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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 %
CWM
926
Chesapeake Wealth Management
Virginia
$239K -$32.7K -668 -12%
BWL
927
Bogart Wealth LLC
Virginia
$238K -$13.8K -282 -5%
CFS
928
Commonwealth Financial Services
West Virginia
$237K -$9.32K -189 -4%
SVWAG
929
Sound View Wealth Advisors Group
Georgia
$237K -$490 -10 -0.2%
KC
930
Kingfisher Capital
North Carolina
$237K -$25.8K -526 -10%
WAM
931
Walker Asset Management
Missouri
$237K +$2.99K +61 +1%
WAM
932
Wolverine Asset Management
Illinois
$235K – – –
WPW
933
Waldron Private Wealth
Pennsylvania
$233K +$26.3K +537 +13%
IPAM
934
Investment Partners Asset Management
New Jersey
$232K -$5.44K -111 -2%
ST
935
Spinnaker Trust
Maine
$228K – – –
Fisher Asset Management
936
Fisher Asset Management
Washington
$228K +$24.3K +495 +12%
CA
937
Continuum Advisory
Idaho
$227K -$13.6K -278 -6%
LF
938
LifePlan Financial
Minnesota
$227K -$17.5K -358 -7%
VCG
939
Vantage Consulting Group
Virginia
$227K -$15.9K -324 -7%
CPIG
940
Chicago Partners Investment Group
Illinois
$227K -$53.3K -1,001 -19%
HTIM
941
Harbour Trust & Investment Management
Indiana
$225K -$126K -2,565 -36%
VNIM
942
Vaughan Nelson Investment Management
Texas
$225K – – –
LF
943
Lantz Financial
Illinois
$225K -$60.5K -1,235 -21%
RMC
944
Resources Management Corp
Connecticut
$223K -$15.9K -325 -7%
CI
945
CX Institutional
Indiana
$223K +$12.6K +257 +6%
MF
946
Meridian Financial
Massachusetts
$222K +$6.37K +130 +3%
FCAS
947
First Command Advisory Services
Texas
$222K -$55K -1,122 -20%
SMA
948
Sage Mountain Advisors
Georgia
$222K +$222K +4,525 New
CWM
949
Congress Wealth Management
Massachusetts
$221K -$9.02K -184 -4%
S
950
Sunpointe
Missouri
$220K -$72.1K -1,472 -25%
36 37
38
39 40