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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 %
USCWA
701
U.S. Capital Wealth Advisors
Texas
$551K -$37.3K -693 -6%
BIG
702
Brooklyn Investment Group
New York
$551K +$16.4K +305 +3%
HT
703
Heritage Trust
Oklahoma
$550K +$550K +10,204 New
STA
704
Summit Trail Advisors
New York
$549K +$249K +4,626 +83%
PWMAG
705
Pinnacle Wealth Management Advisory Group
New Jersey
$549K -$40.6K -754 -7%
CA
706
Commerzbank Aktiengesellschaft
Germany
$546K +$51.1K +947 +10%
MWM
707
Modera Wealth Management
New Jersey
$545K +$30.3K +563 +6%
HAG
708
HighPoint Advisor Group
Illinois
$544K -$12.7K -228 -2%
PWA
709
Phoenix Wealth Advisors
North Carolina
$544K +$6.46K +120 +1%
ERIM
710
Eagle Ridge Investment Management
Connecticut
$543K +$17.2K +319 +3%
KA
711
Kovack Advisors
Florida
$542K -$69.6K -1,293 -11%
GT
712
Glenview Trust
Kentucky
$539K – – –
BAM
713
Belpointe Asset Management
Nevada
$538K -$1.01K -18 -0.2%
CCG
714
Cypress Capital Group
Florida
$535K -$187K -3,478 -26%
FPAS
715
Focus Partners Advisor Solutions
Missouri
$534K -$251K -4,657 -32%
RIG
716
RiverFront Investment Group
Virginia
$532K +$61.2K +1,137 +13%
CAAS
717
Capital Asset Advisory Services
Michigan
$532K +$21.5K +393 +4%
HPC
718
HM Payson & Co
Maine
$530K +$21.8K +404 +4%
PA
719
Parallel Advisors
California
$530K +$35.8K +664 +7%
SSA
720
Schonfeld Strategic Advisors
New York
$529K +$12.3K +228 +2%
LIM
721
Longfellow Investment Management
Massachusetts
$528K -$33.9K -630 -6%
OHWA
722
Oak Hill Wealth Advisors
Virginia
$527K +$527K +9,789 New
LIM
723
Leavell Investment Management
Alabama
$526K -$29.2K -543 -5%
WTC
724
WhitTier Trust Company
Nevada
$522K +$19.4K +361 +4%
SWP
725
Sagespring Wealth Partners
Tennessee
$521K +$521K +9,678 New
27 28
29
30 31