Costello Asset Management’s Dominion Energy D Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$150K Buy
2,200
+1,600
+267% +$104K 0.05% 135
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

Costello Asset Management's D Position: Q2 2026 in Review

Costello Asset Management increased its Dominion Energy (D) stake by 267% in Q2 2026, buying an estimated $104K and bringing the position to 2,200 shares worth $150K. The position accounts for 0.05% of the portfolio, ranked #135.

Costello Asset Management first reported a position in D in Q1 2025 and has held it in 6 quarters since. 1,553 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Costello Asset Management held 2,200 shares of Dominion Energy worth $150K as of Q2 2026.
  • Costello Asset Management bought 1,600 Dominion Energy shares in Q2 2026, an estimated $104K.
  • Dominion Energy made up 0.05% of Costello Asset Management's portfolio in Q2 2026, its #135 holding.
  • Costello Asset Management first reported a position in Dominion Energy in Q1 2025 and has held it in 6 quarters since.
  • 1,553 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.