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Dominion Energy
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Overview Fund Activity

1,318 hedge funds and large institutions have $33.1B invested in Dominion Energy in 2023 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 555 increasing their positions, 482 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,318
Holders Change
-104
Holders Change %
-7.31%
% of All Funds
21.09%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
92
Increased
555
Reduced
482
Closed
162
Calls
$318M
Puts
$148M
Net Calls
+$170M
Net Calls Change
+$86M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
$829M
2
Invesco
Invesco
Georgia
$968M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.01B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$964M
5
Goldman Sachs
Goldman Sachs
New York
$239M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$425M
2
Citadel Advisors
Citadel Advisors
Florida
$381K
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$80M
4
ECP
Empyrean Capital Partners
California
$0
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$195M
Name Holding Trade Value Shares
Change 		Shares
Change %
HC
1401
Hoese & Co
Minnesota
– -$250K -4,097 Closed
MHS
1402
M Holdings Securities
Oregon
– -$250K -4,070 Closed
DI
1403
DAGCO Inc
Ohio
– -$237K -4,045 Closed
FNBOO
1404
First National Bank of Omaha
Nebraska
– -$247K -4,016 Closed
GAM
1405
GEM Asset Management
Michigan
– -$245K -4,000 Closed
CWM
1406
Calamos Wealth Management
Illinois
– -$245K -3,990 Closed
HC
1407
Hamilton Capital
Ohio
– -$243K -3,959 Closed
SAM
1408
SignalPoint Asset Management
Missouri
– -$240K -3,922 Closed
BOPW
1409
Brandywine Oak Private Wealth
Pennsylvania
– -$239K -3,898 Closed
HW
1410
Hancock Whitney
Mississippi
– -$236K -3,848 Closed
HAS
1411
HBW Advisory Services
California
– -$233K -3,806 Closed
SIC
1412
Sterling Investment Counsel
New York
– -$233K -3,798 Closed
TNBTD
1413
Trustmark National Bank Trust Department
Mississippi
– -$232K -3,790 Closed
CWP
1414
Cyndeo Wealth Partners
Florida
– -$228K -3,715 Closed
SFB
1415
STAR Financial Bank
Indiana
– -$227K -3,706 Closed
GW
1416
GW & Wade
Massachusetts
– -$226K -3,678 Closed
GVAG
1417
Great Valley Advisor Group
Delaware
– -$221K -3,608 Closed
FI
1418
Financial Insights
Washington
– -$220K -3,589 Closed
CAM
1419
Congress Asset Management
Massachusetts
– -$219K -3,570 Closed
MS
1420
Maven Securities
Jersey
– -$218K -3,563 Closed
BCM
1421
Birmingham Capital Management
Alabama
– -$217K -3,545 Closed
CFP
1422
Curran Financial Partners
South Carolina
– -$215K -3,504 Closed
IFWM
1423
Institute for Wealth Management
Colorado
– -$215K -3,502 Closed
GWM
1424
GSB Wealth Management
Connecticut
– -$215K -3,500 Closed
RWI
1425
Red Wave Investments
Pennsylvania
– -$214K -3,496 Closed
55 56
57
58 59