D icon

Dominion Energy
D

Overview Fund Activity

1,537 hedge funds and large institutions have $47.6B invested in Dominion Energy in 2022 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 593 increasing their positions, 539 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,537
Holders Change
+57
Holders Change %
+3.85%
% of All Funds
24.32%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.25%
New
163
Increased
593
Reduced
539
Closed
92
Calls
$368M
Puts
$379M
Net Calls
-$10.9M
Net Calls Change
+$4.37M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$532M
2
State Street
State Street
Massachusetts
+$301M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$133M
4
Ensign Peak Advisors
Ensign Peak Advisors
Utah
+$109M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$93M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$296M
2
BlackRock
BlackRock
New York
-$152M
3
Invesco
Invesco
Georgia
-$134M
4
VanEck Associates
VanEck Associates
New York
-$98.6M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$87.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
1026
CreativeOne Wealth
Kansas
$377K -$80.5K -947 -18%
VAM
1027
Verity Asset Management
North Carolina
$377K +$143K +1,686 +61%
TDC
1028
Thompson Davis & Co
Virginia
$376K -$323K -3,795 -46%
PWM
1029
Perigon Wealth Management
California
$375K -$7.74K -91 -2%
RHDIC
1030
R.H. Dinel Investment Counsel
California
$374K – – –
GAG
1031
GM Advisory Group
New York
$372K – – –
WA
1032
WealthTrust Axiom
Pennsylvania
$370K – – –
PAG
1033
Powers Advisory Group
Illinois
$369K +$2.21K +26 +0.6%
BDF
1034
Black Diamond Financial
Maryland
$368K +$368K +4,332 New
WB
1035
Webster Bank
Connecticut
$367K -$14.8K -175 -4%
RC
1036
Rovin Capital
Arizona
$366K -$296K -3,488 -45%
SIM
1037
Sadoff Investment Management
Wisconsin
$366K -$2.98K -35 -0.8%
MPPLM
1038
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$366K +$34.9K +411 +11%
CWM
1039
CarsonAllaria Wealth Management
Illinois
$364K +$2.47K +29 +0.7%
MSFS
1040
Main Street Financial Solutions
Pennsylvania
$364K +$2.98K +35 +0.8%
C
1041
Certuity
Florida
$364K +$53.7K +631 +17%
FMWA
1042
Forvis Mazars Wealth Advisors
Missouri
$362K -$3.4K -40 -0.9%
LC
1043
LCNB Corp
Ohio
$362K -$510 -6 -0.1%
BAS
1044
Brown Advisory Securities
Maryland
$360K -$239K -2,800 -40%
MAG
1045
Mayfair Advisory Group
Alabama
$359K +$18.9K +219 +6%
AW
1046
ACG Wealth
Georgia
$357K -$478K -5,634 -57%
Lido Advisors
1047
Lido Advisors
California
$356K -$49.5K -584 -12%
NW
1048
NewEdge Wealth
Pennsylvania
$356K -$33.7K -396 -9%
OIA
1049
OneDigital Investment Advisors
Kansas
$354K +$55.9K +657 +19%
CT
1050
Coastline Trust
Rhode Island
$353K -$73.8K -870 -17%
40 41
42
43 44