D icon

Dominion Energy
D

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 %
CCFCSB
1301
Cape Cod Five Cents Savings Bank
Massachusetts
– – -4,756 Closed
ET
1302
Equitable Trust
Tennessee
– – -4,713 Closed
FFM
1303
Forum Financial Management
Illinois
– – -4,707 Closed
FSA
1304
Franklin Street Advisors
North Carolina
– – -4,704 Closed
FHA
1305
Flagship Harbor Advisors
Massachusetts
– – -4,630 Closed
VAM
1306
Verity Asset Management
North Carolina
– – -4,592 Closed
EFS
1307
Essex Financial Services
Connecticut
– – -4,557 Closed
SFS
1308
Stiles Financial Services
Minnesota
– – -4,551 Closed
GP
1309
Girard Partners
Pennsylvania
– – -4,503 Closed
GSEP
1310
Golden State Equity Partners
California
– – -4,494 Closed
RTC
1311
Riverview Trust Company
Washington
– – -2,343 Closed
CG
1312
Cutler Group
California
– – -2,130 Closed
ALAM
1313
Asahi Life Asset Management
Japan
– – -1,970 Closed
SCA
1314
Stonebridge Capital Advisors
Minnesota
– – -1,918 Closed
SWM
1315
Sugarloaf Wealth Management
Georgia
– – -1,500 Closed
KI
1316
Kapitalo Investimentos
Brazil
– – -1,430 Closed
Walleye Trading
1317
Walleye Trading
New York
– – -1,422 Closed
CCP
1318
Carmel Capital Partners
California
– – -1,326 Closed
WTG
1319
West Tower Group
Virginia
– – -1,250 Closed
AWA
1320
Authentikos Wealth Advisory
California
– – -986 Closed
BFP
1321
Briaud Financial Planning
Texas
– – -819 Closed
CTWM
1322
Cherry Tree Wealth Management
Minnesota
– – -710 Closed
NL
1323
NVWM LLC
Pennsylvania
– – -650 Closed
QP
1324
Quilter Plc
United Kingdom
– – -600 Closed
Legacy Financial Group (Iowa)
1325
Legacy Financial Group (Iowa)
Iowa
– – -541 Closed
50 51 52
53
54