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Dominion Energy
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Overview Fund Activity

1,266 hedge funds and large institutions have $31.1B invested in Dominion Energy in 2024 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 434 increasing their positions, 506 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,266
Holders Change
+48
Holders Change %
+3.94%
% of All Funds
18.41%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
138
Increased
434
Reduced
506
Closed
73
Calls
$302M
Puts
$119M
Net Calls
+$183M
Net Calls Change
-$45.2M

Top Buyers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$253M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.34B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$1.25B
4
JAM
4
Jupiter Asset Management
United Kingdom
$67.9M
5
BlackRock
5
BlackRock
New York
$3B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$950M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$758M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$154M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.14M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$282M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
1301
Armor Investment Advisors
North Carolina
– -$310K -6,309 Closed
BBP
1302
Banco BTG Pactual
Brazil
– -$294K -5,971 Closed
FA
1303
FDx Advisors
Illinois
– -$270K -5,485 Closed
NHT
1304
New Hampshire Trust
New Hampshire
– -$260K -5,282 Closed
PTC
1305
Philadelphia Trust Company
Pennsylvania
– -$260K -5,280 Closed
NCM
1306
Novare Capital Management
North Carolina
– -$255K -5,177 Closed
TWM
1307
Trueblood Wealth Management
Ohio
– -$235K -4,787 Closed
HA
1308
Herold Advisors
New York
– -$233K -4,735 Closed
PFA
1309
Pure Financial Advisors
California
– -$226K -4,594 Closed
RB
1310
Renasant Bank
Mississippi
– -$226K -4,587 Closed
FFM
1311
Forum Financial Management
Illinois
– -$222K -4,511 Closed
HKAM
1312
Horizon Kinetics Asset Management
New York
– -$221K -4,501 Closed
KFC
1313
Klingenstein Fields & Co
New York
– -$218K -4,428 Closed
FCCM
1314
First City Capital Management
Georgia
– -$216K -4,386 Closed
SG
1315
StoneX Group
New York
– -$211K -4,295 Closed
GCP
1316
GSA Capital Partners
United Kingdom
– -$211K -4,291 Closed
BFO
1317
Boston Family Office
Massachusetts
– -$210K -4,275 Closed
CCA
1318
Checchi Capital Advisers
California
– -$210K -4,264 Closed
ONSWM
1319
Old North State Wealth Management
North Carolina
– -$209K -4,251 Closed
WF
1320
Welch & Forbes
Massachusetts
– -$208K -4,223 Closed
CWA
1321
CM Wealth Advisors
Ohio
– -$219K -4,199 Closed
NFG
1322
Nadler Financial Group
Illinois
– -$205K -4,167 Closed
BI
1323
Ballast Inc
Kentucky
– -$201K -4,084 Closed
ACP
1324
Aveo Capital Partners
Colorado
– -$208K -4,044 Closed
TC
1325
Truvestments Capital
Florida
– -$129K -2,620 Closed
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