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Dominion Energy

1,218 hedge funds and large institutions have $31.2B invested in Dominion Energy in 2024 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 475 increasing their positions, 478 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
-11
Holders Change %
-0.9%
% of All Funds
17.65%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
115
Increased
475
Reduced
478
Closed
112
Calls
$426M
Puts
$197M
Net Calls
+$229M
Net Calls Change
+$74M
Name Holding Trade Value Shares
Change
Shares
Change %
WSFS
601
Wilmington Savings Fund Society
Delaware
$568K +$568K +11,550 New
PT
602
Plimoth Trust
Massachusetts
$565K -$24.3K -495 -4%
LNWWM
603
Laird Norton Wetherby Wealth Management
California
$563K +$35.2K +715 +7%
JWM
604
Jeppson Wealth Management
California
$563K +$281K +5,717 +100%
BWFA
605
Baltimore-Washington Financial Advisors
Maryland
$562K +$2.76K +56 +0.5%
HCM
606
Hall Capital Management
Rhode Island
$559K -$63K -1,280 -10%
SHA
607
Seneca House Advisors
Virginia
$559K +$11.2K +228 +2%
WTC
608
WhitTier Trust Company
Nevada
$558K -$108K -2,202 -16%
EF
609
Empowered Funds
Pennsylvania
$556K +$118K +2,406 +27%
PA
610
Procyon Advisors
Connecticut
$556K -$63.1K -1,283 -10%
TG
611
TCW Group
California
$555K -$95.6K -1,943 -15%
PFA
612
Pathway Financial Advisers
Indiana
$554K -$36.7K -746 -6%
IAS
613
Insigneo Advisory Services
Florida
$554K -$68K -1,383 -11%
PWP
614
Principle Wealth Partners
Connecticut
$553K +$239K +4,854 +76%
GI
615
GAMMA Investing
California
$552K +$222K +4,521 +68%
SWS
616
SYSTM Wealth Solutions
Illinois
$551K -$65.5K -1,331 -11%
AQR Capital Management
617
AQR Capital Management
Connecticut
$548K -$5.83K -119 -1%
VCM
618
Violich Capital Management
California
$544K
SHFA
619
SS&H Financial Advisors
Michigan
$543K -$34.4K -700 -6%
HIMC
620
Heritage Investors Management Corp
Maryland
$542K +$28.3K +575 +6%
SGK
621
Steigerwald Gordon & Koch
Virginia
$539K -$904K -18,379 -63%
USCWA
622
U.S. Capital Wealth Advisors
Texas
$539K +$3.44K +70 +0.6%
EH
623
Equitable Holdings
New York
$534K +$45.7K +929 +9%
GC
624
Grimes & Company
Massachusetts
$534K +$73.2K +1,488 +16%
Lido Advisors
625
Lido Advisors
California
$529K +$51.3K +1,043 +11%