
$111K -$16.1K -327 -13%
FFA
1006
First Foundation Advisors
California
$109K -$3.89K -79 -3%
VCM
1007
Versant Capital Management
Arizona
$109K -$29.4K -597 -21%
A
1008
Allianz
Germany
$103K +$103K +2,100 New
SC
1009
Sawyer & Company
Massachusetts
$103K -$30.4K -617 -23%
S
1010
Sachetta
Massachusetts
$102K
MIM
1011
Macroview Investment Management
Maryland
$101K -$8.51K -173 -8%
PB
1012
Pinnacle Bancorp
Nebraska
$99.2K +$541 +11 +0.5%
BWM
1013
BKM Wealth Management
Wisconsin
$98.7K +$42.1K +856 +74%
AA
1014
Alta Advisers
United Kingdom
$98.4K
WTA
1015
Washington Trust Advisors
Massachusetts
$98.4K
IFAM
1016
Institutional & Family Asset Management
Colorado
$98.4K +$4.92K +100 +5%
NCTC
1017
New Covenant Trust Company
Indiana
$97.2K +$97.2K +1,977 New
CA
1018
Crewe Advisors
Utah
$92.7K +$92.7K +1,884 New
DMBA
1019
Deseret Mutual Benefit Administrators
Utah
$91K +$9.45K +192 +12%
EWM
1020
Evermay Wealth Management
Virginia
$88.6K +$6.4K +130 +8%
TCM
1021
Tradewinds Capital Management
Washington
$87.8K +$1.18K +24 +1%
USB
1022
Union Savings Bank
Connecticut
$87K -$14.8K -300 -14%
WB
1023
Webster Bank
Connecticut
$85.1K -$9.84K -200 -10%
LWANC
1024
Laurel Wealth Advisors (North Carolina)
North Carolina
$84.4K +$1.38K +28 +2%
SWA
1025
SOA Wealth Advisors
New York
$83.5K +$541 +11 +0.7%