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Dominion Energy
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Overview Fund Activity

1,196 hedge funds and large institutions have $27.4B invested in Dominion Energy in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 407 increasing their positions, 528 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,196
Holders Change
-81
Holders Change %
-6.34%
% of All Funds
19.07%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
84
Increased
407
Reduced
528
Closed
148
Calls
$305M
Puts
$173M
Net Calls
+$132M
Net Calls Change
-$20.9M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$730M
2
ZP
Zimmer Partners
New York
$239M
3
Goldman Sachs
Goldman Sachs
New York
$359M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.05B
5
MAM
Magellan Asset Management
Australia
$200M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
2
Citadel Advisors
Citadel Advisors
Florida
$75.7K
3
State Street
State Street
Massachusetts
$2.09B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$614M
5
Two Sigma Investments
Two Sigma Investments
New York
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
1126
Thompson Investment Management
Wisconsin
$11.1K – – –
JFA
1127
JNBA Financial Advisors
Minnesota
$11K +$2.1K +47 +24%
LB
1128
Legacy Bridge
Iowa
$10.9K – – –
BIA
1129
Bell Investment Advisors
California
$10.9K -$3.93K -88 -27%
BWP
1130
Baldwin Wealth Partners
Massachusetts
$10.4K – – –
ME
1131
McIlrath & Eck
Washington
$10.3K – – –
KFS
1132
Kelly Financial Services
Massachusetts
$10.1K +$134 +3 +1%
AWM
1133
Abound Wealth Management
Tennessee
$9.82K -$3.17K -71 -24%
CCC
1134
Chelsea Counsel Company
California
$9.51K – – –
WIM
1135
Westside Investment Management
California
$9.38K – – –
CPG
1136
Cornerstone Planning Group
New Jersey
$9.29K -$69.8K -1,563 -88%
PCM
1137
Perritt Capital Management
Illinois
$9.02K – – –
BG
1138
Bollard Group
Massachusetts
$9K -$3.41K -75 -27%
GKIM
1139
GW&K Investment Management
Massachusetts
$9K -$130 -3 -1%
FPB
1140
First PREMIER Bank
South Dakota
$9K – – –
RDIA
1141
RE Dickinson Investment Advisors
Iowa
$9K – – –
WAS
1142
Winch Advisory Services
Wisconsin
$9K +$44 +1 +0.5%
AFG
1143
Albion Financial Group
Utah
$8.93K -$806K -18,050 -99%
FDCDDQ
1144
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.93K – – –
WPA
1145
West Paces Advisors
Georgia
$8.8K – – –
SC
1146
Solstein Capital
California
$8.26K – – –
HFS
1147
HBC Financial Services
Washington
$8K – – –
RAM
1148
Ramirez Asset Management
New York
$7.42K +$7.42K +166 New
JWA
1149
JFS Wealth Advisors
Pennsylvania
$7.06K -$4.91K -110 -41%
AIC
1150
Archer Investment Corporation
Indiana
$7.01K – – –
44 45
46
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