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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 Holding Trade Value Shares
Change 		Shares
Change %
BWM
1376
Benchmark Wealth Management
Connecticut
– -$201K -3,474 Closed
VIA
1377
Virtus Investment Advisers
Connecticut
– -$142K -2,546 Closed
UAML
1378
US Asset Management LLC
Pennsylvania
– -$139K -2,487 Closed
CSPAM
1379
Cary Street Partners Asset Management
Virginia
– -$126K -2,246 Closed
HT
1380
Headlands Technologies
Illinois
– -$92.1K -1,648 Closed
EI
1381
Ellevest Inc
New York
– -$67.1K -1,200 Closed
OCM
1382
Orion Capital Management
California
– -$55.9K -1,000 Closed
CCM
1383
Carderock Capital Management
Maryland
– -$33.5K -600 Closed
GFWA
1384
Grey Fox Wealth Advisors
Delaware
– -$32.7K -585 Closed
NC
1385
NewSquare Capital
Pennsylvania
– -$20.3K -363 Closed
DIP
1386
DT Investment Partners
Pennsylvania
– -$17.7K -310 Closed
AWM
1387
Accel Wealth Management
Iowa
– -$14.2K -255 Closed
CCM
1388
Chilton Capital Management
Texas
– -$7.1K -127 Closed
FCA
1389
Fortis Capital Advisors
Kansas
– -$6.65K -119 Closed
FCT
1390
First Community Trust
Iowa
– -$5.59K -100 Closed
ACM
1391
Antonetti Capital Management
Florida
– -$5.14K -92 Closed
HF
1392
Halpern Financial
Virginia
– -$4.53K -81 Closed
MFT
1393
Moisand Fitzgerald Tamayo
Florida
– -$4.03K -72 Closed
Lazard Asset Management
1394
Lazard Asset Management
New York
– -$3K -57 Closed
WWP
1395
WR Wealth Planners
Missouri
– -$2.24K -40 Closed
CQS
1396
Credential Qtrade Securities
– -$1.73K -31 Closed
SC
1397
Schubert & Co
Texas
– -$895 -16 Closed
GFPC
1398
Global Financial Private Client
Florida
– -$111 -2 Closed
WA
1399
WestEnd Advisors
North Carolina
– -$1.06K – –
52 53 54 55
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