D icon

Dominion Energy
D

Overview Fund Activity

1,229 hedge funds and large institutions have $29.1B invested in Dominion Energy in 2023 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 335 increasing their positions, 593 reducing their positions, and 107 closing their positions.

Holders
1,229
Holders Change
+33
Holders Change %
+2.76%
% of All Funds
18.02%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
156
Increased
335
Reduced
593
Closed
107
Calls
$373M
Puts
$218M
Net Calls
+$155M
Net Calls Change
+$23M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$845M
2
Morgan Stanley
2
Morgan Stanley
New York
$711M
3
Dodge & Cox
3
Dodge & Cox
California
$1.07B
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$692M
5
CIA
5
ClearBridge Investments (Australia)
Australia
$214M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$673M
2
ZP
2
Zimmer Partners
New York
$235K
3
Invesco
3
Invesco
Georgia
$565M
4
Deutsche Bank
4
Deutsche Bank
Germany
$48.2M
5
Franklin Resources
5
Franklin Resources
California
$478M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
1201
PSI Advisors
Florida
$3.43K – – –
MBFW
1202
Morton Brown Family Wealth
Pennsylvania
$3.38K – – –
UOTTAIMCU
1203
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$3.1K +$3.1K +66 New
Loomis, Sayles & Company
1204
Loomis, Sayles & Company
Massachusetts
$3K +$3K +58 New
RDFA
1205
Ritter Daniher Financial Advisory
Ohio
$2.91K – – –
FRA
1206
Frank Rimerman Advisors
California
$2.91K +$2.91K +62 New
GG
1207
Greenwood Gearhart
Arkansas
$2.91K +$2.91K +62 New
BAM
1208
Bellevue Asset Management
Washington
$2.68K -$9.56K -200 -78%
PGAM
1209
Princeton Global Asset Management
New Jersey
$2.6K – – –
DF
1210
Dunhill Financial
United Kingdom
$2.57K +$2.57K +55 New
W
1211
WealthCollab
Washington
$2.54K +$2.54K +54 New
BHWM
1212
Beaird Harris Wealth Management
Texas
$2.35K – – –
TIM
1213
Tortoise Investment Management
New York
$2.07K – – –
BCPWM
1214
Bradley & Co Private Wealth Management
Florida
$2.07K – – –
EAM
1215
Eukles Asset Management
Ohio
$1.88K – – –
BCMLT
1216
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.61K – – –
HWP
1217
Highline Wealth Partners
California
$1.36K – – –
ACA
1218
Atlas Capital Advisors
Wyoming
$1.32K – – –
FGA
1219
Fortis Group Advisors
New Jersey
$1.22K +$611 +13 +100%
LFA
1220
Legend Financial Advisors
Pennsylvania
$1.22K +$1.22K +26 New
TFA
1221
Transamerica Financial Advisors
Florida
$1K -$900 -9 -47%
PP
1222
PrairieView Partners
Minnesota
$1K – – –
CMP
1223
Coston McIsaac & Partners
Maine
$1K +$29 +1 +3%
CCM
1224
Chilton Capital Management
Texas
$893 +$893 +19 New
SIC
1225
SJS Investment Consulting
Ohio
$846 +$235 +5 +38%
47 48
49
50 51