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Dominion Energy
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Overview Fund Activity

1,196 hedge funds and large institutions have $27.4B invested in Dominion Energy in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 407 increasing their positions, 528 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,196
Holders Change
-81
Holders Change %
-6.34%
% of All Funds
19.07%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
84
Increased
407
Reduced
528
Closed
148
Calls
$305M
Puts
$173M
Net Calls
+$132M
Net Calls Change
-$20.9M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$730M
2
ZP
2
Zimmer Partners
New York
$239M
3
Goldman Sachs
3
Goldman Sachs
New York
$359M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.05B
5
MAM
5
Magellan Asset Management
Australia
$200M

Top Sellers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$75.7K
3
State Street
3
State Street
Massachusetts
$2.09B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$614M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
201
J.P. Morgan Private Wealth Advisors
California
$5.26M +$8.13K +182 +0.2%
MOACM
202
Mutual of America Capital Management
New York
$5.23M -$141K -3,152 -3%
Janus Henderson Group
203
Janus Henderson Group
United Kingdom
$5.21M -$63.1K -1,412 -1%
BMCM
204
Bryn Mawr Capital Management
Pennsylvania
$5.17M -$172K -3,855 -3%
FMII
205
Farmers & Merchants Investments Inc
Nebraska
$5.17M -$2.55M -57,136 -33%
PAG
206
Private Advisor Group
New Jersey
$5.12M +$395K +8,837 +8%
WFG
207
Wills Financial Group
Virginia
$5.08M -$63.2K -1,415 -1%
HNB
208
Huntington National Bank
Ohio
$5.07M -$789K -17,653 -13%
Wealth Enhancement Advisory Services
209
Wealth Enhancement Advisory Services
Minnesota
$5.05M +$4.62M +103,515 +1,089%
SMDAM
210
Sumitomo Mitsui DS Asset Management
Japan
$4.95M +$98.5K +2,204 +2%
CIC
211
Canal Insurance Company
South Carolina
$4.91M – – –
EIA
212
Edgemoor Investment Advisors
Maryland
$4.86M -$565K -12,648 -10%
ONB
213
Old National Bancorp
Indiana
$4.84M +$175K +3,913 +4%
Envestnet Portfolio Solutions
214
Envestnet Portfolio Solutions
Illinois
$4.83M +$4.83M +108,203 New
BFA
215
Bragg Financial Advisors
North Carolina
$4.77M -$80.7K -1,807 -2%
1IA
216
1834 Investment Advisors
Wisconsin
$4.76M -$12.1K -271 -0.3%
AG
217
Advocate Group
Minnesota
$4.72M -$380K -8,508 -7%
Capital Fund Management (CFM)
218
Capital Fund Management (CFM)
France
$4.59M +$4.59M +102,732 New
Wealthfront Advisers
219
Wealthfront Advisers
California
$4.48M -$419K -9,369 -9%
AI
220
Atria Investments
North Carolina
$4.46M -$227K -5,086 -5%
SOADOR
221
State of Alaska Department of Revenue
Alaska
$4.44M -$184K -4,130 -4%
Pacer Advisors
222
Pacer Advisors
Pennsylvania
$4.43M +$1.65M +36,829 +59%
Fifth Third Bancorp
223
Fifth Third Bancorp
Ohio
$4.43M +$881K +19,725 +25%
SPIA
224
Steward Partners Investment Advisory
New York
$4.35M +$287K +6,421 +7%
ECM
225
Element Capital Management
New York
$4.34M -$854K -19,117 -16%
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