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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 %
SWA
1126
SOA Wealth Advisors
New York
$108K -$8.78K -157 -8%
JWA
1127
JFS Wealth Advisors
Pennsylvania
$108K -$2.74K -49 -2%
IFAM
1128
Institutional & Family Asset Management
Colorado
$106K – – –
GWS
1129
Glassman Wealth Services
Virginia
$106K -$19.7K -353 -16%
PFBT
1130
Parkside Financial Bank & Trust
Missouri
$104K -$21.7K -389 -17%
FFC
1131
First Financial Corp
Indiana
$101K – – –
AT
1132
Avalon Trust
New Mexico
$100K +$100K +1,790 New
GI
1133
Gradient Investments
Minnesota
$98.1K -$4.36K -78 -4%
GEA
1134
Glen Eagle Advisors
New Jersey
$95.9K -$10.2K -183 -10%
TCM
1135
Tradewinds Capital Management
Washington
$94.6K +$1.12K +20 +1%
FWM
1136
Focused Wealth Management
New York
$92.7K +$951 +17 +1%
RAM
1137
Riggs Asset Management
Pennsylvania
$92.4K +$615 +11 +0.7%
HT
1138
Headlands Technologies
Illinois
$92.1K +$46.6K +833 +102%
SSG
1139
Summit Securities Group
New York
$92K +$44.7K +795 +94%
PI
1140
PineBridge Investments
New York
$91.4K -$9.35M -167,177 -99%
PSB
1141
Piscataqua Savings Bank
New Hampshire
$87.6K – – –
RTC
1142
Riverview Trust Company
Washington
$86.4K +$15.9K +284 +23%
SWM
1143
Sugarloaf Wealth Management
Georgia
$86.4K – – –
BWA
1144
BDO Wealth Advisors
Florida
$82.5K -$8.39K -150 -9%
IGWM
1145
ICA Group Wealth Management
Colorado
$81.3K -$3.36K -60 -4%
MMG
1146
Monetary Management Group
Missouri
$81.1K – – –
SIS
1147
Sound Income Strategies
Florida
$75.1K +$23.3K +417 +45%
BCA
1148
Bray Capital Advisors
Florida
$75K +$112 +2 +0.1%
WP
1149
WealthPLAN Partners
Nebraska
$74.7K +$74.7K +1,336 New
CPA
1150
Cowen Prime Advisors
New York
$74K – – –
44 45
46
47 48