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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 %
KMWM
751
Keudell/Morrison Wealth Management
Oregon
$382K -$50.5K -1,031 -12%
CBT
752
Central Bank & Trust
Kentucky
$380K -$58.2K -1,187 -13%
ILI
753
Invesco LLC (Illinois)
Illinois
$380K – – –
SC
754
Saturna Capital
Washington
$380K +$49K +1,000 +15%
QWP
755
Quotient Wealth Partners
Texas
$379K +$43.8K +893 +13%
RW
756
RVW Wealth
California
$379K – – –
LWAM
757
Legacy Wealth Asset Management
Minnesota
$378K +$25.4K +519 +7%
FBT
758
First Bankers Trust
Kentucky
$378K -$3.63K -74 -1%
BHA
759
Beech Hill Advisors
New York
$378K – – –
PA
760
Parallel Advisors
California
$377K +$8.43K +172 +2%
MFG
761
Merit Financial Group
Georgia
$374K -$78.9K -1,610 -17%
SWM
762
Shelton Wealth Management
Texas
$374K +$374K +7,634 New
JCFM
763
JBR Co Financial Management
Oklahoma
$373K – – –
CCA
764
Cobblestone Capital Advisors
New York
$372K +$1.27K +26 +0.3%
LC
765
Lindbrook Capital
California
$369K -$110K -2,252 -23%
SWMG
766
Sard Wealth Management Group
Georgia
$367K – – –
PSB
767
Passumpsic Savings Bank
Vermont
$365K +$29.3K +598 +9%
SMC
768
Smith, Moore & Co
Missouri
$364K +$147 +3 +0%
CAM
769
Cidel Asset Management
Ontario, Canada
$363K – – –
LKIM
770
Lawson Kroeker Investment Management
Nebraska
$363K -$20.8K -425 -5%
FIM
771
Fruth Investment Management
Texas
$363K -$12.2K -250 -3%
FNWM
772
Financial Network Wealth Management
Utah
$363K +$363K +7,417 New
AAS
773
Ameritas Advisory Services
Nebraska
$363K -$30.6K -624 -8%
CA
774
Cornerstone Advisory
Maryland
$363K -$10.3K -211 -3%
CWA
775
Centennial Wealth Advisory
Michigan
$362K +$9.75K +199 +3%
29 30
31
32 33