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Dominion Energy
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Overview Fund Activity

1,361 hedge funds and large institutions have $35.3B invested in Dominion Energy in 2024 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 482 increasing their positions, 509 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,361
Holders Change
+22
Holders Change %
+1.64%
% of All Funds
18.12%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
171
Increased
482
Reduced
509
Closed
130
Calls
$295M
Puts
$168M
Net Calls
+$127M
Net Calls Change
-$77.8M

Top Buyers

1
BlackRock
BlackRock
New York
+$162M
2
American Century Companies
American Century Companies
Missouri
+$137M
3
Marshall Wace
Marshall Wace
United Kingdom
+$118M
4
Morgan Stanley
Morgan Stanley
New York
+$92.9M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$81.6M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$246M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$124M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$117M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$104M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$93.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
676
Mutual Advisors
Nebraska
$601K +$183K +3,330 +44%
CAMG
677
CWA Asset Management Group
Florida
$599K +$91.6K +1,700 +18%
SC
678
Scotia Capital
Ontario, Canada
$598K +$119K +2,205 +25%
PWP
679
Precedent Wealth Partners
Texas
$598K -$107K -1,985 -15%
PFP
680
Pinnacle Financial Partners
Tennessee
$598K -$7.07K -130 -1%
CWS
681
Confluence Wealth Services
Pennsylvania
$594K +$245K +4,613 +70%
4WM
682
44 Wealth Management
Oregon
$587K -$33.2K -616 -5%
OAM
683
Oxford Asset Management
United Kingdom
$585K +$585K +10,870 New
SWA
684
Stratos Wealth Advisors
Ohio
$585K -$30.4K -565 -5%
LWM
685
LongView Wealth Management
Georgia
$585K +$5.22K +97 +0.9%
BWM
686
BCGM Wealth Management
Indiana
$583K -$48.3K -896 -8%
WS
687
Wedbush Securities
California
$580K +$47.2K +876 +9%
HKAM
688
Horizon Kinetics Asset Management
New York
$579K +$135K +2,500 +30%
GC
689
Grimes & Company
Massachusetts
$574K -$13.6K -252 -2%
RBWA
690
RFG - Bristol Wealth Advisors
Massachusetts
$574K +$574K +10,658 New
MPPLM
691
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$574K +$9.05K +168 +2%
CFB
692
Cullen/Frost Bankers
Texas
$571K -$3.66K -68 -0.6%
KFI
693
Key Financial Inc
Pennsylvania
$571K – – –
BEI
694
Benjamin Edwards Inc
Missouri
$569K -$264K -4,900 -32%
SFS
695
Sharp Financial Services
Pennsylvania
$568K +$132K +2,450 +30%
GWM
696
Geneos Wealth Management
Colorado
$568K -$86K -1,597 -13%
AA
697
Ancora Advisors
Ohio
$563K -$57.3K -1,063 -9%
AAG
698
Armstrong Advisory Group
Massachusetts
$556K +$22.5K +417 +4%
GCP
699
Garda Capital Partners
Minnesota
$556K +$556K +10,319 New
SWM
700
Salvus Wealth Management
New Jersey
$554K +$52.5K +974 +10%
26 27
28
29 30