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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 %
CFS
1026
Commonwealth Financial Services
West Virginia
$227K -$54.7K -1,015 -19%
AWAP
1027
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$226K – – –
PFA
1028
Pure Financial Advisors
California
$226K +$226K +4,197 New
NAS
1029
Nicolet Advisory Services
Wisconsin
$226K +$226K +4,228 New
HBS
1030
Howard Bailey Securities
Indiana
$226K -$539 -10 -0.2%
BCM
1031
Boltwood Capital Management
California
$225K -$4.04K -75 -2%
PWA
1032
Provenance Wealth Advisors
Florida
$225K – – –
CWM
1033
Cahaba Wealth Management
Georgia
$225K +$2.48K +46 +1%
WPW
1034
Waldron Private Wealth
Pennsylvania
$224K -$3.02K -56 -1%
IFWM
1035
Institute for Wealth Management
Colorado
$222K – – –
SIC
1036
Sterling Investment Counsel
New York
$221K – – –
BFS
1037
Bard Financial Services
Connecticut
$221K -$318K -5,900 -59%
MPWT
1038
MassMutual Private Wealth & Trust
Connecticut
$221K +$13.9K +258 +7%
FOFP
1039
Fee-Only Financial Planning
South Carolina
$219K – – –
ClearBridge Investments
1040
ClearBridge Investments
New York
$219K -$58K -1,077 -21%
GJIA
1041
Glass Jacobson Investment Advisors
Maryland
$218K – – –
LA
1042
Legacy Advisors
Pennsylvania
$218K +$25.9K +480 +13%
TP
1043
Tranquility Partners
Tennessee
$217K -$122K -2,262 -36%
CC
1044
Chicago Capital
Illinois
$215K +$12.9K +240 +6%
SC
1045
Sapient Capital
Indiana
$214K +$7.76K +144 +4%
RW
1046
Rockport Wealth
Ohio
$214K +$214K +3,978 New
WF
1047
Welch & Forbes
Massachusetts
$214K – – –
FFM
1048
Forum Financial Management
Illinois
$214K +$6.41K +119 +3%
PWA
1049
Physician Wealth Advisors
Utah
$213K +$162 +3 +0.1%
HBWM
1050
Hollow Brook Wealth Management
New York
$213K – – –
40 41
42
43 44