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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
Q2 		$248K Buy
+3,631
New +$236K 0.06% 176
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

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Searle & Co's D Position: Q2 2026 in Review

Searle & Co opened a new position in Dominion Energy (D) in Q2 2026: 3,631 shares worth $248K. The stake represents 0.06% of the portfolio and ranks #176 among its holdings. This is a return to the name: Searle & Co previously reported a position in D as recently as Q4 2025.

Searle & Co first reported a position in D in Q4 2023 and has held it in 9 quarters since. The position peaked at $422K in Q2 2024. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Searle & Co held 3,631 shares of Dominion Energy worth $248K as of Q2 2026.
  • Dominion Energy was a new Searle & Co position in Q2 2026.
  • Dominion Energy made up 0.06% of Searle & Co's portfolio in Q2 2026, its #176 holding.
  • Searle & Co first reported a position in Dominion Energy in Q4 2023 and has held it in 9 quarters since.
  • Searle & Co's Dominion Energy position peaked at $422K in Q2 2024.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Searle & Co's 13F filing for Q2 2026, filed 27 Jul 2026.