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Dominion Energy
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Overview Fund Activity

1,422 hedge funds and large institutions have $36B invested in Dominion Energy in 2022 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 491 increasing their positions, 589 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,422
Holders Change
-13
Holders Change %
-0.91%
% of All Funds
22.94%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.16%
New
186
Increased
491
Reduced
589
Closed
169
Calls
$348M
Puts
$263M
Net Calls
+$84.2M
Net Calls Change
-$26.8M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$744M
2
Invesco
Invesco
Georgia
$686M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$234M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.42B
5
Citadel Advisors
Citadel Advisors
Florida
$155M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.14B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$23.7M
3
Boston Partners
Boston Partners
Massachusetts
$0
4
Jennison Associates
Jennison Associates
New York
$36.3M
5
BC
Brookfield Corp
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
1526
ERTS Wealth Advisors
Michigan
– -$221K -3,192 Closed
FNB
1527
Farmers National Bank
Kentucky
– -$221K -3,191 Closed
AFG
1528
Allegheny Financial Group
Pennsylvania
– -$220K -3,191 Closed
PIMG
1529
Patriot Investment Management Group
Tennessee
– -$218K -3,156 Closed
WPP
1530
Whalerock Point Partners
Rhode Island
– -$218K -3,152 Closed
WP
1531
WealthShield Partners
North Carolina
– -$218K -3,148 Closed
MIM
1532
MTM Investment Management
South Carolina
– -$217K -3,140 Closed
VBCG
1533
Valley Brook Capital Group
Pennsylvania
– -$215K -3,115 Closed
ACM
1534
Allred Capital Management
Texas
– -$214K -3,109 Closed
DWA
1535
Douglass Winthrop Advisors
New York
– -$214K -3,100 Closed
FIB
1536
First Interstate Bank
Montana
– -$214K -3,095 Closed
T
1537
TCWP
Ohio
– -$211K -3,062 Closed
RGC
1538
Roberts, Glore & Co
Illinois
– -$211K -3,053 Closed
FAG
1539
Fortitude Advisory Group
Washington
– -$210K -3,040 Closed
Fayez Sarofim & Co
1540
Fayez Sarofim & Co
Texas
– -$210K -3,036 Closed
CGA
1541
Crescent Grove Advisors
Illinois
– -$209K -3,030 Closed
FCIM
1542
Fairview Capital Investment Management
California
– -$208K -3,018 Closed
MCWS
1543
McKinley Carter Wealth Services
West Virginia
– -$209K -3,017 Closed
BBNA
1544
Bremer Bank National Association
Minnesota
– -$208K -3,008 Closed
LA
1545
LexAurum Advisors
Kansas
– -$208K -3,008 Closed
SCA
1546
Southern Capital Advisors
Tennessee
– -$207K -3,000 Closed
CWM
1547
Cahaba Wealth Management
Georgia
– -$207K -2,999 Closed
CPO
1548
Cerity Partners OCIO
New York
– -$207K -2,996 Closed
BST
1549
Bath Savings Trust
Maine
– -$206K -2,979 Closed
VCAM
1550
Van Cleef Asset Management
Ohio
– -$203K -2,942 Closed
60 61
62
63 64