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Dominion Energy
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Overview Fund Activity

1,361 hedge funds and large institutions have $35.3B invested in Dominion Energy in 2024 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 482 increasing their positions, 509 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,361
Holders Change
+22
Holders Change %
+1.64%
% of All Funds
18.12%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
171
Increased
482
Reduced
509
Closed
130
Calls
$295M
Puts
$168M
Net Calls
+$127M
Net Calls Change
-$77.8M

Top Buyers

1
BlackRock
BlackRock
New York
+$162M
2
American Century Companies
American Century Companies
Missouri
+$137M
3
Marshall Wace
Marshall Wace
United Kingdom
+$118M
4
Morgan Stanley
Morgan Stanley
New York
+$92.9M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$81.6M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$246M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$124M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$117M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$104M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$93.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMO
526
Beck Mack & Oliver
New York
$948K -$73.9K -1,372 -7%
FRA
527
Frank Rimerman Advisors
California
$931K +$32.4K +601 +4%
EWM
528
Elmwood Wealth Management
California
$931K -$41.5K -771 -4%
UB
529
UMB Bank
Missouri
$930K +$35K +649 +4%
TCM
530
Teza Capital Management
Illinois
$921K +$921K +17,108 New
GFPC
531
Global Financial Private Client
Florida
$921K +$252K +4,672 +38%
TCOV
532
Trust Company of Vermont
Vermont
$920K -$53.1K -985 -5%
SW
533
SteelPeak Wealth
California
$918K +$86.1K +1,599 +10%
MC
534
Meketa Capital
Massachusetts
$916K +$916K +17,009 New
MIG
535
Meketa Investment Group
Massachusetts
$916K +$916K +17,009 New
BMSSC
536
B. Metzler seel. Sohn & Co
Germany
$913K – – –
SG
537
StoneX Group
New York
$913K +$579K +10,754 +174%
SOAMC
538
Spirit of America Management Corp
New York
$908K +$94.3K +1,750 +12%
UAS
539
United Asset Strategies
New York
$905K -$2.64K -49 -0.3%
DCM
540
Donaldson Capital Management
Indiana
$903K +$13.3K +247 +1%
MIF
541
Mediolanum International Funds
Ireland
$896K +$183K +3,413 +26%
BPA
542
Beacon Pointe Advisors
California
$894K -$297K -5,519 -25%
S
543
SignatureFD
Georgia
$893K -$6.36K -118 -0.7%
SFG
544
Sovereign Financial Group
Connecticut
$889K +$32K +594 +4%
GT
545
Greenleaf Trust
Michigan
$889K +$18.8K +349 +2%
TPA
546
Trivium Point Advisory
Connecticut
$885K -$27K -502 -3%
VA
547
Vident Advisory
Georgia
$882K +$151K +2,806 +21%
SB
548
Simmons Bank
Arkansas
$878K -$62.2K -1,155 -7%
CF
549
Claris Financial
Virginia
$878K +$878K +16,302 New
EF
550
Empowered Funds
Pennsylvania
$874K +$95.2K +1,767 +12%
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