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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 %
EFS
551
Essex Financial Services
Connecticut
$870K -$77.3K -1,435 -8%
ACM
552
AlphaStar Capital Management
North Carolina
$869K +$168K +3,120 +24%
IWB
553
Innovative Wealth Building
Maryland
$868K +$868K +16,113 New
FHA
554
First Horizon Advisors
Tennessee
$865K -$8.24K -153 -0.9%
PGF
555
Plan Group Financial
Oklahoma
$864K +$67.3K +1,249 +8%
CTA
556
Chesley Taft & Associates
Illinois
$863K +$1.24K +23 +0.1%
EWA
557
EP Wealth Advisors
California
$860K +$358K +6,654 +71%
PCIA
558
Prime Capital Investment Advisors
Kansas
$855K +$13K +242 +2%
DA
559
Dover Advisors
Virginia
$853K +$4.63K +86 +0.5%
HI
560
Horizon Investments
North Carolina
$852K +$15.8K +294 +2%
VFP
561
Verus Financial Partners
Virginia
$852K +$45.3K +848 +6%
PS
562
Principal Securities
Iowa
$851K +$31.8K +590 +4%
MCM
563
MAI Capital Management
Ohio
$848K -$302K -5,603 -26%
BEC
564
Blue Edge Capital
Virginia
$846K -$485 -9 -0.1%
TC
565
TownSquare Capital
Utah
$844K -$646 -12 -0.1%
HTC
566
Haverford Trust Company
Pennsylvania
$842K -$385K -7,146 -31%
CCIA
567
Campbell & Co Investment Adviser
Maryland
$841K +$841K +15,621 New
CANC
568
Culbertson A N & Co
Virginia
$839K -$111K -2,054 -12%
DWT
569
Dorsey & Whitney Trust
South Dakota
$839K -$141K -2,619 -14%
EWA
570
Exencial Wealth Advisors
Oklahoma
$836K -$15.5K -288 -2%
WAP
571
Wealthcare Advisory Partners
Pennsylvania
$835K +$381K +7,072 +84%
AF
572
Arrow Financial
New York
$835K -$42.3K -786 -5%
PCG
573
Prosperity Consulting Group
Maryland
$835K +$7.54K +140 +0.9%
VFA
574
Valeo Financial Advisors
Indiana
$830K -$17.6K -326 -2%
FNT
575
First National Trust
Pennsylvania
$826K -$70.5K -1,309 -8%
21 22
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