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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
1
BlackRock
New York
$3.84B
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$488M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$130M
4
State Street
4
State Street
Massachusetts
$2.56B
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$75.7M

Top Sellers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$134M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$162M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$988M
4
UM
4
UniSuper Management
Australia
$3.03M
5
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$247M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCBT
1051
First Citizens Bank & Trust
North Carolina
$212K -$2.07M -35,734 -91%
JSW
1052
Journey Strategic Wealth
New Jersey
$212K +$212K +3,675 New
RA
1053
RFG Advisory
Alabama
$212K +$212K +3,668 New
SIA
1054
Schechter Investment Advisors
Michigan
$211K +$211K +3,660 New
MA
1055
MBA Advisors
Pennsylvania
$211K +$211K +3,644 New
HCMG
1056
Howard Capital Management Group
California
$210K +$210K +3,635 New
HAIM
1057
Hunter Associates Investment Management
Pennsylvania
$209K -$34.3K -595 -14%
LA
1058
Legacy Advisors
Pennsylvania
$206K +$206K +3,570 New
SOW
1059
State of Wyoming
Wyoming
$206K +$5.95K +103 +3%
CPIA
1060
Cornell Pochily Investment Advisors
New York
$205K +$205K +3,551 New
ES
1061
Eagle Strategies
New York
$205K +$205K +3,547 New
BCM
1062
Birmingham Capital Management
Alabama
$205K +$205K +3,545 New
EW
1063
Evoke Wealth
California
$204K +$204K +3,535 New
LF
1064
LifePlan Financial
Minnesota
$204K -$63.5K -1,099 -24%
WFI
1065
West Family Investments
California
$204K +$204K +3,528 New
IIM
1066
Ipswich Investment Management
Massachusetts
$204K +$204K +3,524 New
VWA
1067
Visionary Wealth Advisors
Illinois
$203K -$43.9K -759 -18%
SFP
1068
Sandbox Financial Partners
Maryland
$202K +$202K +3,501 New
KC
1069
Kepos Capital
New York
$202K -$52.6K -910 -21%
OFG
1070
Oxford Financial Group
Indiana
$202K +$202K +3,495 New
CW
1071
CIC Wealth
Maryland
$201K +$201K +3,471 New
AMIM
1072
Aull & Monroe Investment Management
Alabama
$200K +$200K +3,468 New
WBWA
1073
William B. Walkup & Associates
South Carolina
$197K – – –
LWCFA
1074
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$193K +$1.22K +20 +0.6%
NFSG
1075
Newbridge Financial Services Group
Florida
$191K +$62.4K +1,080 +48%
41 42
43
44 45