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 Market Value Shares Shares
Change 		Shares
Change %
WA
1226
WestEnd Advisors
North Carolina
$564 12 -10 -45%
DWA
1227
Delos Wealth Advisors
Texas
$564 12 – –
TFM
1228
TFC Financial Management
Massachusetts
$517 11 -50 -82%
ANBT
1229
American National Bank & Trust
Texas
$376 8 -136 -94%
VWA
1230
Valued Wealth Advisors
Utah
$135 3 +3 New
DWM
1231
Dogwood Wealth Management
Kansas
– – – –
SVCP
1232
Silicon Valley Capital Partners
California
– – – –
YCM
1233
Yaupon Capital Management
New York
– – -281,633 Closed
CF
1234
Cantor Fitzgerald
New York
– – -248,031 Closed
EIP
1235
Easterly Investment Partners
Massachusetts
– – -218,490 Closed
Tudor Investment Corp
1236
Tudor Investment Corp
Connecticut
– – -205,590 Closed
Hudson Bay Capital Management
1237
Hudson Bay Capital Management
Connecticut
– – -201,580 Closed
HF
1238
HRT Financial
New York
– – -146,591 Closed
TC
1239
TwinBeech Capital
New York
– – -125,248 Closed
EIA
1240
Edgemoor Investment Advisors
Maryland
– – -108,864 Closed
ECM
1241
Element Capital Management
New York
– – -97,209 Closed
IIM
1242
Intact Investment Management
Quebec, Canada
– – -85,700 Closed
BCM
1243
Bayesian Capital Management
New York
– – -68,900 Closed
AM
1244
AGF Management
Ontario, Canada
– – -62,447 Closed
WAM
1245
Weiss Asset Management
Massachusetts
– – -60,971 Closed
JGUA
1246
John G. Ullman & Associates
New York
– – -58,320 Closed
WAM
1247
Wallington Asset Management
Indiana
– – -56,303 Closed
MFS
1248
Mirabella Financial Services
United Kingdom
– – -54,780 Closed
Walleye Capital
1249
Walleye Capital
New York
– – -53,728 Closed
SIA
1250
Soltis Investment Advisors
Utah
– – -53,497 Closed
48 49
50
51 52