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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 %
MRCM
1051
M&R Capital Management
New Jersey
$270K -$18.4K -300 -6%
RHDIC
1052
R.H. Dinel Investment Counsel
California
$270K – – –
PWM
1053
Perigon Wealth Management
California
$270K -$54K -880 -17%
MA
1054
MBA Advisors
Pennsylvania
$269K – – –
PAG
1055
Powers Advisory Group
Illinois
$269K -$61 -1 -0%
ECM
1056
ExodusPoint Capital Management
New York
$269K +$269K +4,393 New
GAG
1057
GM Advisory Group
New York
$269K – – –
PFA
1058
Petra Financial Advisors
Colorado
$268K +$268K +4,372 New
IAA
1059
Ironsides Asset Advisors
North Carolina
$266K -$980 -16 -0.4%
CRIG
1060
Charter Research & Investment Group
Connecticut
$266K – – –
BDF
1061
Black Diamond Financial
Maryland
$266K – – –
AIM
1062
Athena Investment Management
California
$265K -$13.1K -213 -5%
P8IP
1063
Pier 88 Investment Partners
California
$265K – – –
CAL
1064
Capital Analysts LLC
Pennsylvania
$264K +$89K +1,452 +51%
CCM
1065
Chiron Capital Management
Florida
$264K +$30.7K +500 +13%
LWCFA
1066
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$263K -$95K -1,549 -27%
Fisher Asset Management
1067
Fisher Asset Management
Washington
$262K +$1.29K +21 +0.5%
NC
1068
NinePointTwo Capital
California
$262K +$262K +4,276 New
E
1069
Ergoteles
New York
$261K +$261K +4,255 New
RBFC
1070
Roman Butler Fullerton & Co
Missouri
$260K +$19.1K +306 +8%
AA
1071
Apriem Advisors
California
$260K -$129K -2,100 -33%
CWM
1072
CarsonAllaria Wealth Management
Illinois
$259K +$1.59K +26 +0.6%
SFP
1073
Sandbox Financial Partners
Maryland
$259K -$37.9K -618 -13%
SP
1074
Successful Portfolios
Florida
$258K +$11K +180 +4%
CWM
1075
Congress Wealth Management
Massachusetts
$258K -$60.4K -985 -19%
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