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Dominion Energy
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Overview Fund Activity

1,422 hedge funds and large institutions have $36B invested in Dominion Energy in 2022 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 491 increasing their positions, 589 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,422
Holders Change
-13
Holders Change %
-0.91%
% of All Funds
22.94%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.16%
New
186
Increased
491
Reduced
589
Closed
169
Calls
$348M
Puts
$263M
Net Calls
+$84.2M
Net Calls Change
-$26.8M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$311M
2
Invesco
Invesco
Georgia
+$244M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$155M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$137M
5
Citadel Advisors
Citadel Advisors
Florida
+$133M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$742M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$358M
3
Boston Partners
Boston Partners
Massachusetts
-$239M
4
Jennison Associates
Jennison Associates
New York
-$187M
5
BC
Brookfield Corp
Ontario, Canada
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIC
1376
Northwest Investment Counselors
Oregon
$6.75K +$6.75K +110 New
EBA
1377
Eagle Bay Advisors
New York
$6.19K -$4.48K -73 -42%
DIP
1378
DT Investment Partners
Pennsylvania
$6.13K – – –
SJIM
1379
St. Johns Investment Management
Florida
$6.13K – – –
MCA
1380
Maryland Capital Advisors
Maryland
$6.13K – – –
AW
1381
Avion Wealth
Texas
$6K – – –
FCT
1382
First Community Trust
Iowa
$6K – – –
ACM
1383
Antonetti Capital Management
Florida
$5.64K – – –
CMA
1384
Cedar Mountain Advisors
Oregon
$5.09K – – –
SFG
1385
Steward Financial Group
Texas
$5K +$5K +95 New
HF
1386
Halpern Financial
Virginia
$4.97K – – –
PP
1387
Pacifica Partners
Canada
$4.64K +$4.64K +75 New
JWM
1388
Janiczek Wealth Management
Colorado
$4.59K -$4.91K -78 -52%
FCA
1389
Fortis Capital Advisors
Kansas
$4.54K +$4.54K +74 New
FGAM
1390
Financial Gravity Asset Management
Texas
$4.47K +$4.47K +61 New
MFT
1391
Moisand Fitzgerald Tamayo
Florida
$4.42K -$14.7K -240 -77%
MBFW
1392
Morton Brown Family Wealth
Pennsylvania
$4.42K -$5.34K -87 -55%
RTL
1393
Red Tortoise LLC
Georgia
$3.37K +$3.37K +55 New
IAA
1394
Independent Advisor Alliance
North Carolina
$3.19K -$452 -7,365 -12%
ECM
1395
Estabrook Capital Management
New York
$3.19K – – –
BHWM
1396
Beaird Harris Wealth Management
Texas
$3.07K – – –
PWMG
1397
Prestige Wealth Management Group
New Jersey
$2.88K -$10.2K -167 -78%
BCPWM
1398
Bradley & Co Private Wealth Management
Florida
$2.7K – – –
LSA
1399
Lansing Street Advisors
Pennsylvania
$2.56K +$61 +1 +2%
BCMLT
1400
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.21K – – –
54 55
56
57 58