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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 %
AMBIA
776
Allen Mooney & Barnes Investment Advisors
Georgia
$359K -$8.82K -180 -2%
MFG
777
MidWestOne Financial Group
Iowa
$357K -$57.8K -1,180 -14%
FFA
778
Fragasso Financial Advisors
Pennsylvania
$356K +$5.59K +114 +2%
IRC
779
Investors Research Corp
Georgia
$355K – – –
MGIA
780
Moneta Group Investment Advisors
Missouri
$354K -$60K -1,225 -15%
CAG
781
Crestwood Advisors Group
Massachusetts
$354K -$29.8K -608 -8%
PWP
782
Private Wealth Partners
California
$353K – – –
WIA
783
World Investment Advisors
California
$352K +$352K +7,185 New
CFP
784
Catalyst Financial Partners
Massachusetts
$352K -$980 -20 -0.3%
SSWM
785
Sheets Smith Wealth Management
North Carolina
$350K +$5.78K +118 +2%
LFA
786
Legacy Financial Advisors
Kentucky
$350K +$350K +7,142 New
CAAS
787
Capital Asset Advisory Services
Michigan
$349K -$105K -2,132 -23%
LI
788
LRI Investments
Florida
$349K +$319K +6,501 +1,062%
MC
789
Machina Capital
France
$348K +$348K +7,104 New
BBA
790
BLB&B Advisors
Pennsylvania
$345K -$16.7K -340 -5%
SC
791
Shay Capital
New York
$345K +$345K +7,050 New
CI Investments Inc
792
CI Investments Inc
Ontario, Canada
$345K +$23.1K +472 +7%
ETC
793
Exchange Traded Concepts
Oklahoma
$343K +$287K +5,850 +508%
BW
794
Bison Wealth
Georgia
$340K – – –
PCM
795
Parsons Capital Management
Rhode Island
$340K – – –
GL
796
Graypoint LLC
New York
$339K -$9.6K -196 -3%
Koshinski Asset Management
797
Koshinski Asset Management
Illinois
$339K +$34.8K +703 +11%
HT
798
Heritage Trust
Oklahoma
$339K +$40.8K +832 +14%
BJL
799
Brighton Jones LLC
Washington
$336K +$12.7K +259 +4%
IPWA
800
International Private Wealth Advisors
California
$332K +$4.41K +90 +1%
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32
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