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Dominion Energy

1,229 hedge funds and large institutions have $29.1B invested in Dominion Energy in 2023 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 335 increasing their positions, 593 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,229
Holders Change
+33
Holders Change %
+2.76%
% of All Funds
18.02%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
156
Increased
335
Reduced
593
Closed
107
Calls
$373M
Puts
$218M
Net Calls
+$155M
Net Calls Change
+$23M
Name Holding Trade Value Shares
Change
Shares
Change %
PS
1126
Planned Solutions
California
$15.7K +$15.7K +333 New
WFA
1127
West Financial Advisors
Iowa
$15.3K
MRCM
1128
M&R Capital Management
New Jersey
$15.2K -$192K -4,082 -93%
GCM
1129
Gables Capital Management
Florida
$15K
GKIM
1130
GW&K Investment Management
Massachusetts
$15K +$5.16K +109 +52%
PMFA
1131
Plante Moran Financial Advisors
Michigan
$14.9K -$11.7K -249 -44%
IPW
1132
Impact Partnership Wealth
Georgia
$14.6K -$115K -2,453 -89%
BIA
1133
Bell Investment Advisors
California
$14.5K +$3.06K +65 +27%
TFG
1134
Team Financial Group
California
$14.4K +$188 +4 +1%
RWM
1135
Ruedi Wealth Management
Illinois
$14.2K -$23.5K -501 -62%
JFA
1136
JNBA Financial Advisors
Minnesota
$14.1K +$2.49K +53 +21%
TWM
1137
Tradition Wealth Management
Minnesota
$14K -$2.34K -51 -14%
BFS
1138
Bare Financial Services
Pennsylvania
$13.3K +$13.3K +282 New
AWM
1139
Abound Wealth Management
Tennessee
$13.2K +$2.87K +61 +28%
MWA
1140
Miller Wealth Advisors
Colorado
$13.2K
JFGIW
1141
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13K -$16.4K -349 -56%
HCM
1142
Highlander Capital Management
New Jersey
$12.5K
TIM
1143
Thompson Investment Management
Wisconsin
$12.2K +$470 +10 +4%
LIWM
1144
Long Island Wealth Management
New York
$12K +$12K +246 New
PA
1145
Pineridge Advisors
Missouri
$11.8K +$11.8K +251 New
LB
1146
Legacy Bridge
Iowa
$11.5K
VWWMG
1147
Vermillion & White Wealth Management Group
Pennsylvania
$11.4K +$11.4K +243 New
QL
1148
Quarry LP
New York
$11.2K +$11.2K +239 New
FPF
1149
First Pacific Financial
Washington
$11K +$11K +233 New
BWP
1150
Baldwin Wealth Partners
Massachusetts
$10.9K