D icon

Dominion Energy
D

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 %
DRD
1426
Dennis R. Delaney
– -$209K -3,412 Closed
SRC
1427
Stone Run Capital
New York
– -$209K -3,410 Closed
IP
1428
Investment Partners
Ohio
– -$208K -3,392 Closed
EFSCE
1429
Enterprise Financial Services Corp (EFSC)
Missouri
– -$208K -3,390 Closed
WWM
1430
Western Wealth Management
Colorado
– -$208K -3,388 Closed
WFS
1431
Widmann Financial Services
Maryland
– -$207K -3,382 Closed
NPPM
1432
North Point Portfolio Managers
Ohio
– -$205K -3,350 Closed
CCFP
1433
Charles Carroll Financial Partners
Massachusetts
– -$205K -3,350 Closed
LIA
1434
LSP Investment Advisors
New York
– -$205K -3,350 Closed
ZCM
1435
Ziegler Capital Management
Illinois
– -$205K -3,340 Closed
ST
1436
Somerset Trust
Pennsylvania
– -$204K -3,320 Closed
CA
1437
Cornerstone Advisors
North Carolina
– -$202K -3,300 Closed
DCM
1438
Dupont Capital Management
Delaware
– -$155K -2,522 Closed
AWM
1439
Accurate Wealth Management
Florida
– -$136K -2,206 Closed
AS
1440
AM Squared
Hong Kong
– -$129K -2,100 Closed
ZIG
1441
Zullo Investment Group
Pennsylvania
– -$128K -2,086 Closed
SIM
1442
Sentry Investment Management
Wisconsin
– -$125K -2,034 Closed
GFL
1443
Granite FO LLC
New Hampshire
– -$118K -1,935 Closed
TCWA
1444
Ten Capital Wealth Advisors
Washington
– -$115K -1,882 Closed
IFA
1445
Interactive Financial Advisors
Illinois
– -$105K -1,720 Closed
NSB
1446
Norway Savings Bank
Maine
– -$98.7K -1,610 Closed
UCB
1447
United Community Bank
South Carolina
– -$71.4K -1,165 Closed
CP
1448
Castleview Partners
Texas
– -$51K -831 Closed
MS
1449
Madden Securities
Texas
– -$49.4K -805 Closed
CASC
1450
Coppell Advisory Solutions Corp
Texas
– -$42.2K -689 Closed
56 57
58
59 60