Coston McIsaac & Partners’s Dominion Energy D Stock Holding History

Coston McIsaac & Partners’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	$1K	Buy	22 +1	+5%	+$65	﹤0.01%	800
2026 Q1	$1K	Hold	21	–	–	﹤0.01%	786
2025 Q4	$1K	Sell	21 -38	-64%	-$2.29K	﹤0.01%	780
2025 Q3	$3K	Hold	59	–	–	﹤0.01%	676
2025 Q2	$3K	Buy	59 +1	+2%	+$55	﹤0.01%	654
2025 Q1	$3K	Buy	58 +1	+2%	+$55	﹤0.01%	638
2024 Q4	$3K	Hold	57	–	–	﹤0.01%	642
2024 Q3	$3	Buy	57 +1	+2%	+$55	﹤0.01%	656
2024 Q2	$2K	Buy	56 +21	+60%	+$1.07K	﹤0.01%	654
2024 Q1	$1K	Hold	35	–	–	﹤0.01%	680
2023 Q4	$1K	Buy	35 +1	+3%	+$45	﹤0.01%	675
2023 Q3	$1K	Hold	34	–	–	﹤0.01%	678
2023 Q2	$1K	Buy	+34	New	+$1.85K	﹤0.01%	720

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Coston McIsaac & Partners's D Position: Q2 2026 in Review

Coston McIsaac & Partners increased its Dominion Energy (D) stake by 4.8% in Q2 2026, buying an estimated $65 and bringing the position to 22 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #800.

Coston McIsaac & Partners first reported a position in D in Q2 2023 and has held it in 13 quarters since. The position peaked at $3K in Q3 2025. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

Coston McIsaac & Partners held 22 shares of Dominion Energy worth $1K as of Q2 2026.
Coston McIsaac & Partners bought 1 Dominion Energy share in Q2 2026, an estimated $65.
Dominion Energy made up ﹤0.01% of Coston McIsaac & Partners's portfolio in Q2 2026, its #800 holding.
Coston McIsaac & Partners first reported a position in Dominion Energy in Q2 2023 and has held it in 13 quarters since.
Coston McIsaac & Partners's Dominion Energy position peaked at $3K in Q3 2025.
1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.