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Dominion Energy

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
Name Holding Trade Value Shares
Change
Shares
Change %
GI
1101
Gradient Investments
Minnesota
$76.5K -$14.4K -278 -16%
BWA
1102
BDO Wealth Advisors
Florida
$76.4K
MMG
1103
Monetary Management Group
Missouri
$75.1K
OIA
1104
Optimum Investment Advisors
Illinois
$74.7K -$25.8K -498 -26%
CBT
1105
CoreFirst Bank & Trust
Kansas
$71.3K -$243K -4,700 -77%
GWMIA
1106
Global Wealth Management Investment Advisory
Florida
$70.4K +$70.4K +1,359 New
CPA
1107
Cowen Prime Advisors
New York
$67.3K
PG
1108
Proffitt & Goodson
Tennessee
$66K
AA
1109
Addison Advisors
Vermont
$64.9K
APW
1110
Acima Private Wealth
Virginia
$60.9K
AWM
1111
Atticus Wealth Management
Florida
$60.4K
VCM
1112
Vigilant Capital Management
Maine
$60K
MCM
1113
MV Capital Management
Maryland
$59.9K +$14.3K +277 +32%
FFA
1114
Farther Finance Advisors
California
$57.1K +$28.1K +542 +97%
SSG
1115
Summit Securities Group
New York
$57K -$28.4K -544 -33%
BEI
1116
Benjamin Edwards Inc
Missouri
$56K -$9.46K -181 -14%
SCM
1117
Silvant Capital Management
Georgia
$55.5K
TWD
1118
True Wealth Design
Ohio
$52.2K
KC
1119
Kenfarb & Co
Kentucky
$51.9K
AP
1120
Atwood & Palmer
Missouri
$51.8K
TCA
1121
Trifecta Capital Advisors
Illinois
$51.8K
IGWM
1122
ICA Group Wealth Management
Colorado
$50.6K -$24.7K -477 -33%
RTC
1123
Riverview Trust Company
Washington
$49.1K -$30.9K -597 -39%
CWM
1124
Compass Wealth Management
Connecticut
$49K
CFFP
1125
Center for Financial Planning
Michigan
$48.8K -$104 -2 -0.2%