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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 %
VC
1076
Vestor Capital
Illinois
$106K +$57.2K +1,109 +117%
PFBT
1077
Parkside Financial Bank & Trust
Missouri
$106K +$9.74K +188 +10%
GWS
1078
Glassman Wealth Services
Virginia
$106K +$7.77K +150 +8%
DSC
1079
Duncker Streett & Co
Missouri
$105K – – –
APF
1080
Alaska Permanent Fund
Alaska
$104K +$104K +2,013 New
AA
1081
Alta Advisers
United Kingdom
$104K – – –
LWP
1082
Lumature Wealth Partners
Georgia
$104K +$104K +2,000 New
AWM
1083
Avior Wealth Management
Nebraska
$100K -$2.95K -57 -3%
IFAM
1084
Institutional & Family Asset Management
Colorado
$98.4K – – –
RFA
1085
Resurgent Financial Advisors
Georgia
$95.3K -$8.39K -162 -8%
FFC
1086
First Financial Corp
Indiana
$93.4K – – –
EWA
1087
EverSource Wealth Advisors
Alabama
$92.8K +$24.8K +479 +36%
CPG
1088
Cornerstone Planning Group
New Jersey
$91.7K +$91.7K +1,771 New
TCM
1089
Tradewinds Capital Management
Washington
$88.9K +$1.24K +24 +1%
CIA
1090
Cape Investment Advisory
Georgia
$87.6K -$15.7K -304 -15%
GWSG
1091
GPS Wealth Strategies Group
Colorado
$87.5K +$40.1K +774 +85%
FWM
1092
Focused Wealth Management
New York
$86.8K +$932 +18 +1%
RAM
1093
Riggs Asset Management
Pennsylvania
$84.8K -$829 -16 -1%
PSB
1094
Piscataqua Savings Bank
New Hampshire
$81.2K – – –
MHR
1095
Matthew Hamilton Rosenberg
$79.8K -$53.5K -1,032 -40%
QL
1096
Quarry LP
New York
$79.5K +$79.5K +1,536 New
JFGIW
1097
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$79.1K -$118K -2,284 -60%
BAM
1098
Byrne Asset Management
New Jersey
$78K -$62K -1,100 Closed
SWM
1099
Sugarloaf Wealth Management
Georgia
$77.7K -$2.33K -45 -3%
VSQM
1100
V-Square Quantitative Management
Illinois
$76.9K +$76.9K +1,484 New
42 43
44
45 46