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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 %
PWAM
1001
Pinnacle West Asset Management
Wyoming
$238K +$238K +4,120 New
SIC
1002
Sterling Investment Counsel
New York
$237K – – –
CD
1003
Chapin Davis
Maryland
$236K -$11.6K -200 -5%
ONST
1004
Old North State Trust
North Carolina
$236K +$236K +4,081 New
RFA
1005
Register Financial Advisors
Georgia
$236K +$1.79K +31 +0.8%
KIM
1006
Kestra Investment Management
Texas
$235K +$235K +4,075 New
NFG
1007
Nadler Financial Group
Illinois
$235K +$235K +4,067 New
SQA
1008
Simon Quick Advisors
New Jersey
$235K +$235K +4,066 New
FOFP
1009
Fee-Only Financial Planning
South Carolina
$235K +$235K +4,060 New
GJIA
1010
Glass Jacobson Investment Advisors
Maryland
$234K -$7.51K -130 -3%
GIA
1011
Gateway Investment Advisers
Ohio
$234K -$7.22K -125 -3%
AWA
1012
Aaron Wealth Advisors
Illinois
$233K +$233K +4,039 New
SIM
1013
Sentry Investment Management
Wisconsin
$233K +$233K +4,027 New
BI
1014
Ballast Inc
Kentucky
$231K +$231K +4,003 New
SW
1015
Simplicity Wealth
New Jersey
$230K -$1.24M -21,508 -84%
WF
1016
Welch & Forbes
Massachusetts
$229K +$229K +3,970 New
C
1017
CEDRUS
Colorado
$228K -$104K -1,804 -31%
HBWM
1018
Hollow Brook Wealth Management
New York
$228K +$228K +3,950 New
PWA
1019
Physician Wealth Advisors
Utah
$228K +$228K +3,960 New
WQ
1020
Wealth Quarterback
New Jersey
$225K -$13.6K -236 -6%
PWM
1021
Perigon Wealth Management
California
$224K +$224K +3,880 New
SFS
1022
Stiles Financial Services
Minnesota
$224K +$224K +3,876 New
AC
1023
Avestar Capital
New York
$224K +$224K +3,875 New
HTIM
1024
Harbour Trust & Investment Management
Indiana
$224K -$41.7K -722 -16%
NSIM
1025
North Star Investment Management
Illinois
$224K +$2.08K +36 +0.9%
39 40
41
42 43