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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 %
IFWM
976
Institute for Wealth Management
Colorado
$205K -$22.3K -456 -10%
PWA
977
Provenance Wealth Advisors
Florida
$205K – – –
GIA
978
Gateway Investment Advisers
Ohio
$204K -$62.3K -1,272 -23%
NPFS
979
Novak & Powell Financial Services
Florida
$204K +$1.76K +36 +0.9%
DJYG
980
David J. Yvars Group
Florida
$203K +$203K +4,141 New
AWA
981
Arkadios Wealth Advisors
Georgia
$203K +$203K +4,141 New
WQ
982
Wealth Quarterback
New Jersey
$202K -$12.7K -259 -6%
SIC
983
Sterling Investment Counsel
New York
$201K -$54.2K -1,107 -21%
CWM
984
Cahaba Wealth Management
Georgia
$200K +$200K +4,086 New
RFA
985
Register Financial Advisors
Georgia
$198K -$19K -387 -9%
MPWT
986
MassMutual Private Wealth & Trust
Connecticut
$195K -$1.49M -30,369 -88%
GI
987
Gradient Investments
Minnesota
$192K +$134K +2,737 +232%
WT
988
Washington Trust
Rhode Island
$191K -$95.3K -1,946 -33%
NSIM
989
North Star Investment Management
Illinois
$188K -$55K -1,122 -23%
NS
990
NBC Securities
Alabama
$186K -$200K -4,091 -52%
WFS
991
Widmann Financial Services
Maryland
$185K +$185K +3,780 New
BLC
992
Brown, Lisle/Cummings
Rhode Island
$185K +$48.5K +990 +36%
DAM
993
Delta Asset Management
Tennessee
$184K -$24.5K -500 -12%
FRA
994
Front Row Advisors
California
$183K -$14.7K -300 -7%
AF
995
Advisornet Financial
Minnesota
$183K -$13K -266 -7%
TF
996
Tompkins Financial
New York
$182K – – –
GBT
997
Grove Bank & Trust
Florida
$178K -$26.7K -544 -13%
SOW
998
State of Wyoming
Wyoming
$169K +$169K +3,457 New
WBWA
999
William B. Walkup & Associates
South Carolina
$167K +$167K +3,408 New
GM
1000
GeoWealth Management
Illinois
$164K +$164K +3,337 New
38 39
40
41 42