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Dominion Energy
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Overview Fund Activity

1,537 hedge funds and large institutions have $47.6B invested in Dominion Energy in 2022 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 593 increasing their positions, 539 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,537
Holders Change
+57
Holders Change %
+3.85%
% of All Funds
24.32%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.25%
New
163
Increased
593
Reduced
539
Closed
92
Calls
$368M
Puts
$379M
Net Calls
-$10.9M
Net Calls Change
+$4.37M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$532M
2
State Street
State Street
Massachusetts
+$301M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$133M
4
Ensign Peak Advisors
Ensign Peak Advisors
Utah
+$109M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$93M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$296M
2
BlackRock
BlackRock
New York
-$152M
3
Invesco
Invesco
Georgia
-$134M
4
VanEck Associates
VanEck Associates
New York
-$98.6M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$87.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TNBTD
1101
Trustmark National Bank Trust Department
Mississippi
$314K – – –
MA
1102
MJP Associates
Connecticut
$311K +$89K +1,048 +40%
GWM
1103
GSB Wealth Management
Connecticut
$310K – – –
RPWA
1104
Regent Peak Wealth Advisors
Georgia
$310K +$2.72K +32 +0.9%
FA
1105
Fiducient Advisors
Illinois
$309K – – –
PP
1106
Paloma Partners
Connecticut
$309K +$309K +3,642 New
IFWM
1107
Institute for Wealth Management
Colorado
$307K – – –
MHS
1108
M Holdings Securities
Oregon
$306K +$306K +3,598 New
PFT
1109
Providence First Trust
Arizona
$306K +$306K +3,605 New
CWA
1110
CJM Wealth Advisers
Virginia
$305K +$305K +3,594 New
WC
1111
Westhampton Capital
North Carolina
$304K – – –
Luther King Capital Management (LKCM)
1112
Luther King Capital Management (LKCM)
Texas
$303K – – –
SIC
1113
Sterling Investment Counsel
New York
$301K -$16.3K -192 -5%
BCM
1114
Birmingham Capital Management
Alabama
$301K – – –
IC
1115
Inverness Counsel
New York
$297K -$6.2K -73 -2%
LFASL
1116
Lugano Financial Advisors SA (LFA)
Switzerland
$297K – – –
FNBOO
1117
First National Bank of Omaha
Nebraska
$296K +$46.8K +550 +19%
BWM
1118
Benchmark Wealth Management
Connecticut
$295K – – –
AC
1119
Addison Capital
Pennsylvania
$294K +$65.9K +777 +29%
SWM
1120
Selective Wealth Management
Virginia
$293K +$7.74K +91 +3%
CAM
1121
Congress Asset Management
Massachusetts
$293K +$293K +3,445 New
CBN
1122
Cadence Bank NA
Texas
$292K -$98.9K -1,166 -25%
EA
1123
Eudaimonia Advisors
Tennessee
$292K – – –
SRC
1124
Stone Run Capital
New York
$290K – – –
HEIP
1125
Hudson Edge Investment Partners
New Jersey
$289K -$80.8K -951 -22%
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45
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