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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 %
HAG
901
HF Advisory Group
Maryland
$308K -$8.09K -140 -3%
ZIC
902
ZWJ Investment Counsel
Georgia
$306K -$39.4K -682 -11%
MA
903
MKT Advisors
California
$305K -$9.69K -166 -3%
O
904
Ossiam
France
$305K +$211K +3,659 +227%
CFS
905
Commonwealth Financial Services
West Virginia
$304K +$24.2K +416 +9%
CIA
906
Compass Ion Advisors
Pennsylvania
$304K -$15.8K -273 -5%
ACI
907
Alpha Cubed Investments
California
$300K -$41.8K -724 -12%
KC
908
Kinloch Capital
Virginia
$300K -$44.3K -766 -13%
CC
909
Corton Capital
Ontario, Canada
$299K +$299K +5,172 New
PTC
910
Private Trust Company
Ohio
$299K -$18K -312 -6%
EWM
911
Evercore Wealth Management
New York
$298K -$25.9K -449 -8%
WG
912
Winton Group
United Kingdom
$298K +$298K +5,148 New
ClearBridge Investments
913
ClearBridge Investments
New York
$297K – – –
BFG
914
Berger Financial Group
Minnesota
$295K +$925 +16 +0.3%
SIP
915
Stoneridge Investment Partners
Pennsylvania
$295K – – –
SAM
916
Smartleaf Asset Management
Massachusetts
$295K +$117K +2,051 +66%
ICP
917
Interchange Capital Partners
Pennsylvania
$292K +$6.7K +116 +2%
FLPIM
918
F.L. Putnam Investment Management
Massachusetts
$292K -$14.9K -258 -5%
TAM
919
Titleist Asset Management
Texas
$290K +$290K +5,027 New
LFA
920
Longview Financial Advisors
Alabama
$289K -$578 -10 -0.2%
ADBIC
921
A.D. Beadell Investment Counsel
Wisconsin
$288K – – –
CNBTD
922
Citizens National Bank Trust Department
Mississippi
$287K – – –
BS
923
Banco Santander
Spain
$287K +$287K +4,963 New
FCAS
924
First Command Advisory Services
Texas
$286K +$24.7K +428 +9%
ECM
925
Evergreen Capital Management
Washington
$286K -$9.36K -162 -3%
35 36
37
38 39