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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 %
BCWM
851
Bartlett & Co Wealth Management
Ohio
$346K – – –
CGL
852
Clarius Group LLC
Washington
$345K -$9.92K -172 -3%
BMWM
853
Brown Miller Wealth Management
Virginia
$344K +$694 +12 +0.2%
AC
854
ASB Consultores
Florida
$344K +$45.9K +795 +15%
DAS
855
Dynamic Advisor Solutions
Arizona
$343K -$28.4K -491 -8%
BCA
856
Bay Colony Advisors
Massachusetts
$342K +$11.6K +200 +3%
HCM
857
Howard Capital Management
Georgia
$342K +$342K +5,915 New
ST
858
Smithfield Trust
Pennsylvania
$341K – – –
NB
859
Northwest Bancshares
Pennsylvania
$339K -$23.2K -401 -6%
MAM
860
Mystic Asset Management
Rhode Island
$338K -$4.91K -85 -1%
Kovitz Investment Group Partners
861
Kovitz Investment Group Partners
Illinois
$338K +$338K +16,953 New
MPM
862
MBB Public Markets
Illinois
$338K -$3.15M -54,485 -90%
VCM
863
Violich Capital Management
California
$338K – – –
LC
864
LCNB Corp
Ohio
$337K – – –
CB
865
CNB Bank
Pennsylvania
$335K -$53.2K -920 -14%
LGG
866
Luts & Greenleigh Group
Maryland
$334K -$19.2K -332 -5%
FNBTCON
867
First National Bank & Trust Co of Newtown
Pennsylvania
$333K -$3.76K -65 -1%
RCAG
868
Rehmann Capital Advisory Group
Michigan
$333K -$2.37K -41 -0.7%
AL
869
Aspiriant LLC
California
$332K +$231 +4 +0.1%
OPA
870
Old Port Advisors
Maine
$331K -$5.03K -87 -1%
SIC
871
Salem Investment Counselors
North Carolina
$331K +$2.31K +40 +0.7%
PP
872
PDT Partners
New York
$329K +$329K +5,700 New
PA
873
Procyon Advisors
Connecticut
$328K -$213K -3,698 -39%
WPC
874
Wedmont Private Capital
Pennsylvania
$328K +$24K +420 +8%
APM
875
Advanced Portfolio Management
New York
$325K -$282K -4,882 -46%
33 34
35
36 37