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Dominion Energy
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Overview Fund Activity

1,339 hedge funds and large institutions have $36.5B invested in Dominion Energy in 2024 Q3 according to their latest regulatory filings, with 164 funds opening new positions, 500 increasing their positions, 484 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,339
Holders Change
+73
Holders Change %
+5.77%
% of All Funds
19.37%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
164
Increased
500
Reduced
484
Closed
78
Calls
$373M
Puts
$168M
Net Calls
+$205M
Net Calls Change
+$21.4M

Top Buyers

1
BlackRock
BlackRock
New York
+$300M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$189M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$129M
4
State Street
State Street
Massachusetts
+$78.9M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$75.7M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
-$199M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$135M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$132M
4
UM
UniSuper Management
Australia
-$120M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$87.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
601
AlphaStar Capital Management
North Carolina
$752K +$267K +4,615 +55%
VCA
602
Verdence Capital Advisors
Maryland
$748K -$603K -10,427 -45%
PBK
603
Peoples Bank (Kansas)
Kansas
$747K -$5.78K -100 -0.8%
PI
604
PFG Investments
New York
$745K -$31.9K -552 -4%
HI
605
Harbour Investments
Wisconsin
$740K -$10.3K -179 -1%
MAM
606
Morse Asset Management
Connecticut
$734K +$734K +12,704 New
CAG
607
Csenge Advisory Group
Florida
$729K -$12.7K -226 -2%
AIM
608
Anchor Investment Management
South Carolina
$729K -$397K -6,870 -35%
CCM
609
Chickasaw Capital Management
Tennessee
$725K -$57.8K -1,000 -7%
JWM
610
Jeppson Wealth Management
California
$720K -$578 -10 -0.1%
SLWA
611
San Luis Wealth Advisors
California
$719K +$383K +6,629 +114%
GFPC
612
Global Financial Private Client
Florida
$718K +$718K +12,421 New
KFGK
613
Keystone Financial Group (Kentucky)
Kentucky
$715K +$5.38K +93 +0.8%
JIC
614
Johnson Investment Counsel
Ohio
$714K -$804K -13,916 -53%
HIC
615
Holderness Investments Company
North Carolina
$714K -$982 -17 -0.1%
ISL
616
Ingalls & Snyder LLC
New York
$714K – – –
SC
617
Savant Capital
Illinois
$706K +$24.2K +418 +4%
CCM
618
Canal Capital Management
Virginia
$705K +$5.26K +91 +0.8%
LW
619
Linscomb Wealth
Texas
$702K -$53.2K -920 -7%
GWM
620
Geneos Wealth Management
Colorado
$701K -$2.7M -46,789 -79%
4WM
621
44 Wealth Management
Oregon
$701K +$701K +11,508 New
MLA
622
My Legacy Advisors
Oregon
$701K -$169K -2,930 -19%
Robeco Institutional Asset Management
623
Robeco Institutional Asset Management
Netherlands
$698K – – –
CT
624
Colonial Trust
South Carolina
$697K +$311K +5,373 +80%
SLI
625
Sumitomo Life Insurance
Japan
$696K +$5.43K +94 +0.8%
23 24
25
26 27