Beck Mack & Oliver’s Dominion Energy D Stock Holding History

Beck Mack & Oliver’s Portfolio D Stock Details D Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.28M	Hold	18,693	–	–	0.02%	109
2026 Q1	$1.16M	Hold	18,693	–	–	0.02%	110
2025 Q4	$1.1M	Hold	18,693	–	–	0.02%	113
2025 Q3	$1.14M	Buy	18,693 +2,000	+12%	+$119K	0.02%	106
2025 Q2	$943K	Hold	16,693	–	–	0.02%	111
2025 Q1	$936K	Sell	16,693 -900	-5%	-$49.5K	0.02%	114
2024 Q4	$948K	Sell	17,593 -1,372	-7%	-$78.3K	0.02%	110
2024 Q3	$1.1M	Hold	18,965	–	–	0.02%	106
2024 Q2	$929K	Hold	18,965	–	–	0.02%	110
2024 Q1	$933K	Hold	18,965	–	–	0.02%	113
2023 Q4	$891K	Hold	18,965	–	–	0.02%	114
2023 Q3	$847K	Hold	18,965	–	–	0.02%	107
2023 Q2	$982K	Hold	18,965	–	–	0.03%	104
2023 Q1	$1.06M	Hold	18,965	–	–	0.03%	101
2022 Q4	$1.16M	Hold	18,965	–	–	0.03%	99
2022 Q3	$1.31M	Buy	18,965 +183	+1%	+$14.8K	0.04%	94
2022 Q2	$1.5M	Buy	18,782 +45	+0.2%	+$3.72K	0.05%	96
2022 Q1	$1.59M	Sell	18,737 -1,228	-6%	-$98.6K	0.04%	99
2021 Q4	$1.57M	Hold	19,965	–	–	0.04%	100
2021 Q3	$1.46M	Hold	19,965	–	–	0.04%	101
2021 Q2	$1.47M	Hold	19,965	–	–	0.04%	97
2021 Q1	$1.52M	Buy	19,965 +1,000	+5%	+$72.6K	0.05%	94
2020 Q4	$1.43M	Sell	18,965 -766	-4%	-$60.9K	0.05%	95
2020 Q3	$1.56M	Hold	19,731	–	–	0.06%	88
2020 Q2	$1.6M	Hold	19,731	–	–	0.06%	85
2020 Q1	$1.42M	Hold	19,731	–	–	0.06%	88
2019 Q4	$1.63M	Sell	19,731 -200	-1%	-$16.3K	0.05%	93
2019 Q3	$1.61M	Sell	19,931 -100	-0.5%	-$7.73K	0.06%	93
2019 Q2	$1.55M	Hold	20,031	–	–	0.05%	91
2019 Q1	$1.54M	Sell	20,031 -772	-4%	-$56.4K	0.05%	98
2018 Q4	$1.49M	Buy	20,803 +772	+4%	+$56.4K	0.06%	96
2018 Q3	$1.41M	Hold	20,031	–	–	0.04%	108
2018 Q2	$1.37M	Buy	20,031 +116	+0.6%	+$7.55K	0.05%	108
2018 Q1	$1.34M	Sell	19,915 -200	-1%	-$14.8K	0.05%	107
2017 Q4	$1.63M	Hold	20,115	–	–	0.05%	98
2017 Q3	$1.55M	Hold	20,115	–	–	0.05%	101
2017 Q2	$1.54M	Hold	20,115	–	–	0.05%	100
2017 Q1	$1.56M	Sell	20,115 -950	-5%	-$71.9K	0.05%	98
2016 Q4	$1.61M	Hold	21,065	–	–	0.06%	96
2016 Q3	$1.56M	Sell	21,065 -2,300	-10%	-$175K	0.06%	102
2016 Q2	$1.82M	Hold	23,365	–	–	0.06%	112
2016 Q1	$1.75M	Hold	23,365	–	–	0.06%	115
2015 Q4	$1.58M	Hold	23,365	–	–	0.05%	118
2015 Q3	$1.64M	Sell	23,365 -450	-2%	-$31.6K	0.05%	128
2015 Q2	$1.59M	Sell	23,815 -1,000	-4%	-$70.4K	0.04%	135
2015 Q1	$1.76M	Sell	24,815 -1,128	-4%	-$83.7K	0.04%	134
2014 Q4	$2M	Hold	25,943	–	–	0.05%	124
2014 Q3	$1.79M	Sell	25,943 -472	-2%	-$32.6K	0.04%	134
2014 Q2	$1.89M	Hold	26,415	–	–	0.04%	133
2014 Q1	$1.88M	Hold	26,415	–	–	0.04%	125
2013 Q4	$1.71M	Hold	26,415	–	–	0.04%	138
2013 Q3	$1.65M	Buy	26,415 +1,450	+6%	+$86K	0.04%	135
2013 Q2	$1.42M	Buy	+24,965	New	+$1.46M	0.04%	143

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Beck Mack & Oliver's D Position: Q2 2026 in Review

Beck Mack & Oliver held its Dominion Energy (D) position steady in Q2 2026 at 18,693 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #109.

Beck Mack & Oliver first reported a position in D in Q2 2013 and has held it in 53 quarters since. The position peaked at $2M in Q4 2014. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

Beck Mack & Oliver held 18,693 shares of Dominion Energy worth $1.28M as of Q2 2026.
Beck Mack & Oliver left its Dominion Energy share count unchanged in Q2 2026.
Dominion Energy made up 0.02% of Beck Mack & Oliver's portfolio in Q2 2026, its #109 holding.
Beck Mack & Oliver first reported a position in Dominion Energy in Q2 2013 and has held it in 53 quarters since.
Beck Mack & Oliver's Dominion Energy position peaked at $2M in Q4 2014.
1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Beck Mack & Oliver's 13F filing for Q2 2026, filed 14 Aug 2026.