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Costello Asset Management’s Dominion Energy D Stock Holding History

Costello Asset Management’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 		$37.1K Buy
600
+100
+20% +$6.18K 0.01% 277
2025
Q4 		$29.3K Buy
500
+200
+67% +$12K 0.01% 318
2025
Q3 		$18.4K Hold
300
– – 0.01% 384
2025
Q2 		$17K Sell
300
-61
-17% -$3.34K 0.01% 396
2025
Q1 		$20.3K Buy
+361
New +$19.9K 0.01% 344

Other funds holding D

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Costello Asset Management's D Position: Q1 2026 in Review

Costello Asset Management increased its Dominion Energy (D) stake by 20% in Q1 2026, buying an estimated $6.18K and bringing the position to 600 shares worth $37.1K. The position accounts for 0.01% of the portfolio, ranked #277.

Costello Asset Management first reported a position in D in Q1 2025 and has held it in 5 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Costello Asset Management held 600 shares of Dominion Energy worth $37.1K as of Q1 2026.
  • Costello Asset Management bought 100 Dominion Energy shares in Q1 2026, an estimated $6.18K.
  • Dominion Energy made up 0.01% of Costello Asset Management's portfolio in Q1 2026, its #277 holding.
  • Costello Asset Management first reported a position in Dominion Energy in Q1 2025 and has held it in 5 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.