Position in ED
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$418,070
-$25,482 QoQ
Shares Held
3,779
-3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#794
of 1,418 holders
Holding Since
Dec 2023
11 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, 2026FOSTER & MOTLEY INC holds $8,626,827 across 9 Utilities - Regulated Electric names. ED ranks #7 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
42,686 | $3,177,972 | |
| 2 | EXC |
Exelon Corp
|
31,235 | $1,456,175 | |
| 3 | ETR |
Entergy Corp /De/
|
11,497 | $1,320,545 | |
| 4 | CMS |
Cms Energy Corp
|
8,029 | $614,218 | |
| 5 | OGE |
Oge Energy Corp.
|
11,221 | $546,013 | |
| 6 | DUK |
Duke Energy CORP
|
3,405 | $431,004 | |
| 7 | ED |
Consolidated Edison Inc
This page
|
3,779 | $418,070 | |
| 8 | AEP |
American Electric Power Co Inc
|
2,838 | $388,266 |
All Filings in ED
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $418,070 | 3,779 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $443,552 | 3,919 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $426,778 | 4,297 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $434,849 | 4,326 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $440,335 | 4,388 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $479,518 | 4,336 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $386,812 | 4,335 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $477,123 | 4,582 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $437,442 | 4,892 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $312,840 | 3,445 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $364,789 | 4,010 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||