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Dominion Energy
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Overview Fund Activity

1,277 hedge funds and large institutions have $31B invested in Dominion Energy in 2023 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 481 increasing their positions, 525 reducing their positions, and 120 closing their positions.

Holders
1,277
Holders Change
-41
Holders Change %
-3.11%
% of All Funds
20.14%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
89
Increased
481
Reduced
525
Closed
120
Calls
$331M
Puts
$178M
Net Calls
+$152M
Net Calls Change
-$17.8M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.11B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.42B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.08B
4
Citadel Advisors
4
Citadel Advisors
Florida
$115M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$186M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$784M
3
ECP
3
Electron Capital Partners
New York
$0
4
VanEck Associates
4
VanEck Associates
New York
$10.6M
5
Deutsche Bank
5
Deutsche Bank
Germany
$292M
Name Market Value Shares Shares
Change 		Shares
Change %
FFIC
1326
First Fiduciary Investment Counsel
Ohio
– – -5,685 Closed
WC
1327
Waterloo Capital
Texas
– – -5,650 Closed
IHL
1328
Investment House LLC
California
– – -5,484 Closed
PSP
1329
Principal Street Partners
Tennessee
– – -5,309 Closed
CSIC
1330
Clifford Swan Investment Counsel
California
– – -5,259 Closed
ONST
1331
Old North State Trust
North Carolina
– – -5,257 Closed
MAP
1332
Milestone Advisory Partners
North Carolina
– – -5,201 Closed
MA
1333
MKT Advisors
California
– – -5,142 Closed
FW
1334
FirstPurpose Wealth
Utah
– – -5,083 Closed
AA
1335
Apriem Advisors
California
– – -5,042 Closed
JWBC
1336
John W. Bristol & Co
New York
– – -5,000 Closed
CFS
1337
CRA Financial Services
New Jersey
– – -4,854 Closed
EFS
1338
Essex Financial Services
Connecticut
– – -4,791 Closed
SFS
1339
Sowell Financial Services
Arkansas
– – -4,768 Closed
MIA
1340
MainStreet Investment Advisors
Illinois
– – -4,719 Closed
BAM
1341
Berkshire Asset Management
Pennsylvania
– – -4,581 Closed
LA
1342
Latitude Advisors
Florida
– – -4,503 Closed
MSR
1343
Main Street Research
Connecticut
– – -4,261 Closed
SFP
1344
Sandbox Financial Partners
Maryland
– – -4,220 Closed
CW
1345
Connectus Wealth
Ohio
– – -4,212 Closed
AWAU
1346
Alliance Wealth Advisors (Utah)
Utah
– – -4,197 Closed
RBFC
1347
Roman Butler Fullerton & Co
Missouri
– – -4,162 Closed
IIM
1348
Ipswich Investment Management
Massachusetts
– – -4,151 Closed
BIA
1349
Beacon Investment Advisors
Maryland
– – -4,103 Closed
CHP
1350
Cable Hill Partners
Oregon
– – -4,088 Closed
52 53
54
55 56