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Dominion Energy
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Overview Fund Activity

1,218 hedge funds and large institutions have $31.2B invested in Dominion Energy in 2024 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 475 increasing their positions, 478 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
-11
Holders Change %
-0.9%
% of All Funds
17.66%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
115
Increased
475
Reduced
478
Closed
112
Calls
$426M
Puts
$197M
Net Calls
+$229M
Net Calls Change
+$74M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$4.35B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.09B
3
Capital Research Global Investors
Capital Research Global Investors
California
$1.06B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.2B
5
Citadel Advisors
Citadel Advisors
Florida
$111M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$385M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$272M
3
State Street
State Street
Massachusetts
$2.18B
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$264M
5
Franklin Resources
Franklin Resources
California
$420M
Name Holding Trade Value Shares
Change 		Shares
Change %
T
1201
Tidemark
California
$1.62K +$1.62K +33 New
HWP
1202
Highline Wealth Partners
California
$1.43K – – –
ACA
1203
Atlas Capital Advisors
Wyoming
$1.38K – – –
A
1204
AlphaQuest
New York
$1.33K +$1.33K +27 New
FSWA
1205
Financial Synergies Wealth Advisors
Texas
$1.23K +$1.23K +25 New
RWA
1206
Redmont Wealth Advisors
Illinois
$1.08K +$1.08K +22 New
TFA
1207
Transamerica Financial Advisors
Florida
$1K -$111 -1 -10%
CMP
1208
Coston McIsaac & Partners
Maine
$1K – – –
CCM
1209
Chilton Capital Management
Texas
$935 – – –
SIC
1210
SJS Investment Consulting
Ohio
$935 +$49 +1 +6%
NL
1211
NVWM LLC
Pennsylvania
$787 +$787 +16 New
IHWM
1212
Iron Horse Wealth Management
Iowa
$738 +$738 +15 New
TWD
1213
True Wealth Design
Ohio
$640 -$49K -995 -99%
WA
1214
WestEnd Advisors
North Carolina
$639 +$49 +1 +8%
CAM
1215
ClariVest Asset Management
California
$534 +$534 +11 New
MAM
1216
MMA Asset Management
Pennsylvania
$415 +$415 +8 New
VWA
1217
Valued Wealth Advisors
Utah
$99 -$50 -1 -33%
IPW
1218
Impact Partnership Wealth
Georgia
$31 -$9.61K -310 -100%
DWM
1219
Dogwood Wealth Management
Kansas
$5 -$7 – –
Balyasny Asset Management
1220
Balyasny Asset Management
Illinois
– -$56.3M -1,198,507 Closed
WHRC
1221
W.H. Reaves & Co
New Jersey
– -$25.7M -547,434 Closed
Twin Tree Management
1222
Twin Tree Management
Texas
– -$12.8M -272,106 Closed
Capital Fund Management (CFM)
1223
Capital Fund Management (CFM)
France
– -$10.1M -214,371 Closed
Two Sigma Advisers
1224
Two Sigma Advisers
New York
– -$7.88M -167,700 Closed
GL
1225
Governors Lane
New York
– -$7.5M -159,550 Closed
47 48
49
50 51