Position in D
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$150,238
+$113,146 QoQ
Shares Held
2,200
+266.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,233
of 1,533 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Costello Asset Management, INC holds $4,063,013 across 18 Utilities - Regulated Electric names. D ranks #4 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
20,753 | $1,821,490 | |
| 2 | EXC |
Exelon Corp
|
17,215 | $802,563 | |
| 3 | DUK |
Duke Energy CORP
|
5,196 | $657,709 | |
| 4 | D |
Dominion Energy, Inc
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|
2,200 | $150,238 | |
| 5 | XEL |
Xcel Energy Inc
|
1,848 | $148,394 | |
| 6 | NWE |
NorthWestern Energy Group, Inc.
|
1,512 | $108,289 | |
| 7 | CMS |
Cms Energy Corp
|
1,408 | $107,712 | |
| 8 | AEP |
American Electric Power Co Inc
|
312 | $42,684 |
All Filings in D
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $150,238 | 2,200 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $37,092 | 600 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $29,295 | 500 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $18,351 | 300 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $16,956 | 300 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $20,241 | 361 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||