D icon

Dominion Energy
D

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 %
RFA
1301
Resurgent Financial Advisors
Georgia
– -$60.8K -1,294 Closed
PG
1302
Proffitt & Goodson
Tennessee
– -$59.9K -1,275 Closed
PP
1303
Paloma Partners
Connecticut
– -$55.6K -1,183 Closed
VC
1304
Vestor Capital
Illinois
– -$48K -1,028 Closed
HB
1305
Horizon Bancorp
Indiana
– -$42K -900 Closed
BI
1306
Bramshill Investments
Florida
– -$38.7K -810 Closed
MFT
1307
Moisand Fitzgerald Tamayo
Florida
– -$30.4K -646 Closed
PS
1308
Planned Solutions
California
– -$15.7K -333 Closed
TFG
1309
Team Financial Group
California
– -$14.4K -307 Closed
TWM
1310
Tradition Wealth Management
Minnesota
– -$14K -305 Closed
RWM
1311
Ruedi Wealth Management
Illinois
– -$14.2K -302 Closed
JFA
1312
JNBA Financial Advisors
Minnesota
– -$14.1K -300 Closed
LIWM
1313
Long Island Wealth Management
New York
– -$12K -246 Closed
FPF
1314
First Pacific Financial
Washington
– -$11K -233 Closed
CCC
1315
Chelsea Counsel Company
California
– -$10K -213 Closed
LA
1316
LM Advisors
California
– -$9.4K -200 Closed
AWM
1317
Activest Wealth Management
Florida
– -$9.4K -200 Closed
FPB
1318
First PREMIER Bank
South Dakota
– -$9K -200 Closed
AIA
1319
Arcadia Investment Advisors
Idaho
– -$8.93K -190 Closed
MCA
1320
Maryland Capital Advisors
Maryland
– -$4.7K -100 Closed
LTI
1321
Laffer Tengler Investments
Tennessee
– -$4.32K -92 Closed
SSG
1322
Summit Securities Group
New York
– -$4K -88 Closed
UCB
1323
United Community Bank
South Carolina
– -$3.57K -76 Closed
UOTTAIMCU
1324
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$3.1K -66 Closed
GG
1325
Greenwood Gearhart
Arkansas
– -$2.91K -62 Closed
50 51 52
53
54