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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 %
LC
851
LCNB Corp
Ohio
$286K +$73.6K +1,502 +35%
OPA
852
Old Port Advisors
Maine
$285K -$78.4K -1,601 -22%
SLWA
853
San Luis Wealth Advisors
California
$285K +$285K +5,809 New
RCAG
854
Rehmann Capital Advisory Group
Michigan
$284K +$15.3K +313 +6%
PA
855
Prossimo Advisors
California
$283K -$59.2K -1,208 -17%
C
856
CEDRUS
Colorado
$282K -$7.94K -162 -3%
AL
857
Aspiriant LLC
California
$282K -$42.6K -870 -13%
RWA
858
River Wealth Advisors
Pennsylvania
$281K -$78.8K -1,609 -22%
SAM
859
Summit Asset Management
Tennessee
$281K +$39.4K +804 +16%
BCA
860
Bay Colony Advisors
Massachusetts
$280K +$280K +5,720 New
CFG
861
Citizens Financial Group
Rhode Island
$279K +$61.7K +1,259 +28%
AAB
862
ABN AMRO Bank
Netherlands
$278K – – –
SIC
863
Salem Investment Counselors
North Carolina
$278K +$13.9K +283 +5%
WPC
864
Wedmont Private Capital
Pennsylvania
$277K +$26.2K +504 +10%
SCTC
865
Sanibel Captiva Trust Company
Florida
$276K +$276K +5,623 New
EWM
866
Evercore Wealth Management
New York
$275K – – –
MLL
867
Moody Lynn & Lieberson
Massachusetts
$274K – – –
FWIA
868
Fort Washington Investment Advisors
Ohio
$274K -$49 -1 -0%
FMC
869
First Merchants Corp
Indiana
$273K -$130K -2,645 -32%
NAG
870
Northstar Advisory Group
New Jersey
$272K +$272K +5,560 New
CAM
871
Cobblestone Asset Management
Virginia
$272K +$49 +1 +0%
EC
872
Elequin Capital
New York
$272K +$272K +5,578 New
CIA
873
Compass Ion Advisors
Pennsylvania
$272K – – –
IA
874
IFG Advisory
Georgia
$272K +$272K +5,543 New
WI
875
WrapManager Inc
California
$271K -$106K -2,164 -28%
33 34
35
36 37