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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 Holding Trade Value Shares
Change 		Shares
Change %
MAM
1276
Marotta Asset Management
Virginia
– -$228K -4,398 Closed
MA
1277
MBA Advisors
Pennsylvania
– -$228K -4,394 Closed
GAG
1278
GM Advisory Group
New York
– -$227K -4,383 Closed
PWM
1279
Perigon Wealth Management
California
– -$227K -4,382 Closed
TIMH
1280
Tilt Investment Management Holdings
New York
– -$226K -4,357 Closed
BIM
1281
Bridges Investment Management
Nebraska
– -$225K -4,350 Closed
IAA
1282
Ironsides Asset Advisors
North Carolina
– -$225K -4,344 Closed
PAG
1283
Powers Advisory Group
Illinois
– -$224K -4,320 Closed
BFO
1284
Boston Family Office
Massachusetts
– -$224K -4,316 Closed
SIA
1285
Schechter Investment Advisors
Michigan
– -$223K -4,310 Closed
TW
1286
Transform Wealth
Colorado
– -$222K -4,292 Closed
TA
1287
Tectonic Advisors
Texas
– -$222K -4,284 Closed
CC
1288
Chicago Capital
Illinois
– -$220K -4,254 Closed
CD
1289
Chapin Davis
Maryland
– -$220K -4,242 Closed
BI
1290
Ballast Inc
Kentucky
– -$219K -4,233 Closed
PSFG
1291
Prairie Sky Financial Group
Illinois
– -$218K -4,212 Closed
BFM
1292
Boothbay Fund Management
New York
– -$217K -4,193 Closed
HA
1293
Herold Advisors
New York
– -$217K -4,185 Closed
EB
1294
Exchange Bank
California
– -$217K -4,181 Closed
Financial Engines Advisors
1295
Financial Engines Advisors
California
– -$216K -4,179 Closed
MF
1296
Meridian Financial
Massachusetts
– -$215K -4,143 Closed
PCM
1297
Princeton Capital Management
New Jersey
– -$214K -4,126 Closed
ICG
1298
InterOcean Capital Group
Tennessee
– -$213K -4,107 Closed
RIA
1299
Regal Investment Advisors
Michigan
– -$210K -4,050 Closed
EGA
1300
E&G Advisors
Texas
– -$209K -4,043 Closed
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52
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