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Dominion Energy
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Overview Fund Activity

1,537 hedge funds and large institutions have $47.6B invested in Dominion Energy in 2022 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 593 increasing their positions, 539 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,537
Holders Change
+57
Holders Change %
+3.85%
% of All Funds
24.32%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.25%
New
163
Increased
593
Reduced
539
Closed
92
Calls
$368M
Puts
$379M
Net Calls
-$10.9M
Net Calls Change
+$4.37M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$532M
2
State Street
State Street
Massachusetts
+$301M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$133M
4
Ensign Peak Advisors
Ensign Peak Advisors
Utah
+$109M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$93M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$296M
2
BlackRock
BlackRock
New York
-$152M
3
Invesco
Invesco
Georgia
-$134M
4
VanEck Associates
VanEck Associates
New York
-$98.6M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$87.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFT
1451
Moisand Fitzgerald Tamayo
Florida
$23K -$20.5K -241 -47%
HCM
1452
Highlander Capital Management
New Jersey
$23K – – –
FWA
1453
FSC Wealth Advisors
New York
$23K – – –
TWM
1454
Tradition Wealth Management
Minnesota
$23K – – –
PP
1455
PrairieView Partners
Minnesota
$23K – – –
OLVIG
1456
Oliver Lagore Vanvalin Investment Group
Michigan
$23K +$23K +265 New
CG
1457
Cutler Group
California
$23K +$23K +276 New
BAM
1458
Bellevue Asset Management
Washington
$22K – – –
AWM
1459
Accel Wealth Management
Iowa
$22K – – –
NOI
1460
Newton One Investments
Delaware
$22K – – –
JWA
1461
JFS Wealth Advisors
Pennsylvania
$22K +$7.58K +91 +53%
IA
1462
IndexIQ Advisors
New York
$22K +$22K +258 New
HF
1463
Halpern Financial
Virginia
$21.8K – – –
CPFP
1464
Clear Perspectives Financial Planning
Ohio
$21K – – –
LB
1465
Legacy Bridge
Iowa
$21K – – –
HWMA
1466
Heritage Wealth Management (Arizona)
Arizona
$21K +$21K +242 New
JPLA
1467
Joseph P. Lucia & Associates
New York
$21K +$21K +249 New
JWM
1468
Janiczek Wealth Management
Colorado
$19K – – –
SC
1469
Siena Capital
Ohio
$19K +$19K +228 New
WIM
1470
Westside Investment Management
California
$18.1K – – –
KFS
1471
Kelly Financial Services
Massachusetts
$18.1K +$85 +1 +0.5%
PFA
1472
Professional Financial Advisors
Nebraska
$18K – – –
PWMG
1473
Prestige Wealth Management Group
New Jersey
$17K -$419 -5 -2%
OA
1474
Operose Advisors
Wisconsin
$17K – – –
FPB
1475
First PREMIER Bank
South Dakota
$17K – – –
57 58
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