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Dominion Energy
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Overview Fund Activity

1,422 hedge funds and large institutions have $36B invested in Dominion Energy in 2022 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 491 increasing their positions, 589 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,422
Holders Change
-13
Holders Change %
-0.91%
% of All Funds
22.94%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.16%
New
186
Increased
491
Reduced
589
Closed
169
Calls
$348M
Puts
$263M
Net Calls
+$84.2M
Net Calls Change
-$26.8M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$311M
2
Invesco
Invesco
Georgia
+$244M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$155M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$137M
5
Citadel Advisors
Citadel Advisors
Florida
+$133M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$742M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$358M
3
Boston Partners
Boston Partners
Massachusetts
-$239M
4
Jennison Associates
Jennison Associates
New York
-$187M
5
BC
Brookfield Corp
Ontario, Canada
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1101
Aevitas Wealth Management
Massachusetts
$239K -$173K -2,814 -42%
BOPW
1102
Brandywine Oak Private Wealth
Pennsylvania
$239K -$70.2K -1,144 -23%
FOFP
1103
Fee-Only Financial Planning
South Carolina
$239K +$239K +3,899 New
CWS
1104
Cypress Wealth Services
California
$239K -$41.1K -670 -15%
HAG
1105
HF Advisory Group
Maryland
$238K +$238K +3,877 New
DI
1106
DAGCO Inc
Ohio
$237K +$117 +2 +0%
MCA
1107
MSH Capital Advisors
Arizona
$237K -$16.5K -269 -7%
FW
1108
FirstPurpose Wealth
Utah
$237K +$237K +3,859 New
HW
1109
Hancock Whitney
Mississippi
$236K -$68K -1,109 -22%
MAG
1110
MRA Advisory Group
New Jersey
$236K +$236K +3,844 New
SAG
1111
SageView Advisory Group
California
$235K +$235K +3,828 New
SG Americas Securities
1112
SG Americas Securities
New York
$234K -$2.79M -45,481 -92%
HAS
1113
HBW Advisory Services
California
$233K -$4.1K -67 -2%
SIC
1114
Sterling Investment Counsel
New York
$233K +$1.53K +25 +0.7%
TIMH
1115
Tilt Investment Management Holdings
New York
$233K +$233K +3,793 New
TNBTD
1116
Trustmark National Bank Trust Department
Mississippi
$232K -$28.7K -468 -11%
APF
1117
Alaska Permanent Fund
Alaska
$232K +$32.7K +534 +16%
PA
1118
Probity Advisors
Texas
$231K – – –
EB
1119
Eastern Bank
Massachusetts
$230K – – –
PAI
1120
Pittenger & Anderson Inc
Nebraska
$230K – – –
DA
1121
Doliver Advisors
Texas
$230K +$230K +3,750 New
HBW
1122
Hazlett, Burt & Watson
West Virginia
$229K – – –
FA
1123
Fagan Associates
New York
$228K -$3.19K -52 -1%
CWP
1124
Cyndeo Wealth Partners
Florida
$228K +$228K +3,715 New
SFB
1125
STAR Financial Bank
Indiana
$227K +$227K +3,706 New
43 44
45
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