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Dominion Energy

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
Name Holding Trade Value Shares
Change
Shares
Change %
BAAM
1201
Baker Avenue Asset Management
California
$13.3K +$2.23K +43 +20%
BAM
1202
Bellevue Asset Management
Washington
$13.2K +$52 +1 +0.4%
TIM
1203
Thompson Investment Management
Wisconsin
$12.9K +$1.76K +34 +16%
LB
1204
Legacy Bridge
Iowa
$12.7K
BWP
1205
Baldwin Wealth Partners
Massachusetts
$12K
SF
1206
Safeguard Financial
Wisconsin
$12K +$12K +241 New
ME
1207
McIlrath & Eck
Washington
$11.9K
KFS
1208
Kelly Financial Services
Massachusetts
$11.6K +$104 +2 +0.9%
WIM
1209
Westside Investment Management
California
$11K
CCC
1210
Chelsea Counsel Company
California
$11K
WAS
1211
Winch Advisory Services
Wisconsin
$11K +$107 +2 +1%
GKIM
1212
GW&K Investment Management
Massachusetts
$11K +$11K +211 New
CWA
1213
Clearview Wealth Advisors
Oregon
$10.9K -$3.47K -67 -24%
FNBOSM
1214
First National Bank of South Miami
Florida
$10.7K -$28.5K -551 -73%
PCM
1215
Perritt Capital Management
Illinois
$10.5K
JFA
1216
JNBA Financial Advisors
Minnesota
$10.4K -$2.33K -45 -18%
FDCDDQ
1217
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.4K
RFG
1218
RFP Financial Group
Georgia
$10.4K +$10.4K +200 New
WPA
1219
West Paces Advisors
Georgia
$10.2K -$10.4K -200 -50%
RDIA
1220
RE Dickinson Investment Advisors
Iowa
$10K
FPB
1221
First PREMIER Bank
South Dakota
$10K
HFS
1222
HBC Financial Services
Washington
$10K
SFG
1223
Steward Financial Group
Texas
$10K +$9.95K +195 +19,500%
ANBT
1224
American National Bank & Trust
Texas
$9.84K
SC
1225
Solstein Capital
California
$9.58K