Position in ED
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,336,505
+$644,351 QoQ
Shares Held
21,120
+41.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#366
of 1,421 holders
Holding Since
Mar 2021
21 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, 2026MAI Capital Management holds $87,656,003 across 28 Utilities - Regulated Electric names. ED ranks #8 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
242,161 | $23,177,228 | |
| 2 | NEE |
Nextera Energy Inc
|
234,271 | $20,561,965 | |
| 3 | AEP |
American Electric Power Co Inc
|
65,868 | $9,011,400 | |
| 4 | DUK |
Duke Energy CORP
|
47,112 | $5,963,436 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
38,528 | $3,126,931 | |
| 6 | D |
Dominion Energy, Inc
|
45,400 | $3,100,365 | |
| 7 | PCG |
PG&E Corp
|
175,129 | $2,945,669 | |
| 8 | ED |
Consolidated Edison Inc
This page
|
21,120 | $2,336,505 |
All Filings in ED
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,336,505 | 21,120 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,692,154 | 14,951 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,515,623 | 15,260 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,225,238 | 12,189 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,268,122 | 12,637 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,503,802 | 13,598 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,223,521 | 13,712 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,096,697 | 10,532 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $966,898 | 10,813 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $958,136 | 10,551 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $883,591 | 9,713 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $812,962 | 9,505 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $886,824 | 9,810 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $889,156 | 9,294 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $800,127 | 8,395 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $725,786 | 8,463 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $532,464 | 5,599 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $523,012 | 5,524 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $641,862 | 7,523 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $454,921 | 6,267 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $291,046 | 3,891 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||