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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 %
CTA
551
Chesley Taft & Associates
Illinois
$763K +$17.2K +350 +2%
AA
552
Ancora Advisors
Ohio
$757K -$24.5K -500 -3%
FCM
553
Fourpath Capital Management
Oklahoma
$757K -$117K -2,392 -13%
VFP
554
Verus Financial Partners
Virginia
$756K -$66.9K -1,366 -8%
SAMC
555
Spectrum Asset Management (California)
California
$755K – – –
HAS
556
HBW Advisory Services
California
$755K +$150K +3,052 +25%
JGUA
557
John G. Ullman & Associates
New York
$749K -$1.08K -22 -0.1%
TAM
558
Tocqueville Asset Management
New York
$747K -$368K -7,500 -33%
Members Trust
559
Members Trust
Florida
$741K +$490K +10,000 +195%
JWCA
560
J.W. Cole Advisors
Florida
$740K +$32.7K +668 +5%
SOAMC
561
Spirit of America Management Corp
New York
$740K – – –
MLA
562
My Legacy Advisors
Oregon
$738K +$13.6K +277 +2%
WCM
563
Whitener Capital Management
North Carolina
$733K -$8.62K -176 -1%
EM
564
Excalibur Management
Massachusetts
$732K +$22.4K +458 +3%
MAS
565
Meeder Advisory Services
Ohio
$727K +$242K +4,938 +50%
BF
566
BOK Financial
Oklahoma
$727K -$293K -5,973 -29%
VIM
567
Vista Investment Management
Pennsylvania
$725K – – –
AFAS
568
Acorn Financial Advisory Services
Virginia
$720K +$3.14K +64 +0.4%
FFA
569
Founders Financial Alliance
North Carolina
$717K +$2.99K +61 +0.4%
ADL
570
Asset Dedication LLC
California
$714K -$23.1K -472 -3%
MFP
571
Meridian Financial Partners
Virginia
$713K -$5.32K -103 -0.7%
SWM
572
Spire Wealth Management
Virginia
$710K -$313K -6,385 -31%
MIM
573
Marco Investment Management
Georgia
$705K – – –
WA
574
Waverly Advisors
Alabama
$704K +$429K +8,750 +156%
SIG
575
Stonegate Investment Group
Alabama
$703K +$63.1K +1,288 +10%
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