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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 %
TCOT
1401
Trust Company of Toledo
Ohio
$2.02K -$50 -822 -2%
TFA
1402
Transamerica Financial Advisors
Florida
$2K -$419K -5,442 -100%
EAM
1403
Eukles Asset Management
Ohio
$2K – – –
NC
1404
NewSquare Capital
Pennsylvania
$1.84K +$1.84K +30 New
HWP
1405
Highline Wealth Partners
California
$1.78K – – –
MPCL
1406
My Personal CFO LLC
Washington
$1.72K +$1.72K +28 New
ACA
1407
Atlas Capital Advisors
Wyoming
$1.72K – – –
MYAM
1408
Meiji Yasuda Asset Management
Japan
$1.58K -$123 -2,000 -7%
SC
1409
Stephens Consulting
Michigan
$1.47K -$9.38K -153 -86%
QL
1410
Quarry LP
New York
$1.29K +$1.29K +21 New
TFM
1411
TFC Financial Management
Massachusetts
$1.25K -$2K -32 -62%
SIC
1412
SJS Investment Consulting
Ohio
$1.23K +$613 +10 +100%
PWS
1413
Paragon Wealth Strategies
Florida
$1.23K +$1.23K +20 New
SBL
1414
Sargent Bickham Lagudis
Colorado
$1.17K – – –
WA
1415
WestEnd Advisors
North Carolina
$1.1K +$307 +5 +38%
SC
1416
Schubert & Co
Texas
$1.04K -$736 -12 -41%
KFP
1417
KB Financial Partners
New Jersey
$1K -$18.8K -394 -95%
PP
1418
PrairieView Partners
Minnesota
$1K -$4.67K -112 -82%
DI
1419
Disciplined Investments
Oklahoma
$797 -$22.4K -365 -97%
LWP
1420
Lumature Wealth Partners
Georgia
$797 – – –
DWA
1421
Delos Wealth Advisors
Texas
$736 – – –
LF
1422
Lee Financial
Texas
$491 – – –
GFPC
1423
Global Financial Private Client
Florida
$123 +$123 +2 New
Boston Partners
1424
Boston Partners
Massachusetts
– -$239M -3,453,360 Closed
BC
1425
Brookfield Corp
Ontario, Canada
– -$182M -2,637,922 Closed
55 56
57
58 59