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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 %
ACM
726
AlphaStar Capital Management
North Carolina
$418K +$418K +8,393 New
EWA
727
EP Wealth Advisors
California
$418K +$44.8K +914 +12%
RAM
728
Readystate Asset Management
Illinois
$415K +$415K +8,477 New
PCM
729
Pointe Capital Management
Michigan
$414K -$10.6K -216 -2%
LIM
730
Leavell Investment Management
Alabama
$413K +$41.4K +845 +11%
WAP
731
Wealthcare Advisory Partners
Pennsylvania
$412K -$298K -6,079 -42%
GT
732
Glenview Trust
Kentucky
$409K – – –
FCA
733
FinTrust Capital Advisors
South Carolina
$408K -$16.7K -340 -4%
1IA
734
1620 Investment Advisors
Massachusetts
$407K +$407K +8,307 New
FMWA
735
Forvis Mazars Wealth Advisors
Missouri
$404K +$25.1K +512 +7%
CCM
736
Cullen Capital Management
New York
$403K +$7.4K +151 +2%
FUBT
737
First United Bank & Trust
Maryland
$402K -$17.8K -363 -4%
CRI
738
Commonwealth Retirement Investments
Virginia
$400K -$61.7K -1,259 -13%
SWM
739
SeaCrest Wealth Management
New York
$395K -$12.8K -262 -3%
GFA
740
Gallagher Fiduciary Advisors
Illinois
$392K -$1.06M -21,628 -73%
QCG
741
Quadrant Capital Group
Ohio
$392K +$22.2K +454 +6%
MW
742
Marcum Wealth
Ohio
$391K -$14.1K -288 -3%
WANY
743
Wealthspire Advisors (New York)
New York
$390K +$24.4K +497 +7%
MCM
744
Mainstay Capital Management
Michigan
$390K – – –
DBRC
745
D.B. Root & Company
Pennsylvania
$389K -$304K -6,198 -44%
1SB
746
1ST Source Bank
Indiana
$389K -$28.3K -577 -7%
AC
747
Apella Capital
Connecticut
$385K +$385K +7,782 New
WT
748
Whittier Trust
California
$385K – – –
CA
749
Commerzbank Aktiengesellschaft
Germany
$384K +$10.9K +222 +3%
MCM
750
Manchester Capital Management
Vermont
$383K +$30.4K +620 +9%
28 29
30
31 32