D icon

Dominion Energy
D

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 %
HWM
1326
Horizons Wealth Management
North Carolina
– -$15.5K -300 Closed
TFP
1327
Tilia Fiduciary Partners
North Carolina
– -$15K -290 Closed
MCI
1328
MRP Capital Investments
Georgia
– -$14.4K -277 Closed
AI
1329
AXS Investments
New York
– -$13.3K -257 Closed
SF
1330
Safeguard Financial
Wisconsin
– -$12K -241 Closed
CWA
1331
Clearview Wealth Advisors
Oregon
– -$10.9K -210 Closed
CJL
1332
Cyrus J. Lawrence
New York
– -$10 -200 Closed
RFG
1333
RFP Financial Group
Georgia
– -$10.4K -200 Closed
YAL
1334
Your Advocates Ltd
Texas
– -$6.94K -134 Closed
IFS
1335
Intelligent Financial Strategies
Minnesota
– -$6.58K -127 Closed
LFA
1336
Legend Financial Advisors
Pennsylvania
– -$5.75K -111 Closed
Loomis, Sayles & Company
1337
Loomis, Sayles & Company
Massachusetts
– -$6K -110 Closed
GIA
1338
GHP Investment Advisors
Colorado
– -$4.17K -84 Closed
ECM
1339
Estabrook Capital Management
New York
– -$2.69K -52 Closed
TWC
1340
TD Waterhouse Canada
Ontario, Canada
– -$2.21K -42 Closed
DI
1341
Disciplined Investments
Oklahoma
– -$1.45K -28 Closed
FSWA
1342
Financial Synergies Wealth Advisors
Texas
– -$1.09K -21 Closed
PWMG
1343
Prestige Wealth Management Group
New Jersey
– -$777 -15 Closed
TCCM
1344
Timber Creek Capital Management
Massachusetts
– -$695 -13 Closed
2L
1345
25 LLC
Missouri
– -$478 -9 Closed
UFF
1346
USA Financial Formulas
Michigan
– -$259 -5 Closed
50 51 52 53
54