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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 %
CI
651
CacheTech Inc
Utah
$536K +$536K +10,938 New
PWMAG
652
Pinnacle Wealth Management Advisory Group
New Jersey
$535K +$9.56K +195 +2%
GC
653
Grimes & Company
Massachusetts
$531K -$1.03K -21 -0.2%
MA
654
MONECO Advisors
Connecticut
$531K +$48.8K +996 +10%
FDCDDQ
655
Federation des caisses Desjardins du Quebec
Quebec, Canada
$527K +$517K +10,561 +5,281%
PWP
656
Precedent Wealth Partners
Texas
$526K +$145K +2,950 +38%
SHA
657
Seneca House Advisors
Virginia
$525K -$31.7K -646 -6%
PFA
658
Pathway Financial Advisers
Indiana
$521K -$29.7K -608 -5%
KFI
659
Key Financial Inc
Pennsylvania
$518K – – –
DTL
660
Dynamic Technology Lab
Singapore
$516K +$516K +10,530 New
APM
661
Advanced Portfolio Management
New York
$515K – – –
LIM
662
Longfellow Investment Management
Massachusetts
$508K +$3.53K +72 +0.7%
MWM
663
Modera Wealth Management
New Jersey
$508K -$3.23K -66 -0.6%
HSA
664
HBK Sorce Advisory
Pennsylvania
$503K +$13.5K +276 +3%
DJSG
665
D.J. St. Germain
Massachusetts
$502K +$161K +3,294 +47%
BONH
666
Bank of New Hampshire
New Hampshire
$501K -$266K -5,423 -35%
NC
667
NovaPoint Capital
Georgia
$501K +$501K +10,218 New
PPW
668
Parcion Private Wealth
Washington
$498K -$25.9K -528 -5%
HPC
669
HM Payson & Co
Maine
$498K +$17.9K +366 +4%
FIA
670
Foundations Investment Advisors
Arizona
$497K +$50.2K +1,024 +11%
CP
671
Camelot Portfolios
Ohio
$496K +$496K +10,115 New
FCP
672
Fidelis Capital Partners
Florida
$495K -$49.5K -899 -9%
SFI
673
SPC Financial Inc
Maryland
$495K -$9.8K -200 -2%
NP
674
NorthRock Partners
Minnesota
$486K +$6.22K +127 +1%
AAG
675
Armstrong Advisory Group
Massachusetts
$486K -$3.63K -74 -0.7%
25 26
27
28 29