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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
1
BlackRock
New York
$3.74B
2
American Century Companies
2
American Century Companies
Missouri
$203M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$119M
4
Morgan Stanley
4
Morgan Stanley
New York
$550M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$536M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$675M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$92.1K
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$1.27B
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$21.2M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$28.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWD
1326
True Wealth Design
Ohio
$3.76K -$53.7K -1,001 -93%
VWA
1327
Valued Wealth Advisors
Utah
$3.72K +$3.61K +67 +3,350%
LFA
1328
Legend Financial Advisors
Pennsylvania
$3.39K – – –
TAM
1329
Tucker Asset Management
Colorado
$3.18K +$1.29K +24 +69%
TIM
1330
Thompson Investment Management
Wisconsin
$3.02K – – –
AA
1331
AlphaMark Advisors
Kentucky
$3K – – –
CMP
1332
Coston McIsaac & Partners
Maine
$3K – – –
CF
1333
Conquis Financial
California
$2.8K +$2.8K +52 New
JGIA
1334
Jackson Grant Investment Advisers
Connecticut
$2.48K -$3.39K -63 -58%
EBA
1335
Eagle Bay Advisors
New York
$2.48K -$2.69K -50 -52%
IHWM
1336
Iron Horse Wealth Management
Iowa
$2.42K +$808 +15 +50%
BCPWM
1337
Bradley & Co Private Wealth Management
Florida
$2.37K +$2.37K +44 New
ACA
1338
Atlas Capital Advisors
Wyoming
$2.26K +$754 +14 +50%
CSWM
1339
Cassady Schiller Wealth Management
Ohio
$2.21K +$2.21K +41 New
T
1340
Transce3nd
Texas
$2.15K +$2.15K +40 New
MBFW
1341
Morton Brown Family Wealth
Pennsylvania
$2.1K -$12.6K -233 -86%
WTFG
1342
Wood Tarver Financial Group
Idaho
$2K +$2K +40 New
GTAM
1343
Global Trust Asset Management
Florida
$1.83K -$84K -1,560 -98%
T
1344
Tidemark
California
$1.78K – – –
MAS
1345
MPWM Advisory Solutions
Georgia
$1.56K +$1.56K +29 New
NC
1346
NewSquare Capital
Pennsylvania
$1.56K +$1.56K +29 New
GK
1347
Graney & King
New York
$1.19K +$1.19K +22 New
NL
1348
NVWM LLC
Pennsylvania
$1.13K – – –
TFA
1349
Transamerica Financial Advisors
Florida
$1K – – –
PWA
1350
Principia Wealth Advisory
Texas
$969 +$969 +18 New
52 53
54
55 56