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Dominion Energy

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
Name Holding Trade Value Shares
Change
Shares
Change %
CAS
1451
Coppell Advisory Solutions
Texas
-$42.2K -689 Closed
MUMSS
1452
Mitsubishi UFJ Morgan Stanley Securities
Japan
-$35K -570 Closed
SC
1453
Seldon Capital
California
-$33.9K -553 Closed
VWM
1454
Valley Wealth Managers
New Jersey
-$30.7K -500 Closed
CSWM
1455
Cassady Schiller Wealth Management
Ohio
-$30.7K -500 Closed
RFS
1456
Retirement Financial Solutions
Tennessee
-$28.8K -470 Closed
LWP
1457
Laurel Wealth Planning
Minnesota
-$24.5K -400 Closed
EE
1458
EWG Elevate
California
-$23.2K -378 Closed
FA
1459
Fiduciary Alliance
South Carolina
-$20.6K -335 Closed
DWP
1460
Destiny Wealth Partners
Florida
-$20.3K -331 Closed
AF
1461
Affiance Financial
Minnesota
-$19.8K -323 Closed
TAIM
1462
TD Ameritrade Investment Management
Nebraska
-$17K -277 Closed
Optiver Holding
1463
Optiver Holding
Netherlands
-$17K -273 Closed
LAM
1464
Lakewood Asset Management
Illinois
-$13K -209 Closed
RFG
1465
RFP Financial Group
Georgia
-$12.3K -200 Closed
ACP
1466
Arcus Capital Partners
Georgia
-$12.1K -197 Closed
AWM
1467
Activest Wealth Management
Florida
-$11K -180 Closed
TFGT
1468
TS Financial Group (TSFG)
Illinois
-$9K -150 Closed
FFA
1469
Fairfield Financial Advisors
Massachusetts
-$8.89K -145 Closed
CYG
1470
Clean Yield Group
Vermont
-$8.4K -137 Closed
MWM
1471
MinichMacGregor Wealth Management
New York
-$7.17K -117 Closed
NIC
1472
Northwest Investment Counselors
Oregon
-$6.75K -110 Closed
CMA
1473
Cedar Mountain Advisors
Oregon
-$5.09K -83 Closed
RTL
1474
Red Tortoise LLC
Georgia
-$3.37K -55 Closed
MPCL
1475
My Personal CFO LLC
Washington
-$1.72K -28 Closed