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Dominion Energy
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Overview Fund Activity

1,277 hedge funds and large institutions have $31B invested in Dominion Energy in 2023 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 481 increasing their positions, 525 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,277
Holders Change
-41
Holders Change %
-3.11%
% of All Funds
20.14%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
89
Increased
481
Reduced
525
Closed
120
Calls
$331M
Puts
$178M
Net Calls
+$152M
Net Calls Change
-$17.8M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$179M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$146M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$117M
4
Citadel Advisors
Citadel Advisors
Florida
+$114M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$112M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$119M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$109M
3
ECP
Electron Capital Partners
New York
-$87.5M
4
VanEck Associates
VanEck Associates
New York
-$79M
5
Deutsche Bank
Deutsche Bank
Germany
-$68.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
1051
Sawyer & Company
Massachusetts
$149K -$11.3K -218 -7%
WB
1052
Webster Bank
Connecticut
$147K – – –
GEA
1053
Glen Eagle Advisors
New Jersey
$143K +$54.2K +1,047 +61%
DCBT
1054
Dakota Community Bank & Trust
North Dakota
$142K +$20.1K +389 +16%
EWM
1055
Evermay Wealth Management
Virginia
$141K -$1.24K -24 -0.9%
SAM
1056
S.A. Mason
Michigan
$135K – – –
SN
1057
Sittner & Nelson
Oregon
$132K – – –
VNA
1058
Valley National Advisers
Pennsylvania
$129K -$5.97K -115 -4%
SIS
1059
Sound Income Strategies
Florida
$128K +$58.4K +1,127 +84%
LJHT
1060
Laurie J. Hall Trustee
$126K – – –
HS
1061
Horan Securities
United States
$126K +$1.76K +34 +1%
SWA
1062
SOA Wealth Advisors
New York
$125K +$25K +482 +25%
HWA
1063
HHM Wealth Advisors
Tennessee
$125K – – –
CT
1064
Clearstead Trust
Maine
$124K +$622 +12 +0.5%
OC
1065
Oakworth Capital
Alabama
$122K -$13.9K -269 -10%
QC
1066
Quent Capital
New York
$116K -$259 -5 -0.2%
NRA
1067
NSI Retail Advisors
Pennsylvania
$115K – – –
MIM
1068
Macroview Investment Management
Maryland
$114K – – –
RFA
1069
Register Financial Advisors
Georgia
$112K -$8.8K -170 -7%
FMTCOCP
1070
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$111K – – –
CA
1071
Crewe Advisors
Utah
$111K -$17K -329 -13%
USB
1072
Union Savings Bank
Connecticut
$111K +$111K +2,070 New
GTAM
1073
Global Trust Asset Management
Florida
$110K – – –
CBT
1074
Central Bank & Trust
Kentucky
$108K -$52 -1 -0%
PB
1075
Pinnacle Bancorp
Nebraska
$108K +$1.97K +38 +2%
41 42
43
44 45