D icon

Dominion Energy
D

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 %
SFG
1151
Steward Financial Group
Texas
$7K -$1.07K -26 -13%
NRG
1152
Nemes Rush Group
Michigan
$6.88K – – –
TC
1153
Trust Company
Kansas
$6.7K – – –
ANBT
1154
American National Bank & Trust
Texas
$6.43K -$2.06K -46 -24%
KA
1155
Kozak & Associates
Colorado
$6.26K +$2.09K +50 +50%
NOI
1156
Newton One Investments
Delaware
$6.06K +$89 +2 +1%
AA
1157
AlphaMark Advisors
Kentucky
$6K -$1.2K -25 -17%
AW
1158
Avion Wealth
Texas
$6K +$426 +11 +8%
MLA
1159
MB, Levis & Associates
Pennsylvania
$5.72K +$89 +2 +2%
EBA
1160
Eagle Bay Advisors
New York
$5.63K +$4.65K +104 +473%
SIA
1161
SkyView Investment Advisors
New Jersey
$5K +$2.95K +62 +144%
SJIM
1162
St. Johns Investment Management
Florida
$4.47K – – –
MWM
1163
Mascoma Wealth Management
New Hampshire
$4.47K – – –
MCA
1164
Maryland Capital Advisors
Maryland
$4.47K – – –
RTL
1165
Red Tortoise LLC
Georgia
$4.33K +$4.33K +97 New
RL
1166
Rogco LP
Oklahoma
$4.24K +$4.24K +95 New
Kayne Anderson Rudnick Investment Management
1167
Kayne Anderson Rudnick Investment Management
California
$3.75K – – –
NCM
1168
Northwest Capital Management
Oregon
$3.71K – – –
AGWCA
1169
Annis Gardner Whiting Capital Advisors
Florida
$3.35K +$3.35K +75 New
PA
1170
PSI Advisors
Florida
$3.26K -$12.2K -273 -79%
MBFW
1171
Morton Brown Family Wealth
Pennsylvania
$3.22K – – –
ITIM
1172
Indiana Trust & Investment Management
Indiana
$3.13K +$3.13K +70 New
PP
1173
Pacifica Partners
Canada
$3.07K – – –
RDFA
1174
Ritter Daniher Financial Advisory
Ohio
$2.77K – – –
TFM
1175
TFC Financial Management
Massachusetts
$2.74K +$1.04K +23 +61%
45 46
47
48 49