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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 %
TWPM
826
Total Wealth Planning & Management
Florida
$396K +$396K +7,348 New
IIA
827
ICW Investment Advisors
Arizona
$396K -$88.3K -1,639 -18%
PVI
828
Pine Valley Investments
New Jersey
$395K +$104K +1,930 +36%
CA
829
Cornerstone Advisory
Maryland
$394K -$21.9K -394 -5%
MFG
830
MidWestOne Financial Group
Iowa
$393K – – –
IRC
831
Investors Research Corp
Georgia
$392K – – –
GL
832
Graypoint LLC
New York
$392K +$24.6K +457 +7%
PAI
833
Pittenger & Anderson Inc
Nebraska
$390K – – –
CAG
834
Crestwood Advisors Group
Massachusetts
$390K -$6.25K -116 -2%
BCA
835
Bay Colony Advisors
Massachusetts
$388K +$68.9K +1,279 +22%
MW
836
Marcum Wealth
Ohio
$387K -$14.7K -273 -4%
BB
837
Busey Bank
Illinois
$386K +$55.3K +1,026 +17%
SS
838
Sunbelt Securities
Texas
$383K +$41K +761 +12%
LCM
839
Landscape Capital Management
New Jersey
$379K +$379K +7,042 New
FMC
840
First Merchants Corp
Indiana
$378K +$31K +575 +9%
ADBIC
841
A.D. Beadell Investment Counsel
Wisconsin
$377K +$108K +2,000 +40%
CCM
842
Chiron Capital Management
Florida
$377K -$178K -3,300 -32%
SFO
843
Stokes Family Office
Louisiana
$376K -$37.9K -704 -9%
PWP
844
Private Wealth Partners
California
$374K -$13.5K -250 -3%
PCM
845
Parsons Capital Management
Rhode Island
$374K – – –
RBC
846
Romano Brothers & Co
Illinois
$373K – – –
HCM
847
Howard Capital Management
Georgia
$373K +$54.2K +1,007 +17%
FFA
848
Fragasso Financial Advisors
Pennsylvania
$368K -$21.4K -397 -5%
SGAM
849
Smith Group Asset Management
Texas
$366K +$366K +6,800 New
DFG
850
Delta Financial Group
New Jersey
$366K -$3.45K -64 -0.9%
32 33
34
35 36