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Dominion Energy
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Overview Fund Activity

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

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.11B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.42B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.08B
4
Citadel Advisors
Citadel Advisors
Florida
$115M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$186M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$784M
3
ECP
Electron Capital Partners
New York
$0
4
VanEck Associates
VanEck Associates
New York
$10.6M
5
Deutsche Bank
Deutsche Bank
Germany
$292M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCPWM
1251
Bradley & Co Private Wealth Management
Florida
$2.28K – – –
TIM
1252
Tortoise Investment Management
New York
$2.28K +$2.28K +44 New
LSA
1253
Lansing Street Advisors
Pennsylvania
$2.22K +$52 +1 +2%
TWC
1254
TD Waterhouse Canada
Ontario, Canada
$2.21K +$2.21K +42 New
EAM
1255
Eukles Asset Management
Ohio
$2.07K – – –
SIA
1256
SkyView Investment Advisors
New Jersey
$2K +$558 +12 +39%
TFM
1257
TFC Financial Management
Massachusetts
$1.99K -$105 -2 -5%
BCMLT
1258
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.86K – – –
HWP
1259
Highline Wealth Partners
California
$1.5K – – –
DI
1260
Disciplined Investments
Oklahoma
$1.45K -$52 -1 -3%
ACA
1261
Atlas Capital Advisors
Wyoming
$1.45K – – –
SC
1262
Stephens Consulting
Michigan
$1.24K – – –
EBA
1263
Eagle Bay Advisors
New York
$1.14K -$207 -4 -15%
FSWA
1264
Financial Synergies Wealth Advisors
Texas
$1.09K +$1.09K +21 New
IPW
1265
Impact Partnership Wealth
Georgia
$1.04K +$1.04K +20 New
TFA
1266
Transamerica Financial Advisors
Florida
$1K – – –
PP
1267
PrairieView Partners
Minnesota
$1K – – –
KFP
1268
KB Financial Partners
New Jersey
$1K – – –
CMP
1269
Coston McIsaac & Partners
Maine
$1K +$1K +34 New
PWMG
1270
Prestige Wealth Management Group
New Jersey
$777 -$9.07K -175 -92%
TCCM
1271
Timber Creek Capital Management
Massachusetts
$695 +$695 +13 New
FGAM
1272
Financial Gravity Asset Management
Texas
$631 +$593 +1,809 +1,559%
DWA
1273
Delos Wealth Advisors
Texas
$622 – – –
SIC
1274
SJS Investment Consulting
Ohio
$622 +$104 +2 +20%
2L
1275
25 LLC
Missouri
$478 +$478 +9 New
49 50
51
52 53