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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 %
PCTC
1176
Perkins Coie Trust Company
Washington
$2.59K +$2.59K +58 New
PGAM
1177
Princeton Global Asset Management
New Jersey
$2.47K – – –
IG
1178
ING Group
Netherlands
$2.23K -$13.4M -299,363 -100%
BHWM
1179
Beaird Harris Wealth Management
Texas
$2.23K – – –
TIM
1180
Tortoise Investment Management
New York
$1.97K – – –
BCPWM
1181
Bradley & Co Private Wealth Management
Florida
$1.97K – – –
WWP
1182
WR Wealth Planners
Missouri
$1.97K +$1.97K +44 New
BCMLT
1183
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.86K – – –
EAM
1184
Eukles Asset Management
Ohio
$1.79K – – –
HWP
1185
Highline Wealth Partners
California
$1.3K – – –
ACA
1186
Atlas Capital Advisors
Wyoming
$1.25K – – –
SC
1187
Stephens Consulting
Michigan
$1.07K – – –
TFA
1188
Transamerica Financial Advisors
Florida
$1K – – –
KFP
1189
KB Financial Partners
New Jersey
$1K – – –
PP
1190
PrairieView Partners
Minnesota
$1K – – –
CMP
1191
Coston McIsaac & Partners
Maine
$1K – – –
CAM
1192
ClariVest Asset Management
California
$1K +$1K +13 New
WA
1193
WestEnd Advisors
North Carolina
$983 +$983 +22 New
DWA
1194
Delos Wealth Advisors
Texas
$583 – – –
SIC
1195
SJS Investment Consulting
Ohio
$581 +$45 +1 +8%
FGA
1196
Fortis Group Advisors
New Jersey
$581 +$581 +13 New
JWM
1197
Janiczek Wealth Management
Colorado
$179 – – –
SVCP
1198
Silicon Valley Capital Partners
California
$6 -$7 – –
Point72 Asset Management
1199
Point72 Asset Management
Connecticut
– -$186M -3,584,776 Closed
Renaissance Technologies
1200
Renaissance Technologies
New York
– -$52.5M -1,013,236 Closed
46 47
48
49 50