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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 %
OHWA
1251
Oak Hill Wealth Advisors
Virginia
– -$606K -12,903 Closed
PMAM
1252
Penn Mutual Asset Management
Pennsylvania
– -$584K -12,426 Closed
MC
1253
Maverick Capital
Texas
– -$517K -10,995 Closed
TCBWMS
1254
Texas Capital Bank Wealth Management Services
Texas
– -$515K -10,965 Closed
CP
1255
Camelot Portfolios
Ohio
– -$499K -10,628 Closed
MC
1256
Machina Capital
France
– -$492K -10,459 Closed
SWA
1257
Stratos Wealth Advisors
Ohio
– -$470K -10,007 Closed
MWM
1258
Meridian Wealth Management
Kentucky
– -$458K -9,749 Closed
BOH
1259
Bank of Hawaii
Hawaii
– -$412K -8,758 Closed
WFI
1260
West Family Investments
California
– -$397K -8,455 Closed
PFGIA
1261
Patriot Financial Group Insurance Agency
Massachusetts
– -$372K -7,912 Closed
KIA
1262
KCM Investment Advisors
California
– -$356K -7,574 Closed
RCM
1263
RNC Capital Management
California
– -$352K -7,486 Closed
FNWM
1264
Financial Network Wealth Management
Utah
– -$348K -7,417 Closed
WHG
1265
Westwood Holdings Group
Texas
– -$345K -7,338 Closed
SSA
1266
Schonfeld Strategic Advisors
New York
– -$315K -6,700 Closed
TCMP
1267
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$296K -6,308 Closed
ACM
1268
AlphaStar Capital Management
North Carolina
– -$292K -6,208 Closed
SAM
1269
Sawgrass Asset Management
Florida
– -$282K -5,998 Closed
IA
1270
IFG Advisory
Georgia
– -$280K -5,962 Closed
SWM
1271
Scissortail Wealth Management
Oklahoma
– -$258K -5,690 Closed
AC
1272
AXQ Capital
New Jersey
– -$263K -5,600 Closed
GIS
1273
Grayhawk Investment Strategies
Alberta, Canada
– -$262K -5,566 Closed
PIM
1274
Penobscot Investment Management
Massachusetts
– -$259K -5,500 Closed
WA
1275
Wambolt & Associates
Colorado
– -$255K -5,429 Closed
49 50
51
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