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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 %
CDH
876
Charles D. Hyman
$271K – – –
Parallax Volatility Advisers
877
Parallax Volatility Advisers
California
$270K -$26.9K -549 -9%
PTC
878
Private Trust Company
Ohio
$268K -$14.8K -303 -5%
HAG
879
HF Advisory Group
Maryland
$268K +$1.62K +33 +0.6%
LSAG
880
Lake Street Advisors Group
New Hampshire
$268K -$9.7K -198 -3%
OFP
881
OLIO Financial Planning
Virginia
$267K – – –
MA
882
MKT Advisors
California
$267K +$1.24K +25 +0.5%
CAL
883
Capital Analysts LLC
Pennsylvania
$266K +$48.5K +990 +22%
IA
884
IFP Advisors
Florida
$265K -$57.9K -1,181 -18%
SWA
885
SFMG Wealth Advisors
Texas
$265K – – –
LWA
886
Lantern Wealth Advisors
New York
$265K +$539 +11 +0.2%
MWM
887
Meridian Wealth Management
Kentucky
$264K +$264K +5,389 New
BWM
888
Birchcreek Wealth Management
Ohio
$262K – – –
NJIM
889
Nabity-Jensen Investment Management
Nebraska
$261K – – –
KP
890
Keel Point
Alabama
$261K +$261K +4,741 New
DAC
891
Dividend Assets Capital
South Carolina
$261K – – –
UAG
892
United Advisor Group
Ohio
$260K +$260K +5,311 New
BCM
893
Boltwood Capital Management
California
$260K -$34.5K -705 -12%
FLPIM
894
F.L. Putnam Investment Management
Massachusetts
$260K +$24.6K +503 +10%
SFO
895
Stokes Family Office
Louisiana
$259K +$17.2K +350 +7%
SFI
896
Siemens Fonds Invest
Germany
$259K -$173K -3,527 -40%
FIA
897
FNY Investment Advisers
New York
$259K +$259K +5,300 New
OAM
898
Ostrum Asset Management
France
$258K -$20.1K -410 -7%
ATC
899
Adirondack Trust Company
New York
$257K – – –
CWM
900
Cornerstone Wealth Management
Missouri
$257K +$45.1K +921 +21%
34 35
36
37 38