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Dominion Energy
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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 %
MNBTD
1276
Moody National Bank Trust Division
Texas
– – -8,042 Closed
FT
1277
Fiduciary Trust
Massachusetts
– – -7,600 Closed
CWM
1278
Cordatus Wealth Management
Pennsylvania
– – -7,570 Closed
AWAP
1279
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
– – -7,505 Closed
Koshinski Asset Management
1280
Koshinski Asset Management
Illinois
– – -7,344 Closed
MMM
1281
Mendel Money Management
Illinois
– – -6,985 Closed
VFA
1282
Voya Financial Advisors
Connecticut
– – -6,766 Closed
CC
1283
Cipher Capital
New York
– – -6,607 Closed
AFG
1284
AFS Financial Group
Maryland
– – -6,251 Closed
Wolverine Trading
1285
Wolverine Trading
Illinois
– – -6,115 Closed
CT
1286
Chicago Trust
Illinois
– – -6,061 Closed
WAOTB
1287
Wealth Advisors of Tampa Bay
Florida
– – -5,800 Closed
CIC
1288
Crawford Investment Counsel
Georgia
– – -5,738 Closed
OCFG
1289
O'Connor Financial Group
Illinois
– – -5,652 Closed
Group One Trading
1290
Group One Trading
Illinois
– – -5,580 Closed
CC
1291
Corton Capital
Ontario, Canada
– – -5,465 Closed
BFIC
1292
Bedell Frazier Investment Counselling
California
– – -5,355 Closed
HKAM
1293
Horizon Kinetics Asset Management
New York
– – -5,350 Closed
RFA
1294
Register Financial Advisors
Georgia
– – -5,211 Closed
CW
1295
CIC Wealth
Maryland
– – -5,069 Closed
SA
1296
Strategic Advocates
Utah
– – -5,042 Closed
NWM
1297
Northcape Wealth Management
New York
– – -4,941 Closed
PFA
1298
Petra Financial Advisors
Colorado
– – -4,901 Closed
SIM
1299
Sentry Investment Management
Wisconsin
– – -4,858 Closed
SBIA
1300
Sheaff Brock Investment Advisors
Indiana
– – -4,760 Closed
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