Position in D
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$247,960
+$35,220 QoQ
Shares Held
3,631
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,105
of 1,533 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SEARLE & CO. holds $7,946,106 across 8 Utilities - Regulated Electric names. D ranks #8 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
32,904 | $2,887,984 | |
| 2 | AEP |
American Electric Power Co Inc
|
15,410 | $2,108,242 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
8,200 | $957,514 | |
| 4 | SO |
Southern Co
|
6,358 | $608,524 | |
| 5 | CNP |
Centerpoint Energy Inc
|
10,334 | $455,109 | |
| 6 | DUK |
Duke Energy CORP
|
3,186 | $403,283 | |
| 7 | FE |
Firstenergy Corp
|
5,837 | $277,490 | |
| 8 | D |
Dominion Energy, Inc
This page
|
3,631 | $247,960 |
All Filings in D
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,960 | 3,631 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $212,740 | 3,631 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $222,108 | 3,631 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $222,519 | 3,937 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $220,747 | 3,937 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $212,046 | 3,937 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $421,939 | 8,611 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $346,150 | 7,037 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $330,739 | 7,037 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||