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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 %
MHS
901
M Holdings Securities
Oregon
$255K +$255K +5,198 New
LSA
902
Lion Street Advisors
Texas
$254K -$735 -15 -0.3%
FZCM
903
Flynn Zito Capital Management
New York
$254K +$2.6K +53 +1%
CAM
904
Campion Asset Management
Virginia
$253K -$9.8K -200 -4%
AC
905
ASB Consultores
Florida
$253K +$27.3K +557 +12%
ClearBridge Investments
906
ClearBridge Investments
New York
$252K +$32.3K +659 +15%
SCM
907
Shelton Capital Management
Colorado
$251K -$98 -2 -0%
CTA
908
Colonial Trust Advisors
South Carolina
$251K -$931 -19 -0.4%
CWS
909
Confluence Wealth Services
Pennsylvania
$251K -$40.4K -825 -14%
ECM
910
Evergreen Capital Management
Washington
$251K +$16.7K +340 +7%
SIP
911
Stoneridge Investment Partners
Pennsylvania
$250K -$1.67M -34,138 -87%
GCS
912
Gordian Capital (Singapore)
Singapore
$250K +$250K +5,100 New
BFG
913
Berger Financial Group
Minnesota
$249K – – –
QCM
914
QRG Capital Management
Illinois
$248K -$22.5K -459 -8%
FFA
915
Farther Finance Advisors
California
$247K +$31.9K +665 +15%
PVI
916
Pine Valley Investments
New Jersey
$247K -$18.4K -375 -7%
LFA
917
Longview Financial Advisors
Alabama
$245K – – –
ADBIC
918
A.D. Beadell Investment Counsel
Wisconsin
$245K +$245K +5,000 New
CNBTD
919
Citizens National Bank Trust Department
Mississippi
$244K -$63.7K -1,300 -21%
NFA
920
Northwest Financial Advisors
Virginia
$242K -$32.9K -671 -12%
ICP
921
Interchange Capital Partners
Pennsylvania
$242K +$242K +4,938 New
AF
922
Apexium Financial
Texas
$241K +$241K +4,925 New
FBB
923
Fulton Breakefield Broenniman
Maryland
$241K -$5.68K -116 -2%
CWP
924
Concord Wealth Partners
Virginia
$240K +$3.87K +79 +2%
SP
925
Symmetry Partners
Connecticut
$240K – – –
35 36
37
38 39