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Dominion Energy

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
Name Holding Trade Value Shares
Change
Shares
Change %
HCMG
1051
Howard Capital Management Group
California
$214K +$214K +3,829 New
JFGIW
1052
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$213K +$20.4K +364 +11%
NSG
1053
Nalls Sherbakoff Group
Tennessee
$213K +$213K +3,826 New
4WM
1054
44 Wealth Management
Oregon
$213K -$5.9M -105,497 -97%
CRIG
1055
Charter Research & Investment Group
Connecticut
$212K -$29.9K -535 -12%
SIA
1056
Schechter Investment Advisors
Michigan
$212K +$212K +3,786 New
FLPIM
1057
F.L. Putnam Investment Management
Massachusetts
$211K -$20.6K -368 -9%
BC
1058
Brookfield Corp
Ontario, Canada
$211K +$211K +3,769 New
AC
1059
ASB Consultores
Florida
$211K +$211K +3,766 New
Parallax Volatility Advisers
1060
Parallax Volatility Advisers
California
$210K -$333K -5,954 -61%
EB
1061
Eastern Bank
Massachusetts
$210K
PAI
1062
Pittenger & Anderson Inc
Nebraska
$210K
CWS
1063
Cypress Wealth Services
California
$209K -$9.34K -167 -4%
HBW
1064
Hazlett, Burt & Watson
West Virginia
$208K
FA
1065
Fagan Associates
New York
$208K
CCA
1066
Checchi Capital Advisers
California
$208K -$63.7K -1,140 -23%
SBH
1067
Segall Bryant & Hamill
Illinois
$207K -$89.7K -1,604 -30%
MFC
1068
Morris Financial Concepts
South Carolina
$206K +$23.7K +424 +13%
TFS
1069
Thoroughbred Financial Services
Tennessee
$206K +$13.6K +243 +7%
GAMC
1070
Garner Asset Management Corp
Texas
$205K
PWA
1071
Physician Wealth Advisors
Utah
$205K +$172 +3 +0.1%
GFG
1072
Goldstone Financial Group
Illinois
$205K +$205K +3,658 New
CWM
1073
Cornerstone Wealth Management
Missouri
$204K +$204K +3,642 New
CWA
1074
CJM Wealth Advisers
Virginia
$203K +$391 +7 +0.2%
FA
1075
Fiducient Advisors
Illinois
$203K