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Dominion Energy
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Overview Fund Activity

1,361 hedge funds and large institutions have $35.3B invested in Dominion Energy in 2024 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 482 increasing their positions, 509 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,361
Holders Change
+22
Holders Change %
+1.64%
% of All Funds
18.12%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
171
Increased
482
Reduced
509
Closed
130
Calls
$295M
Puts
$168M
Net Calls
+$127M
Net Calls Change
-$77.8M

Top Buyers

1
BlackRock
BlackRock
New York
+$162M
2
American Century Companies
American Century Companies
Missouri
+$137M
3
Marshall Wace
Marshall Wace
United Kingdom
+$118M
4
Morgan Stanley
Morgan Stanley
New York
+$92.9M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$81.6M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$246M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$124M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$117M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$104M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$93.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IPAM
976
Investment Partners Asset Management
New Jersey
$255K – – –
ESB
977
Essex Savings Bank
Connecticut
$254K +$592 +11 +0.2%
ACP
978
Aviance Capital Partners
Florida
$254K +$254K +4,711 New
MF
979
Meridian Financial
Massachusetts
$254K +$2.05K +38 +0.8%
SAM
980
Shell Asset Management
Netherlands
$253K – – –
BRWM
981
Blue Rock Wealth Management
North Carolina
$251K +$251K +4,629 New
IF
982
Intrua Financial
Texas
$250K -$178K -3,301 -42%
SMA
983
Sage Mountain Advisors
Georgia
$249K -$1.67K -31 -0.7%
CB
984
CNB Bank
Pennsylvania
$248K -$64.1K -1,191 -21%
VNIM
985
Vaughan Nelson Investment Management
Texas
$248K – – –
CFG
986
Citizens Financial Group
Rhode Island
$246K -$47.5K -882 -16%
SHFP
987
Second Half Financial Partners
Florida
$246K +$3.45K +64 +1%
PJSIMP
988
P.J. Schmidt Investment Management (PJS)
Wisconsin
$246K – – –
SWAG
989
Spectrum Wealth Advisory Group
California
$245K +$245K +4,548 New
FLPIM
990
F.L. Putnam Investment Management
Massachusetts
$245K -$26.9K -500 -10%
MA
991
MKT Advisors
California
$245K -$44.1K -797 -15%
Luther King Capital Management (LKCM)
992
Luther King Capital Management (LKCM)
Texas
$243K – – –
TBA
993
Tower Bridge Advisors
Pennsylvania
$243K – – –
AC
994
Avestar Capital
New York
$243K +$33.8K +628 +16%
GM
995
GeoWealth Management
Illinois
$242K +$74.2K +1,377 +44%
GVAG
996
Great Valley Advisor Group
Delaware
$242K -$6.1K -113 -2%
LSA
997
Lion Street Advisors
Texas
$242K -$10.3K -191 -4%
VCA
998
Verdence Capital Advisors
Maryland
$241K -$456K -8,470 -65%
IFS
999
Ifrah Financial Services
Arkansas
$241K -$12.7K -235 -5%
DCM
1000
Dudley Capital Management
Virginia
$240K +$5.39K +100 +2%
38 39
40
41 42