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Dominion Energy

1,196 hedge funds and large institutions have $27.4B invested in Dominion Energy in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 407 increasing their positions, 528 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,196
Holders Change
-81
Holders Change %
-6.34%
% of All Funds
19.07%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
84
Increased
407
Reduced
528
Closed
148
Calls
$305M
Puts
$173M
Net Calls
+$132M
Net Calls Change
-$20.9M
Name Holding Trade Value Shares
Change
Shares
Change %
TCA
1051
Trifecta Capital Advisors
Illinois
$46.2K +$1.52K +34 +3%
FMP
1052
Financial Management Professionals
Texas
$46K +$15.8K +354 +52%
TWD
1053
True Wealth Design
Ohio
$45K
KC
1054
Kenfarb & Co
Kentucky
$44.8K
AP
1055
Atwood & Palmer
Missouri
$44.7K
AWA
1056
Authentikos Wealth Advisory
California
$44K +$44K +986 New
MCM
1057
MV Capital Management
Maryland
$43.1K -$8.58K -192 -17%
CWM
1058
Compass Wealth Management
Connecticut
$42.3K
CAS
1059
Coppell Advisory Solutions
Texas
$42.2K -$11K -179 -21%
BEI
1060
Benjamin Edwards Inc
Missouri
$42K -$5.95K -133 -12%
CSB
1061
City State Bank
Iowa
$42K
BWM
1062
Baystate Wealth Management
Massachusetts
$40.6K +$6.48K +145 +19%
HB
1063
Horizon Bancorp
Indiana
$40K
CH
1064
Canton Hathaway
Rhode Island
$40K
CHA
1065
Carmichael Hill & Associates
Maryland
$39.5K +$358 +8 +0.9%
BI
1066
Bramshill Investments
Florida
$38.7K -$2.39K -50 -6%
MRC
1067
Millburn Ridgefield Corp
New York
$38.3K +$38.3K +858 New
CCA
1068
Catalyst Capital Advisors
New York
$38.3K +$38.3K +858 New
OLVIG
1069
Oliver Lagore Vanvalin Investment Group
Michigan
$37.5K +$17.9K +400 +91%
OA
1070
Operose Advisors
Wisconsin
$36.9K +$13.9K +311 +60%
MTIC
1071
Missouri Trust & Investment Company
Missouri
$36.9K
APC
1072
Aspire Private Capital
North Carolina
$36.1K +$1.16K +26 +3%
CFG
1073
CKW Financial Group
Hawaii
$36K
BFP
1074
Briaud Financial Planning
Texas
$36K +$36K +819 New
RWM
1075
Ruedi Wealth Management
Illinois
$35.9K