D icon

Dominion Energy
D

Overview Fund Activity

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

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$829M
2
Invesco
Invesco
Georgia
+$342M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$327M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$153M
5
Goldman Sachs
Goldman Sachs
New York
+$111M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$676M
2
Citadel Advisors
Citadel Advisors
Florida
-$141M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$133M
4
ECP
Empyrean Capital Partners
California
-$78.4M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$71.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAAM
1251
Baker Avenue Asset Management
California
$11.9K +$3.47K +62 +41%
CCC
1252
Chelsea Counsel Company
California
$11.9K – – –
WIM
1253
Westside Investment Management
California
$11.7K – – –
AWM
1254
Abound Wealth Management
Tennessee
$11.7K +$3.86K +69 +49%
PCM
1255
Perritt Capital Management
Illinois
$11.3K – – –
FDCDDQ
1256
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.2K – – –
OA
1257
Operose Advisors
Wisconsin
$11.2K – – –
FPB
1258
First PREMIER Bank
South Dakota
$11K -$27.5K -500 -71%
CJL
1259
Cyrus J. Lawrence
New York
$11K -$18.3K -333 -62%
RDIA
1260
RE Dickinson Investment Advisors
Iowa
$11K – – –
HFS
1261
HBC Financial Services
Washington
$11K – – –
BG
1262
Bollard Group
Massachusetts
$11K – – –
WAS
1263
Winch Advisory Services
Wisconsin
$11K +$54 +1 +0.5%
ANBT
1264
American National Bank & Trust
Texas
$10.6K +$783 +14 +8%
PWMG
1265
Prestige Wealth Management Group
New Jersey
$10.6K +$8K +143 +304%
SC
1266
Solstein Capital
California
$10.3K – – –
Kayne Anderson Rudnick Investment Management
1267
Kayne Anderson Rudnick Investment Management
California
$8.78K – – –
AA
1268
AlphaMark Advisors
Kentucky
$8K – – –
YAL
1269
Your Advocates Ltd
Texas
$7.49K +$7.49K +134 New
NOI
1270
Newton One Investments
Delaware
$7.38K – – –
MWM
1271
Mascoma Wealth Management
New Hampshire
$7.14K – – –
IFS
1272
Intelligent Financial Strategies
Minnesota
$7.1K -$2.24K -40 -24%
CCM
1273
Chilton Capital Management
Texas
$7.1K +$7.1K +127 New
CA
1274
Centerpoint Advisors
Massachusetts
$7K -$5.95K -108 -46%
AW
1275
Avion Wealth
Texas
$7K +$966 +16 +16%
49 50
51
52 53