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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 %
IP
1276
Ignite Planners
California
– -$259K -5,330 Closed
RA
1277
RFG Advisory
Alabama
– -$241K -5,122 Closed
OAM
1278
Oxford Asset Management
United Kingdom
– -$237K -5,052 Closed
HWAM
1279
Hennion & Walsh Asset Management
New Jersey
– -$236K -5,023 Closed
ZP
1280
Zimmer Partners
New York
– -$235K -5,000 Closed
SRL
1281
Scientech Research LLC
New Jersey
– -$234K -4,970 Closed
IP
1282
Investment Partners
Ohio
– -$231K -4,905 Closed
AMIM
1283
Aull & Monroe Investment Management
Alabama
– -$224K -4,759 Closed
DM
1284
Deerfield Management
New York
– -$211K -4,495 Closed
CAMV
1285
Concord Asset Management (Virginia)
Virginia
– -$211K -4,483 Closed
FPIS
1286
Financial Planning & Information Services
Wisconsin
– -$208K -4,428 Closed
RHDIC
1287
R.H. Dinel Investment Counsel
California
– -$207K -4,400 Closed
SC
1288
Sapient Capital
Indiana
– -$206K -4,377 Closed
MGWA
1289
Monument Group Wealth Advisors
Massachusetts
– -$205K -4,354 Closed
GM
1290
GeoWealth Management
Illinois
– -$179K -3,808 Closed
GWS
1291
Glassman Wealth Services
Virginia
– -$108K -2,294 Closed
NRA
1292
NSI Retail Advisors
Pennsylvania
– -$104K -2,211 Closed
NMG
1293
New Millennium Group
Utah
– -$100K -2,127 Closed
EC
1294
EdgeRock Capital
Colorado
– -$81.2K -1,779 Closed
FWM
1295
Focused Wealth Management
New York
– -$80.6K -1,715 Closed
HT
1296
Headlands Technologies
Illinois
– -$72.1K -1,533 Closed
GWMIA
1297
Global Wealth Management Investment Advisory
Florida
– -$68.2K -1,450 Closed
TCWA
1298
Turtle Creek Wealth Advisors
Texas
– -$64.7K -1,376 Closed
RIM
1299
Rockbridge Investment Management
New York
– -$63.4K -1,349 Closed
EC
1300
EntryPoint Capital
New York
– -$61.2K -1,302 Closed
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