Position in ED
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$398,821
-$8,513 QoQ
Shares Held
3,605
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#815
of 1,418 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026COURIER CAPITAL LLC holds $12,457,766 across 8 Utilities - Regulated Electric names. ED ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
32,926 | $3,151,347 | |
| 2 | NEE |
Nextera Energy Inc
|
25,648 | $2,251,124 | |
| 3 | DUK |
Duke Energy CORP
|
16,917 | $2,141,353 | |
| 4 | AEP |
American Electric Power Co Inc
|
15,014 | $2,054,065 | |
| 5 | D |
Dominion Energy, Inc
|
26,022 | $1,777,042 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
5,676 | $460,664 | |
| 7 | ED |
Consolidated Edison Inc
This page
|
3,605 | $398,821 | |
| 8 | EIX |
Edison International
|
3,000 | $223,350 |
All Filings in ED
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $398,821 | 3,605 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $407,334 | 3,599 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $336,992 | 3,393 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $340,360 | 3,386 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $349,117 | 3,479 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $383,194 | 3,465 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $324,797 | 3,640 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $379,033 | 3,640 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $341,137 | 3,815 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $346,440 | 3,815 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $356,602 | 3,920 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $355,719 | 4,159 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $407,161 | 4,504 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $430,802 | 4,503 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $476,740 | 5,002 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $450,411 | 5,252 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $499,370 | 5,251 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $497,070 | 5,250 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $447,844 | 5,249 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $380,952 | 5,248 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $376,314 | 5,247 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $394,196 | 5,270 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $388,668 | 5,378 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $418,330 | 5,377 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $368,713 | 5,126 | Shares | Sole | 2020-07-06 | |
| 2020-03-31 | $399,750 | 5,125 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||