D icon

Dominion Energy
D

Overview Fund Activity

1,229 hedge funds and large institutions have $29.1B invested in Dominion Energy in 2023 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 335 increasing their positions, 593 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,229
Holders Change
+33
Holders Change %
+2.76%
% of All Funds
18.02%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
156
Increased
335
Reduced
593
Closed
107
Calls
$373M
Puts
$218M
Net Calls
+$155M
Net Calls Change
+$23M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$845M
2
Morgan Stanley
2
Morgan Stanley
New York
$711M
3
Dodge & Cox
3
Dodge & Cox
California
$1.07B
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$692M
5
CIA
5
ClearBridge Investments (Australia)
Australia
$214M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$673M
2
ZP
2
Zimmer Partners
New York
$235K
3
Invesco
3
Invesco
Georgia
$565M
4
Deutsche Bank
4
Deutsche Bank
Germany
$48.2M
5
Franklin Resources
5
Franklin Resources
California
$478M
Name Holding Trade Value Shares
Change 		Shares
Change %
ETC
1051
Exchange Traded Concepts
Oklahoma
$54.5K -$11K -234 -17%
BWM
1052
BKM Wealth Management
Wisconsin
$54.1K +$54.1K +1,151 New
PWMG
1053
Private Wealth Management Group
New Jersey
$52.1K +$52.1K +1,109 New
SIS
1054
Strategic Investment Solutions
Illinois
$51.5K -$889K -18,911 -95%
FMP
1055
Financial Management Professionals
Texas
$51K +$2.98K +64 +6%
SCM
1056
Silvant Capital Management
Georgia
$50.3K – – –
AWM
1057
Avior Wealth Management
Nebraska
$49.4K -$41.5K -884 -46%
BGAI
1058
Bruce G. Allen Investments
Colorado
$49.2K +$49.2K +1,047 New
VC
1059
Vestor Capital
Illinois
$48K -$21.9K -470 -31%
TWD
1060
True Wealth Design
Ohio
$47.4K – – –
TCA
1061
Trifecta Capital Advisors
Illinois
$47K -$1.6K -34 -3%
AP
1062
Atwood & Palmer
Missouri
$47K – – –
CSB
1063
City State Bank
Iowa
$44K – – –
CAL
1064
Capital Advisors Ltd
Ohio
$43K +$12.7K +271 +42%
O
1065
Ossiam
France
$42.2K -$320K -6,803 -88%
IGWM
1066
ICA Group Wealth Management
Colorado
$42.1K +$42.1K +895 New
HB
1067
Horizon Bancorp
Indiana
$42K – – –
CH
1068
Canton Hathaway
Rhode Island
$42K – – –
GG
1069
Gleason Group
Kentucky
$41.9K -$362K -7,705 -90%
MTIC
1070
Missouri Trust & Investment Company
Missouri
$38.8K – – –
BI
1071
Bramshill Investments
Florida
$38.7K – – –
JWM
1072
Janiczek Wealth Management
Colorado
$38K +$37.8K +804 +20,100%
ACA
1073
American Capital Advisory
Idaho
$37.1K +$37.1K +790 New
APC
1074
Aspire Private Capital
North Carolina
$36.6K -$1.36K -29 -4%
HGERS
1075
Householder Group Estate & Retirement Specialist
Arizona
$34K -$13.8K -302 -29%
41 42
43
44 45