D icon

Dominion Energy
D

Overview Fund Activity

1,339 hedge funds and large institutions have $36.5B invested in Dominion Energy in 2024 Q3 according to their latest regulatory filings, with 164 funds opening new positions, 500 increasing their positions, 484 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,339
Holders Change
+73
Holders Change %
+5.77%
% of All Funds
19.37%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
164
Increased
500
Reduced
484
Closed
78
Calls
$373M
Puts
$168M
Net Calls
+$205M
Net Calls Change
+$21.4M

Top Buyers

1
BlackRock
BlackRock
New York
+$300M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$189M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$129M
4
State Street
State Street
Massachusetts
+$78.9M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$75.7M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
-$199M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$135M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$132M
4
UM
UniSuper Management
Australia
-$120M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$87.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RW
776
RVW Wealth
California
$446K – – –
A
777
AlphaQuest
New York
$446K +$446K +7,710 +771,000%
BHA
778
Beech Hill Advisors
New York
$445K – – –
SFO
779
Stokes Family Office
Louisiana
$444K +$138K +2,393 +45%
JCFM
780
JBR Co Financial Management
Oklahoma
$444K +$3.41K +59 +0.8%
QWP
781
Quotient Wealth Partners
Texas
$443K -$3.99K -69 -0.9%
PSB
782
Passumpsic Savings Bank
Vermont
$441K +$11.5K +199 +3%
CWA
783
Centennial Wealth Advisory
Michigan
$441K +$14.9K +258 +3%
BW
784
Bison Wealth
Georgia
$437K +$36.9K +638 +9%
CWM
785
Cornerstone Wealth Management
Missouri
$437K +$134K +2,315 +44%
SWMG
786
Sard Wealth Management Group
Georgia
$433K – – –
CA
787
Cornerstone Advisory
Maryland
$432K +$4.1K +71 +1%
MW
788
Marcum Wealth
Ohio
$431K -$30.4K -526 -7%
Capstone Investment Advisors
789
Capstone Investment Advisors
New York
$429K -$920K -15,925 -68%
CAM
790
Cidel Asset Management
Ontario, Canada
$428K – – –
LKIM
791
Lawson Kroeker Investment Management
Nebraska
$428K – – –
FNWM
792
Financial Network Wealth Management
Utah
$428K – – –
SMC
793
Smith, Moore & Co
Missouri
$427K -$1.85K -32 -0.4%
CAG
794
Crestwood Advisors Group
Massachusetts
$426K +$8.55K +148 +2%
LFA
795
Legacy Financial Advisors
Kentucky
$424K +$11.7K +202 +3%
SEIA
796
Signature Estate & Investment Advisors
California
$423K +$36.5K +631 +9%
MFG
797
MidWestOne Financial Group
Iowa
$421K – – –
IRC
798
Investors Research Corp
Georgia
$421K +$1.97K +34 +0.5%
PAI
799
Pittenger & Anderson Inc
Nebraska
$419K +$246K +4,250 +142%
FFA
800
Fragasso Financial Advisors
Pennsylvania
$418K -$1.5K -26 -0.4%
30 31
32
33 34