Searle & Co’s Dominion Energy D Stock Holding History

Searle & Co’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 Q1	–	Sell	-3,631	Closed	-$213K	–	195
2025 Q4	$213K	Hold	3,631	–	–	0.05%	178
2025 Q3	$222K	Sell	3,631 -306	-8%	-$18.2K	0.06%	175
2025 Q2	$223K	Hold	3,937	–	–	0.06%	168
2025 Q1	$221K	Hold	3,937	–	–	0.06%	165
2024 Q4	$212K	Buy	+3,937	New	+$225K	0.06%	165
2024 Q3	–	Sell	-8,611	Closed	-$422K	–	176
2024 Q2	$422K	Buy	8,611 +1,574	+22%	+$80.2K	0.1%	120
2024 Q1	$346K	Hold	7,037	–	–	0.09%	119
2023 Q4	$331K	Buy	+7,037	New	+$314K	0.09%	121

Other funds holding D

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Searle & Co's D Position: Q1 2026 in Review

Searle & Co sold out of Dominion Energy (D) in Q1 2026, closing a stake of 3,631 shares — an estimated $213K sold.

Searle & Co first reported a position in D in Q4 2023 and held it in 8 quarters. The position peaked at $422K in Q2 2024. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Searle & Co reported no remaining Dominion Energy position as of Q1 2026 after selling out during the quarter.
Searle & Co sold 3,631 Dominion Energy shares in Q1 2026, an estimated $213K.
Searle & Co first reported a position in Dominion Energy in Q4 2023 and held it in 8 quarters.
Searle & Co's Dominion Energy position peaked at $422K in Q2 2024.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Searle & Co's 13F filing for Q1 2026, filed 8 May 2026.