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Dominion Energy
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Overview Fund Activity

1,318 hedge funds and large institutions have $33.1B invested in Dominion Energy in 2023 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 555 increasing their positions, 482 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,318
Holders Change
-104
Holders Change %
-7.31%
% of All Funds
21.09%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
92
Increased
555
Reduced
482
Closed
162
Calls
$318M
Puts
$148M
Net Calls
+$170M
Net Calls Change
+$86M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$829M
2
Invesco
Invesco
Georgia
+$342M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$327M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$153M
5
Goldman Sachs
Goldman Sachs
New York
+$111M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$676M
2
Citadel Advisors
Citadel Advisors
Florida
-$141M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$133M
4
ECP
Empyrean Capital Partners
California
-$78.4M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$71.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIA
1101
Virtus Investment Advisers
Connecticut
$142K – – –
UAML
1102
US Asset Management LLC
Pennsylvania
$139K -$615 -11 -0.4%
CA
1103
Crewe Advisors
Utah
$138K -$2.68K -48 -2%
LJHT
1104
Laurie J. Hall Trustee
$136K -$4.21K -75 -3%
HWA
1105
HHM Wealth Advisors
Tennessee
$135K – – –
SAM
1106
S.A. Mason
Michigan
$135K +$280 +5 +0.2%
HS
1107
Horan Securities
United States
$134K +$21.1K +378 +19%
CT
1108
Clearstead Trust
Maine
$133K +$615 +11 +0.5%
DCBT
1109
Dakota Community Bank & Trust
North Dakota
$132K +$22.8K +408 +21%
RFA
1110
Register Financial Advisors
Georgia
$131K +$23.9K +428 +22%
O
1111
Ossiam
France
$127K +$109K +1,951 +614%
CSPAM
1112
Cary Street Partners Asset Management
Virginia
$126K – – –
QC
1113
Quent Capital
New York
$125K +$32.8K +586 +35%
NRA
1114
NSI Retail Advisors
Pennsylvania
$124K – – –
MIM
1115
Macroview Investment Management
Maryland
$123K – – –
FMTCOCP
1116
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$119K – – –
GTAM
1117
Global Trust Asset Management
Florida
$119K -$37.7K -675 -24%
CBT
1118
Central Bank & Trust
Kentucky
$117K +$56 +1 +0%
PB
1119
Pinnacle Bancorp
Nebraska
$114K -$25.4K -454 -18%
DSC
1120
Duncker Streett & Co
Missouri
$114K – – –
RFA
1121
Resurgent Financial Advisors
Georgia
$112K +$59.9K +1,071 +115%
AA
1122
Alta Advisers
United Kingdom
$112K – – –
CIA
1123
Cape Investment Advisory
Georgia
$112K +$112K +1,996 New
AWM
1124
Avior Wealth Management
Nebraska
$111K +$49.4K +884 +80%
OIA
1125
Optimum Investment Advisors
Illinois
$108K +$112 +2 +0.1%
43 44
45
46 47