Position in ED
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$680,485
+$6,725 QoQ
Shares Held
6,151
+3.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#657
of 1,422 holders
Holding Since
Mar 2022
18 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, 2026Essex Financial Services, Inc. holds $18,105,192 across 19 Utilities - Regulated Electric names. ED ranks #7 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
42,812 | $3,757,609 | |
| 2 | SO |
Southern Co
|
37,207 | $3,561,081 | |
| 3 | DUK |
Duke Energy CORP
|
15,657 | $1,981,863 | |
| 4 | ES |
Eversource Energy
|
20,910 | $1,511,165 | |
| 5 | AEP |
American Electric Power Co Inc
|
7,643 | $1,045,638 | |
| 6 | D |
Dominion Energy, Inc
|
13,750 | $938,987 | |
| 7 | ED |
Consolidated Edison Inc
This page
|
6,151 | $680,485 | |
| 8 | EIX |
Edison International
|
7,521 | $559,938 |
All Filings in ED
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $680,485 | 6,151 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $673,760 | 5,953 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $532,156 | 5,358 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $545,723 | 5,429 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $512,487 | 5,107 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $534,039 | 4,829 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $439,903 | 4,930 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $496,179 | 4,765 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $487,517 | 5,452 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $307,664 | 3,388 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $269,544 | 2,963 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $216,561 | 2,532 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $228,260 | 2,525 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $265,005 | 2,770 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $241,801 | 2,537 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $217,058 | 2,531 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $240,698 | 2,531 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $205,739 | 2,173 | Shares | Sole | 2022-04-21 | |
| No filing history on record for this holder in this stock. | ||||||