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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
$3.84B
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$488M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$130M
4
State Street
State Street
Massachusetts
$2.56B
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$75.7M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
$134M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$162M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$988M
4
UM
UniSuper Management
Australia
$3.03M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$247M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
926
Ardsley Advisory Partners
Connecticut
$286K +$286K +4,950 New
NFA
927
Northwest Financial Advisors
Virginia
$286K +$289 +5 +0.1%
CWP
928
Concord Wealth Partners
Virginia
$285K +$982 +17 +0.3%
WAM
929
Walker Asset Management
Missouri
$284K +$5.43K +94 +2%
SVWAG
930
Sound View Wealth Advisors Group
Georgia
$284K +$4.57K +79 +2%
KC
931
Kingfisher Capital
North Carolina
$283K +$3.24K +56 +1%
SCM
932
Shelton Capital Management
Colorado
$279K -$17.5K -302 -6%
WAM
933
Wolverine Asset Management
Illinois
$277K – – –
FZCM
934
Flynn Zito Capital Management
New York
$277K -$22.1K -383 -7%
CI
935
CX Institutional
Indiana
$276K +$12.7K +220 +5%
HA
936
Herold Advisors
New York
$275K +$275K +4,760 New
MIM
937
Morningstar Investment Management
Illinois
$274K -$70.3K -1,235 -20%
IPAM
938
Investment Partners Asset Management
New Jersey
$273K – – –
CAS
939
Coppell Advisory Solutions
Texas
$273K +$201K +3,519 +281%
SAM
940
Shell Asset Management
Netherlands
$272K +$272K +4,703 New
ESB
941
Essex Savings Bank
Connecticut
$272K +$28.9K +500 +12%
CWA
942
CJM Wealth Advisers
Virginia
$272K +$15.7K +271 +6%
IFS
943
Ifrah Financial Services
Arkansas
$272K +$272K +4,702 New
LSA
944
Lion Street Advisors
Texas
$270K -$29.5K -510 -10%
MF
945
Meridian Financial
Massachusetts
$270K +$7.8K +135 +3%
SMA
946
Sage Mountain Advisors
Georgia
$269K +$7.86K +136 +3%
ST
947
Spinnaker Trust
Maine
$269K – – –
OFP
948
OLIO Financial Planning
Virginia
$267K – – –
VNIM
949
Vaughan Nelson Investment Management
Texas
$266K – – –
GVAG
950
Great Valley Advisor Group
Delaware
$266K +$266K +4,604 New
36 37
38
39 40