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Dominion Energy

1,218 hedge funds and large institutions have $31.2B invested in Dominion Energy in 2024 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 475 increasing their positions, 478 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
-11
Holders Change %
-0.9%
% of All Funds
17.65%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
115
Increased
475
Reduced
478
Closed
112
Calls
$426M
Puts
$197M
Net Calls
+$229M
Net Calls Change
+$74M
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
876
Sterling Investment Counsel
New York
$256K +$6.15K +125 +2%
NCM
877
Novare Capital Management
North Carolina
$255K +$255K +5,177 New
CL
878
Choreo LLC
Illinois
$254K +$11.3K +230 +5%
CTA
879
Colonial Trust Advisors
South Carolina
$253K -$45K -914 -15%
SCM
880
Shelton Capital Management
Colorado
$252K -$4.92K -100 -2%
BWL
881
Bogart Wealth LLC
Virginia
$252K -$89.5K -1,819 -26%
FZCM
882
Flynn Zito Capital Management
New York
$252K +$33.7K +686 +15%
Members Trust
883
Members Trust
Florida
$252K -$3.69K -75 -1%
BFG
884
Berger Financial Group
Minnesota
$250K +$250K +5,089 New
FBB
885
Fulton Breakefield Broenniman
Maryland
$247K -$9.84K -200 -4%
LFA
886
Longview Financial Advisors
Alabama
$246K
STA
887
Summit Trail Advisors
New York
$246K -$46.9K -953 -16%
LF
888
LifePlan Financial
Minnesota
$245K +$245K +4,990 New
LSA
889
Lion Street Advisors
Texas
$245K
NSIM
890
North Star Investment Management
Illinois
$244K +$6K +122 +3%
VCG
891
Vantage Consulting Group
Virginia
$243K +$1.08K +22 +0.4%
SFO
892
Stokes Family Office
Louisiana
$243K +$394 +8 +0.2%
SAM
893
Summit Asset Management
Tennessee
$242K
SP
894
Symmetry Partners
Connecticut
$241K
RMC
895
Resources Management Corp
Connecticut
$240K -$58.1K -1,180 -19%
WPC
896
Wedmont Private Capital
Pennsylvania
$239K +$29.5K +596 +14%
SVWAG
897
Sound View Wealth Advisors Group
Georgia
$239K -$45.5K -925 -16%
VWA
898
Visionary Wealth Advisors
Illinois
$238K -$35K -711 -13%
IPAM
899
Investment Partners Asset Management
New Jersey
$238K
CWP
900
Concord Wealth Partners
Virginia
$237K -$12.8K -260 -5%