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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 %
TA
726
TFG Advisers
Michigan
$519K +$27.8K +516 +6%
OHWP
727
Oak Harbor Wealth Partners
North Carolina
$518K +$50.6K +939 +11%
CB
728
Cadence Bank
Mississippi
$515K +$10.2K +189 +2%
CFG
729
Chapman Financial Group
Hawaii
$515K +$515K +9,560 New
FCP
730
Fidelis Capital Partners
Florida
$515K -$7.15K -127 -1%
BPC
731
Bryce Point Capital
New York
$513K +$513K +9,525 New
BPC
732
Bearing Point Capital
Minnesota
$512K +$512K +9,500 New
KWA
733
Kingswood Wealth Advisors
California
$511K -$401K -7,444 -44%
NP
734
NorthRock Partners
Minnesota
$509K -$40.1K -745 -7%
TSWM
735
Triangle Securities Wealth Management
North Carolina
$507K +$22.1K +410 +5%
LJAC
736
L.J. Altfest & Co
New York
$504K +$504K +9,351 New
LFA
737
Legacy Financial Advisors
Kentucky
$501K +$106K +1,966 +27%
RG
738
Renaissance Group
Kentucky
$501K -$4.9K -91 -1%
TFA
739
Teamwork Financial Advisors
Texas
$498K +$498K +9,250 New
EI
740
Ethic Inc
New York
$495K +$205K +3,797 +70%
SFI
741
Siemens Fonds Invest
Germany
$493K – – –
MBTD
742
Mechanics Bank - Trust Department
California
$492K – – –
BJL
743
Brighton Jones LLC
Washington
$489K +$191K +3,553 +64%
SHFA
744
SS&H Financial Advisors
Michigan
$488K – – –
AFG
745
Atomi Financial Group
New York
$482K -$38.2K -710 -7%
EB
746
Eastern Bank
Massachusetts
$479K – – –
HSA
747
HBK Sorce Advisory
Pennsylvania
$476K +$15.2K +283 +3%
UAG
748
United Advisor Group
Ohio
$474K -$62.4K -1,158 -12%
Bessemer Group
749
Bessemer Group
New Jersey
$473K +$2.26K +42 +0.5%
IAS
750
Insigneo Advisory Services
Florida
$470K -$37.3K -692 -7%
28 29
30
31 32