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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 %
KMWM
951
Keudell/Morrison Wealth Management
Oregon
$266K -$185K -3,202 -41%
ICA
952
Infrastructure Capital Advisors
New York
$266K -$289K -4,996 -52%
CI Investments Inc
953
CI Investments Inc
Ontario, Canada
$265K -$142K -2,458 -35%
EI
954
Ethic Inc
New York
$265K -$33.6K -684 -11%
JIP
955
Jaffetilchin Investment Partners
Florida
$265K +$7.92K +137 +3%
PJSIMP
956
P.J. Schmidt Investment Management (PJS)
Wisconsin
$264K -$231K -4,000 -47%
KP
957
Keel Point
Alabama
$263K -$10.5K -182 -4%
SPA
958
Sherbrooke Park Advisers
New York
$263K +$263K +4,551 New
BWL
959
Bogart Wealth LLC
Virginia
$263K -$17.5K -302 -6%
CCA
960
Checchi Capital Advisers
California
$262K +$262K +4,538 New
Luther King Capital Management (LKCM)
961
Luther King Capital Management (LKCM)
Texas
$261K +$5.55K +96 +2%
TBA
962
Tower Bridge Advisors
Pennsylvania
$261K -$84.1K -1,456 -24%
SHFP
963
Second Half Financial Partners
Florida
$260K +$260K +4,506 New
ST
964
Sageworth Trust
Pennsylvania
$260K +$260K +4,500 New
NDSI
965
Newman Dignan & Sheerar Inc
Rhode Island
$259K – – –
AP
966
Aspect Partners
Virginia
$256K – – –
NAMNJ
967
NorthStar Asset Management (New Jersey)
New Jersey
$256K +$1.33K +23 +0.5%
LJHT
968
Laurie J. Hall Trustee
$256K +$116K +2,000 +82%
JFGIW
969
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$255K +$239K +4,133 +1,466%
DBRC
970
D.B. Root & Company
Pennsylvania
$254K -$205K -3,552 -45%
AF
971
Advisornet Financial
Minnesota
$252K +$36.8K +637 +17%
DCM
972
Dudley Capital Management
Virginia
$252K +$252K +4,361 New
AWA
973
Arkadios Wealth Advisors
Georgia
$252K +$12.7K +220 +5%
GIP
974
Greatmark Investment Partners
Georgia
$251K +$251K +4,350 New
TWC
975
TD Waterhouse Canada
Ontario, Canada
$251K +$251K +4,315 New
37 38
39
40 41