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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 %
PWA
676
Phoenix Wealth Advisors
North Carolina
$485K +$2.5K +51 +0.5%
RG
677
Renaissance Group
Kentucky
$480K +$3.92K +80 +0.8%
ERIM
678
Eagle Ridge Investment Management
Connecticut
$479K -$23.2K -474 -5%
TSWM
679
Triangle Securities Wealth Management
North Carolina
$478K -$21.6K -440 -4%
KA
680
Kovack Advisors
Florida
$477K +$57.6K +1,175 +14%
BAM
681
Belpointe Asset Management
Nevada
$476K +$22.7K +464 +5%
CG
682
Caprock Group
Idaho
$474K +$271K +5,525 +133%
VSQM
683
V-Square Quantitative Management
Illinois
$473K +$27.3K +557 +6%
ACA
684
Aptus Capital Advisors
Alabama
$472K +$78.2K +1,595 +20%
NFG
685
Nations Financial Group
Iowa
$472K +$24.6K +502 +5%
ICA
686
Infrastructure Capital Advisors
New York
$470K -$5.59K -114 -1%
PPC
687
Park Place Capital
Alabama
$469K -$168K -3,436 -26%
EH
688
Equitable Holdings
New York
$469K -$63.8K -1,303 -12%
CCT
689
Chemung Canal Trust
New York
$466K – – –
FNBT
690
FineMark National Bank & Trust
Florida
$463K -$13.5K -276 -3%
SWK
691
Stephen W. Kidder
$463K – – –
TA
692
TFG Advisers
Michigan
$462K +$11.1K +226 +2%
HFRG
693
Houlihan Financial Resource Group
Virginia
$461K +$392 +8 +0.1%
PA
694
Procyon Advisors
Connecticut
$460K -$94.3K -1,925 -17%
WTC
695
WhitTier Trust Company
Nevada
$458K -$98.3K -2,006 -18%
BC
696
Burney Company
Virginia
$456K – – –
SWM
697
Salvus Wealth Management
New Jersey
$455K -$1.67K -34 -0.4%
MA
698
Mutual Advisors
Nebraska
$451K -$1.45M -27,492 -76%
MBTD
699
Mechanics Bank - Trust Department
California
$451K -$29.4K -600 -6%
FG
700
Fiduciary Group
Georgia
$450K -$490 -10 -0.1%
26 27
28
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