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Dominion Energy
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Overview Fund Activity

1,435 hedge funds and large institutions have $40.8B invested in Dominion Energy in 2022 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 623 increasing their positions, 473 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,435
Holders Change
-76
Holders Change %
-5.03%
% of All Funds
24.81%
Holding in Top 10
14
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-33.33%
% of All Funds
0.24%
New
83
Increased
623
Reduced
473
Closed
135
Calls
$338M
Puts
$227M
Net Calls
+$111M
Net Calls Change
+$131M

Top Buyers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$716M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$488M
3
BlackRock
BlackRock
New York
$4.07B
4
Vanguard Group
Vanguard Group
Pennsylvania
$5.11B
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.13B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$431M
2
Franklin Resources
Franklin Resources
California
$1.01B
3
Citadel Advisors
Citadel Advisors
Florida
$25.5M
4
Millennium Management
Millennium Management
New York
$0
5
EIP
Epoch Investment Partners
New York
$3.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
1501
Liberty Wealth Management
California
– -$222K -2,784 Closed
AC
1502
Addison Capital
Pennsylvania
– -$221K -2,766 Closed
RAM
1503
Roanoke Asset Management
New Jersey
– -$220K -2,762 Closed
ACM
1504
Advisors Capital Management
New Jersey
– -$220K -2,761 Closed
CAM
1505
Campion Asset Management
Virginia
– -$219K -2,743 Closed
SWA
1506
SFMG Wealth Advisors
Texas
– -$218K -2,736 Closed
LWAC
1507
Laurel Wealth Advisors (California)
California
– -$218K -2,730 Closed
PHS
1508
Pekin Hardy Strauss
Illinois
– -$217K -2,725 Closed
XT
1509
XTX Topco
Cayman Islands
– -$217K -2,724 Closed
YWP
1510
YorkBridge Wealth Partners
New York
– -$217K -2,722 Closed
DE
1511
Day & Ennis
Georgia
– -$216K -2,708 Closed
CPSAC
1512
Chas P. Smith & Associates (CPS)
Florida
– -$213K -2,675 Closed
CAM
1513
Covenant Asset Management
New Jersey
– -$212K -2,659 Closed
WCFA
1514
Walkner Condon Financial Advisors
Wisconsin
– -$212K -2,658 Closed
CAM
1515
Cozad Asset Management
Illinois
– -$212K -2,655 Closed
NAG
1516
Northstar Advisory Group
New Jersey
– -$210K -2,632 Closed
GI
1517
GAMCO Investors
Connecticut
– -$210K -2,625 Closed
KFSC
1518
Keystone Financial Services (Colorado)
Colorado
– -$216K -2,622 Closed
SPWM
1519
Schrum Private Wealth Management
Florida
– -$209K -2,616 Closed
CWM
1520
Cabot Wealth Management
Massachusetts
– -$208K -2,612 Closed
H6H
1521
Hightower 6M Holding
Kansas
– -$208K -2,603 Closed
BEAM
1522
Baker Ellis Asset Management
Washington
– -$206K -2,575 Closed
MA
1523
MJP Associates
Connecticut
– -$205K -2,572 Closed
RT
1524
Rockland Trust
Massachusetts
– -$205K -2,566 Closed
FA
1525
FC Advisory
Pennsylvania
– -$205K -2,564 Closed
59 60
61
62 63