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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
$1.34B
3
Capital Research Global Investors
Capital Research Global Investors
California
$1.25B
4
JAM
Jupiter Asset Management
United Kingdom
$67.9M
5
BlackRock
BlackRock
New York
$3B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$950M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$758M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$154M
4
Citadel Advisors
Citadel Advisors
Florida
$1.14M
5
Federated Hermes
Federated Hermes
Pennsylvania
$282M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWANC
1051
Laurel Wealth Advisors (North Carolina)
North Carolina
$84K – – –
SWA
1052
SOA Wealth Advisors
New York
$83.7K +$490 +10 +0.6%
UWS
1053
Unique Wealth Strategies
Illinois
$80.1K +$80.1K +1,629 New
O
1054
Ossiam
France
$79K -$150K -3,060 -65%
RAM
1055
Riggs Asset Management
Pennsylvania
$79K – – –
CC
1056
Cultivar Capital
Texas
$78.5K +$78.5K +1,603 New
EWM
1057
Evermay Wealth Management
Virginia
$78.5K -$9.8K -200 -11%
GTAM
1058
Global Trust Asset Management
Florida
$78.1K -$490 -10 -0.6%
CB
1059
Chris Bulman
California
$77.4K +$77.4K +1,581 New
HBW
1060
Hazlett, Burt & Watson
West Virginia
$75K – – –
PSB
1061
Piscataqua Savings Bank
New Hampshire
$74.3K – – –
SWM
1062
Sugarloaf Wealth Management
Georgia
$73.5K +$73.5K +1,500 New
HIA
1063
Harbor Investment Advisory
Maryland
$69.9K -$7.2K -147 -9%
FIM
1064
FWL Investment Management
Texas
$68.1K – – –
OP
1065
ORG Partners
Indiana
$68.1K +$41.3K +860 +154%
GWP
1066
Gen-Wealth Partners
Michigan
$66K -$107K -2,188 -62%
VWM
1067
Venturi Wealth Management
Texas
$65.8K +$40.3K +822 +158%
PB
1068
Pinnacle Bancorp
Nebraska
$65.5K -$33.3K -680 -34%
SIS
1069
Strategic Investment Solutions
Illinois
$63.7K +$63.7K +1,072 New
PGAM
1070
Princeton Global Asset Management
New Jersey
$63.5K +$60.8K +1,240 +2,255%
C
1071
Covestor
United Kingdom
$63K -$17.8K -363 -22%
CAS
1072
Coppell Advisory Solutions
Texas
$61.4K +$61.4K +1,253 New
LCM
1073
Logan Capital Management
Pennsylvania
$61.3K -$9.7K -198 -14%
AA
1074
Addison Advisors
Vermont
$58K -$245 -5 -0.4%
CFG
1075
CKW Financial Group
Hawaii
$58K – – –
41 42
43
44 45