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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
$3.74B
2
American Century Companies
American Century Companies
Missouri
$203M
3
Marshall Wace
Marshall Wace
United Kingdom
$119M
4
Morgan Stanley
Morgan Stanley
New York
$550M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$536M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$675M
2
Federated Hermes
Federated Hermes
Pennsylvania
$92.1K
3
Capital Research Global Investors
Capital Research Global Investors
California
$1.27B
4
Neuberger Berman Group
Neuberger Berman Group
New York
$21.2M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$28.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMCM
1201
Murphy & Mullick Capital Management
New York
$37.3K +$37.3K +693 New
CAL
1202
Capital Advisors Ltd
Ohio
$36K – – –
CJL
1203
Cyrus J. Lawrence
New York
$36K – – –
LFG
1204
Larson Financial Group
Missouri
$35.3K +$2.58K +48 +8%
FWA
1205
FSC Wealth Advisors
New York
$34.6K -$7.81K -145 -18%
CFFP
1206
Center for Financial Planning
Michigan
$34.5K – – –
PBK
1207
Peoples Bank (Kansas)
Kansas
$34.5K -$662K -12,294 -95%
OLVIG
1208
Oliver Lagore Vanvalin Investment Group
Michigan
$34.4K – – –
RA
1209
Rise Advisors
New York
$34.1K +$431 +8 +1%
FDCP
1210
Foster Dykema Cabot & Partners
Massachusetts
$33.8K – – –
OSNBOA
1211
Old Second National Bank of Aurora
Illinois
$32.5K +$916 +17 +3%
GWP
1212
Gen-Wealth Partners
Michigan
$32.4K -$25.8K -479 -44%
PFA
1213
Pillar Financial Advisors
Kentucky
$32.3K +$32.3K +600 New
AWM
1214
Atticus Wealth Management
Florida
$31.9K – – –
BBPWM
1215
Blue Bell Private Wealth Management
Pennsylvania
$31.5K -$2.53K -47 -7%
FFA
1216
Frazier Financial Advisors
Ohio
$30.3K +$108 +2 +0.4%
LOIP
1217
Live Oak Investment Partners
Texas
$30K -$32.2K – –
BWAM
1218
Boyd Watterson Asset Management
Ohio
$30K – – –
JFGIW
1219
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$29.9K -$216K -3,878 -88%
MAM
1220
Morse Asset Management
Connecticut
$29.8K -$654K -12,150 -96%
NWM
1221
Navigoe Wealth Management
California
$29K +$29K +550 New
CT
1222
Clearstead Trust
Maine
$29K – – –
CCA
1223
Criterion Capital Advisors
Tennessee
$28.4K – – –
CSPIA
1224
Cary Street Partners Investment Advisory
Virginia
$28K -$9.54M -177,126 -100%
HWM
1225
Hemington Wealth Management
Virginia
$28K +$1.52K +29 +6%
47 48
49
50 51