Position in ED
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,439,628
-$41,785 QoQ
Shares Held
13,013
-0.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#466
of 1,422 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026EXCALIBUR MANAGEMENT CORP holds $8,114,873 across 7 Utilities - Regulated Electric names. ED ranks #3 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
12,143 | $1,537,060 | |
| 2 | PNW |
Pinnacle West Capital Corp
|
14,066 | $1,505,062 | |
| 3 | ED |
Consolidated Edison Inc
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|
13,013 | $1,439,628 | |
| 4 | D |
Dominion Energy, Inc
|
16,146 | $1,102,610 | |
| 5 | NEE |
Nextera Energy Inc
|
11,942 | $1,048,149 | |
| 6 | SO |
Southern Co
|
9,819 | $939,776 | |
| 7 | AEP |
American Electric Power Co Inc
|
3,966 | $542,588 |
All Filings in ED
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,439,628 | 13,013 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,481,413 | 13,089 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,305,561 | 13,145 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,322,340 | 13,155 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,316,592 | 13,120 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,485,113 | 13,429 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,208,620 | 13,545 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,441,575 | 13,844 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,219,867 | 13,642 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,184,344 | 13,042 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,087,455 | 11,954 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,026,702 | 12,004 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,086,156 | 12,015 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,215,870 | 12,709 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,201,287 | 12,604 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,054,247 | 12,293 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,307,149 | 13,745 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $2,042,152 | 21,569 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,173,271 | 25,472 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,851,625 | 25,508 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $387,933 | 5,409 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $408,856 | 5,466 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $405,001 | 5,604 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $484,616 | 6,229 | Shares | Sole | 2020-11-02 | |
| No filing history on record for this holder in this stock. | ||||||