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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 %
BI
1051
Ballast Inc
Kentucky
$212K -$3.5K -65 -2%
SC
1052
Searle & Co
Connecticut
$212K +$212K +3,937 New
LJHT
1053
Laurie J. Hall Trustee
$212K -$27K -500 -11%
AGA
1054
Arkos Global Advisors
Texas
$212K +$212K +3,934 New
CA
1055
Continuum Advisory
Idaho
$209K -$21.5K -400 -9%
CIA
1056
Choate Investment Advisors
Massachusetts
$209K +$10.7K +198 +5%
BWL
1057
Bogart Wealth LLC
Virginia
$208K -$37.1K -689 -15%
BFO
1058
Boston Family Office
Massachusetts
$207K – – –
NSIM
1059
North Star Investment Management
Illinois
$207K -$1.94K -36 -0.9%
SFS
1060
Stiles Financial Services
Minnesota
$206K -$3.23K -60 -2%
BS
1061
Banco Santander
Spain
$204K -$63.7K -1,182 -24%
PA
1062
Probity Advisors
Texas
$203K – – –
GS
1063
GTS Securities
New York
$203K -$1.57M -29,161 -89%
EWM
1064
Evercore Wealth Management
New York
$203K -$75.5K -1,401 -27%
ES
1065
Eagle Strategies
New York
$202K +$11.4K +212 +6%
FCCM
1066
First City Capital Management
Georgia
$202K – – –
TAM
1067
Titleist Asset Management
Texas
$202K -$68.7K -1,275 -25%
DBRC
1068
D.B. Root & Company
Pennsylvania
$202K -$34.9K -647 -15%
PIM
1069
Penobscot Investment Management
Massachusetts
$201K – – –
WA
1070
Wealth Alliance
New York
$200K -$364K -6,761 -65%
OIA
1071
Optimum Investment Advisors
Illinois
$199K +$169K +3,137 +557%
KIM
1072
Kestra Investment Management
Texas
$191K -$28.5K -530 -13%
VFM
1073
Viking Fund Management
North Dakota
$189K +$151K +2,800 +400%
SIM
1074
Sentry Investment Management
Wisconsin
$186K -$30.3K -564 -14%
WBWA
1075
William B. Walkup & Associates
South Carolina
$184K – – –
41 42
43
44 45