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Dominion Energy
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Overview Fund Activity

1,266 hedge funds and large institutions have $31.1B invested in Dominion Energy in 2024 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 434 increasing their positions, 506 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,266
Holders Change
+48
Holders Change %
+3.94%
% of All Funds
18.41%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
138
Increased
434
Reduced
506
Closed
73
Calls
$302M
Puts
$119M
Net Calls
+$183M
Net Calls Change
-$45.2M

Top Buyers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$253M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$252M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$196M
4
JAM
Jupiter Asset Management
United Kingdom
+$67.9M
5
BlackRock
BlackRock
New York
+$55.4M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$251M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$118M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$116M
4
Citadel Advisors
Citadel Advisors
Florida
-$110M
5
Federated Hermes
Federated Hermes
Pennsylvania
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
501
Valeo Financial Advisors
Indiana
$906K -$16.9K -344 -2%
ITC
502
Inspire Trust Company
Nevada
$905K +$425K +8,670 +88%
WW
503
Waterfront Wealth
Kansas
$903K +$20.9K +427 +2%
SW
504
SteelPeak Wealth
California
$899K +$104K +2,120 +13%
FNT
505
First National Trust
Pennsylvania
$898K -$224K -4,562 -20%
CCM
506
Chiron Capital Management
Florida
$897K -$524K -10,700 -37%
SSA
507
Schonfeld Strategic Advisors
New York
$896K +$896K +18,289 New
WC
508
Woodstock Corp
Massachusetts
$890K +$109K +2,225 +14%
BPA
509
Beacon Pointe Advisors
California
$888K -$345K -7,040 -28%
RC
510
RBO & Co
California
$881K -$2.39M -48,809 -73%
TPA
511
Trivium Point Advisory
Connecticut
$880K +$58.8K +1,200 +7%
BFEC
512
Benjamin F. Edwards & Company
Missouri
$873K -$147K -2,999 -14%
GAMC
513
Garner Asset Management Corp
Texas
$872K +$108K +2,214 +14%
SB
514
Simmons Bank
Arkansas
$864K -$39.6K -808 -4%
MMA
515
Miracle Mile Advisors
California
$853K -$12.2K -249 -1%
UB
516
UMB Bank
Missouri
$853K -$203K -4,142 -19%
CFGS
517
Concourse Financial Group Securities
Alabama
$849K -$87.4K -1,784 -9%
GI
518
GAMMA Investing
California
$841K +$291K +5,937 +53%
TNB
519
Thomasville National Bank
Georgia
$838K -$120K -2,445 -13%
SC
520
SouthState Corp
Florida
$838K -$76K -1,550 -8%
PCIA
521
Prime Capital Investment Advisors
Kansas
$831K -$1.14M -23,273 -58%
BMSSC
522
B. Metzler seel. Sohn & Co
Germany
$831K – – –
Lido Advisors
523
Lido Advisors
California
$827K +$300K +6,118 +57%
GRP
524
Global Retirement Partners
California
$825K +$225K +4,599 +38%
SFA
525
Sequoia Financial Advisors
Ohio
$825K +$86.3K +1,762 +12%
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