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Dominion Energy
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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 %
BBA
801
BLB&B Advisors
Pennsylvania
$417K +$10K +173 +2%
AMBIA
802
Allen Mooney & Barnes Investment Advisors
Georgia
$417K -$5.9K -102 -1%
PWP
803
Private Wealth Partners
California
$416K -$289 -5 -0.1%
FUBT
804
First United Bank & Trust
Maryland
$415K -$59.2K -1,025 -12%
TCMP
805
Thrive Capital Management (Pennsylvania)
Pennsylvania
$413K +$413K +7,148 New
CFP
806
Catalyst Financial Partners
Massachusetts
$403K -$11.4K -198 -3%
PCM
807
Parsons Capital Management
Rhode Island
$401K – – –
RBC
808
Romano Brothers & Co
Illinois
$401K +$401K +6,932 New
DJSG
809
D.J. St. Germain
Massachusetts
$400K -$191K -3,309 -32%
ATC
810
Adirondack Trust Company
New York
$400K +$96.4K +1,669 +32%
LI
811
LRI Investments
Florida
$400K – – –
LC
812
Lindbrook Capital
California
$399K -$36.3K -628 -8%
Koshinski Asset Management
813
Koshinski Asset Management
Illinois
$397K +$693 +12 +0.2%
DFG
814
Delta Financial Group
New Jersey
$396K +$17K +295 +4%
GL
815
Graypoint LLC
New York
$394K -$6.18K -107 -2%
Vontobel Holding
816
Vontobel Holding
Switzerland
$389K +$389K +6,734 New
APG
817
Abacus Planning Group
South Carolina
$388K +$17.5K +302 +5%
CM
818
Capula Management
Cayman Islands
$386K +$386K +6,679 New
JFL
819
Jarislowsky, Fraser Ltd
Quebec, Canada
$384K – – –
BFC
820
Blue Fin Capital
Rhode Island
$383K -$2.25K -39 -0.6%
MA
821
Montag & Associates
Georgia
$382K – – –
CWS
822
Confluence Wealth Services
Pennsylvania
$378K +$82.3K +1,425 +28%
AFT
823
Alpha Family Trust
California
$378K – – –
TPI
824
Trust Point Inc
Wisconsin
$378K -$13.3K -231 -3%
FEM
825
Fulcrum Equity Management
Texas
$376K +$4.33K +75 +1%
31 32
33
34 35