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Dominion Energy

1,318 hedge funds and large institutions have $33.1B invested in Dominion Energy in 2023 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 555 increasing their positions, 482 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,318
Holders Change
-104
Holders Change %
-7.31%
% of All Funds
21.09%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
92
Increased
555
Reduced
482
Closed
162
Calls
$318M
Puts
$148M
Net Calls
+$170M
Net Calls Change
+$86M
Name Holding Trade Value Shares
Change
Shares
Change %
GFWA
1201
Grey Fox Wealth Advisors
Delaware
$32.7K +$168 +3 +0.5%
PMFA
1202
Plante Moran Financial Advisors
Michigan
$31.7K
FFA
1203
Farther Finance Advisors
California
$31.3K +$15.2K +271 +94%
BBPWM
1204
Blue Bell Private Wealth Management
Pennsylvania
$31.3K
BWAM
1205
Boyd Watterson Asset Management
Ohio
$31.1K
LOIP
1206
Live Oak Investment Partners
Texas
$31.1K -$34.2K
FDCC
1207
Foster Dykema Cabot & Co
Massachusetts
$31K +$31K +550 New
LCM
1208
Logan Capital Management
Pennsylvania
$29.9K
CAC
1209
Core Alternative Capital
Georgia
$29.8K +$11.5K +206 +63%
JGIA
1210
Jackson Grant Investment Advisers
Connecticut
$28.2K +$224 +4 +0.8%
LFG
1211
Larson Financial Group
Missouri
$28.2K -$43.9K -785 -61%
1832 Asset Management
1212
1832 Asset Management
Ontario, Canada
$28K -$11.2K -200 -29%
HSA
1213
Hussman Strategic Advisors
Maryland
$28K
PCFFS
1214
Pacific Center for Financial Services
California
$28K +$28K +500 New
TF
1215
TimeScale Financial
Massachusetts
$27.6K -$5.54K -99 -17%
AAP
1216
Arax Advisory Partners
Colorado
$27.5K +$10.6K +189 +62%
AFS
1217
Annapolis Financial Services
Maryland
$27.3K
AI
1218
AXS Investments
New York
$26.1K -$1.06K -19 -4%
Commonwealth Equity Services
1219
Commonwealth Equity Services
Massachusetts
$26K +$653 +11,675 +3%
TAM
1220
Tucker Asset Management
Colorado
$24.6K
OLVIG
1221
Oliver Lagore Vanvalin Investment Group
Michigan
$24.5K +$9.73K +174 +66%
BIA
1222
Bell Investment Advisors
California
$24.5K +$10.9K +195 +80%
SWA
1223
Sutton Wealth Advisors
Florida
$24.2K -$56K -1,002 -70%
LS
1224
Livforsakringsbolaget Skandia
Sweden
$24K
WPA
1225
West Paces Advisors
Georgia
$22.2K -$60.7K -1,085 -73%