GRIMES & Co WEALTH MANAGEMENT, LLC
Position in ED — Consolidated Edison Inc
CIK 1321993
WESTBOROUGH, MA
Position in ED
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$553,260
+$3,998 QoQ
Shares Held
5,001
+3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#708
of 1,421 holders
Holding Since
Mar 2021
22 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, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $9,363,823 across 11 Utilities - Regulated Electric names. ED ranks #6 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
28,547 | $2,505,570 | |
| 2 | ETR |
Entergy Corp /De/
|
14,108 | $1,620,444 | |
| 3 | DUK |
Duke Energy CORP
|
10,521 | $1,331,747 | |
| 4 | SO |
Southern Co
|
12,995 | $1,243,751 | |
| 5 | D |
Dominion Energy, Inc
|
11,151 | $761,501 | |
| 6 | ED |
Consolidated Edison Inc
This page
|
5,001 | $553,260 | |
| 7 | ES |
Eversource Energy
|
4,123 | $297,968 | |
| 8 | EXC |
Exelon Corp
|
6,341 | $295,617 |
All Filings in ED
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $553,260 | 5,001 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $549,262 | 4,853 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $478,821 | 4,821 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $530,544 | 5,278 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $523,927 | 5,221 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $590,218 | 5,337 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $472,651 | 5,297 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $565,113 | 5,427 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $470,170 | 5,258 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $476,298 | 5,245 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $476,046 | 5,233 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $446,295 | 5,218 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $471,345 | 5,214 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $498,440 | 5,210 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $496,183 | 5,206 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $386,177 | 4,503 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $427,094 | 4,491 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $423,882 | 4,477 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $381,636 | 4,473 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $349,230 | 4,811 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $345,044 | 4,811 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $359,563 | 4,807 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||