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Dominion Energy
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Overview Fund Activity

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

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.11B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.42B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.08B
4
Citadel Advisors
Citadel Advisors
Florida
$115M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$186M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$784M
3
ECP
Electron Capital Partners
New York
$0
4
VanEck Associates
VanEck Associates
New York
$10.6M
5
Deutsche Bank
Deutsche Bank
Germany
$292M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
1176
Wolff Wiese Magana
California
$19.1K +$1.55K +30 +9%
VWM
1177
Venturi Wealth Management
Texas
$19K -$1.3K -25 -6%
WP
1178
WealthPLAN Partners
Nebraska
$18.6K -$50.6K -977 -73%
DF
1179
DecisionPoint Financial
Arizona
$18.4K – – –
WAM
1180
Worth Asset Management
Texas
$18.3K +$5.34K +103 +41%
SIA
1181
Sit Investment Associates
Minnesota
$18K – – –
PA
1182
PSI Advisors
Florida
$17.9K +$673 +13 +4%
CFS
1183
CGC Financial Services
Oregon
$17.6K +$17.6K +339 New
BIA
1184
Bell Investment Advisors
California
$17.1K -$5.54K -107 -24%
WFA
1185
West Financial Advisors
Iowa
$16.9K +$16.9K +326 New
LFG
1186
Larson Financial Group
Missouri
$16.7K -$9.43K -182 -36%
GCM
1187
Gables Capital Management
Florida
$16.6K – – –
AAP
1188
Arax Advisory Partners
Colorado
$15.6K -$9.89K -191 -39%
HWM
1189
Horizons Wealth Management
North Carolina
$15.5K +$15.5K +300 New
AWM
1190
Abound Wealth Management
Tennessee
$15.1K +$4.2K +81 +39%
TFP
1191
Tilia Fiduciary Partners
North Carolina
$15K -$2.07K -40 -12%
SIS
1192
Strategic Investment Solutions
Illinois
$14.9K -$42.5K -866 -74%
MWA
1193
Miller Wealth Advisors
Colorado
$14.5K -$32.2K -621 -69%
MCI
1194
MRP Capital Investments
Georgia
$14.4K +$156 +3 +1%
FWA
1195
FSC Wealth Advisors
New York
$14.2K – – –
TWM
1196
Tradition Wealth Management
Minnesota
$14K -$806 -16 -5%
HCM
1197
Highlander Capital Management
New Jersey
$14K – – –
BG
1198
Bollard Group
Massachusetts
$14K +$3.85K +75 +38%
JWA
1199
JFS Wealth Advisors
Pennsylvania
$13.9K -$86.2K -1,664 -86%
AI
1200
AXS Investments
New York
$13.3K -$10.9K -210 -45%
46 47
48
49 50