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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 %
LW
601
Linscomb Wealth
Texas
$640K -$58K -1,184 -8%
PBK
602
Peoples Bank (Kansas)
Kansas
$639K – – –
BFS
603
Bard Financial Services
Connecticut
$637K – – –
VA
604
Vident Advisory
Georgia
$637K +$160K +3,256 +33%
HI
605
Harbour Investments
Wisconsin
$636K -$20.5K -418 -3%
CCG
606
Cypress Capital Group
Florida
$634K -$49.7K -1,015 -7%
TC
607
TownSquare Capital
Utah
$626K +$21.9K +446 +4%
HAG
608
HighPoint Advisor Group
Illinois
$626K -$14.4K -270 -2%
KWA
609
Kingswood Wealth Advisors
California
$626K +$119K +2,433 +24%
DCM
610
Donaldson Capital Management
Indiana
$624K -$3.48K -71 -0.6%
BP
611
Ballentine Partners
Massachusetts
$621K +$31.2K +636 +5%
WS
612
Wedbush Securities
California
$615K +$188K +3,837 +44%
BSW
613
Buckingham Strategic Wealth
Missouri
$613K +$2.4K +49 +0.4%
CWM
614
Campbell Wealth Management
Virginia
$612K -$29.7K -607 -5%
JWM
615
Jeppson Wealth Management
California
$611K +$50.4K +1,028 +9%
HH
616
Hilltop Holdings
Texas
$611K +$8.77K +179 +1%
EFMC
617
Empire Financial Management Company
New York
$610K +$610K +12,454 New
HIC
618
Holderness Investments Company
North Carolina
$606K -$26.7K -544 -4%
ISL
619
Ingalls & Snyder LLC
New York
$605K -$44K -897 -7%
KFGK
620
Keystone Financial Group (Kentucky)
Kentucky
$601K +$4.17K +85 +0.7%
NRD
621
Nebula Research & Development
New York
$600K +$600K +12,238 New
DWP
622
Daymark Wealth Partners
Ohio
$595K +$76.5K +1,562 +15%
CCM
623
Canal Capital Management
Virginia
$593K +$121K +2,467 +26%
Robeco Institutional Asset Management
624
Robeco Institutional Asset Management
Netherlands
$592K – – –
DWT
625
Dorsey & Whitney Trust
South Dakota
$588K -$46.8K -955 -7%
23 24
25
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