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Dominion Energy
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Overview Fund Activity

1,196 hedge funds and large institutions have $27.4B invested in Dominion Energy in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 407 increasing their positions, 528 reducing their positions, and 148 closing their positions.

Holders
1,196
Holders Change
-81
Holders Change %
-6.34%
% of All Funds
19.07%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
84
Increased
407
Reduced
528
Closed
148
Calls
$305M
Puts
$173M
Net Calls
+$132M
Net Calls Change
-$20.9M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$730M
2
ZP
2
Zimmer Partners
New York
$239M
3
Goldman Sachs
3
Goldman Sachs
New York
$359M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.05B
5
MAM
5
Magellan Asset Management
Australia
$200M

Top Sellers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$75.7K
3
State Street
3
State Street
Massachusetts
$2.09B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$614M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$13.9M
Name Market Value Shares Shares
Change 		Shares
Change %
MAG
1251
MRA Advisory Group
New Jersey
– – -6,482 Closed
NCM
1252
Narwhal Capital Management
Georgia
– – -6,252 Closed
Fisher Asset Management
1253
Fisher Asset Management
Washington
– – -6,168 Closed
JWM
1254
Jeppson Wealth Management
California
– – -6,136 Closed
DP
1255
Dearborn Partners
Illinois
– – -6,127 Closed
SF
1256
Slagle Financial
Illinois
– – -5,539 Closed
SCM
1257
Spreng Capital Management
Ohio
– – -5,370 Closed
WPW
1258
Waldron Private Wealth
Pennsylvania
– – -5,250 Closed
WPC
1259
Wedmont Private Capital
Pennsylvania
– – -5,125 Closed
CW
1260
CreativeOne Wealth
Kansas
– – -4,910 Closed
OPCM
1261
Osborne Partners Capital Management
California
– – -4,850 Closed
AC
1262
ASB Consultores
Florida
– – -4,844 Closed
LC
1263
LCNB Corp
Ohio
– – -4,843 Closed
FAF
1264
Fjarde Ap-fonden
Sweden
– – -4,800 Closed
MSFS
1265
Main Street Financial Solutions
Pennsylvania
– – -4,799 Closed
MSS
1266
Mitchell Sinkler & Starr
Pennsylvania
– – -4,720 Closed
TDC
1267
Thompson Davis & Co
Virginia
– – -4,679 Closed
TFA
1268
Triad Financial Advisors
North Carolina
– – -4,667 Closed
4WM
1269
4J Wealth Management
Virginia
– – -4,592 Closed
JF
1270
Jump Financial
Illinois
– – -4,513 Closed
NFG
1271
Nadler Financial Group
Illinois
– – -4,477 Closed
AIM
1272
Athena Investment Management
California
– – -4,473 Closed
WA
1273
WealthTrust Axiom
Pennsylvania
– – -4,460 Closed
QT
1274
Quantamental Technologies
New York
– – -4,443 Closed
WIA
1275
Westbourne Investment Advisors
Maryland
– – -4,425 Closed
49 50
51
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