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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.

New
Increased
Maintained
Reduced
Closed
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 %
KFA
1301
Kapstone Financial Advisors
Ohio
– -$211K -4,025 Closed
Luther King Capital Management (LKCM)
1302
Luther King Capital Management (LKCM)
Texas
– -$208K -4,016 Closed
PWLP
1303
Prio Wealth Limited Partnership
Massachusetts
– -$208K -4,014 Closed
RF
1304
Rollins Financial
Georgia
– -$207K -3,994 Closed
FCFC
1305
First Commonwealth Financial Corp
Pennsylvania
– -$206K -3,981 Closed
IPW
1306
Inlet Private Wealth
Florida
– -$206K -3,973 Closed
CWM
1307
C2C Wealth Management
Arizona
– -$205K -3,968 Closed
HBWM
1308
Hollow Brook Wealth Management
New York
– -$205K -3,950 Closed
FOFP
1309
Fee-Only Financial Planning
South Carolina
– -$202K -3,899 Closed
MCA
1310
MSH Capital Advisors
Arizona
– -$201K -3,876 Closed
LHWM
1311
Lake Hills Wealth Management
Texas
– -$200K -3,869 Closed
LFASL
1312
Lugano Financial Advisors SA (LFA)
Switzerland
– -$181K -3,486 Closed
HS
1313
Horan Securities
United States
– -$126K -2,426 Closed
CA
1314
Crewe Advisors
Utah
– -$111K -2,143 Closed
APF
1315
Alaska Permanent Fund
Alaska
– -$104K -2,013 Closed
QL
1316
Quarry LP
New York
– -$79.5K -1,536 Closed
SSG
1317
Summit Securities Group
New York
– -$57K -1,093 Closed
IGWM
1318
ICA Group Wealth Management
Colorado
– -$50.6K -977 Closed
IRAG
1319
Investment Research & Advisory Group
Georgia
– -$44.8K -865 Closed
RF
1320
Robbins Farley
New Hampshire
– -$41.9K -809 Closed
FA
1321
Fiduciary Alliance
South Carolina
– -$37.8K -729 Closed
AIM
1322
Achmea Investment Management
Netherlands
– -$29K -574 Closed
1832 Asset Management
1323
1832 Asset Management
Ontario, Canada
– -$25.9K -500 Closed
WP
1324
WealthPLAN Partners
Nebraska
– -$18.6K -359 Closed
WAM
1325
Worth Asset Management
Texas
– -$18.3K -353 Closed
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