Position in ED
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$96,187,720
+$3,554,042 QoQ
Shares Held
849,865
-8.9% QoQ
Ownership
0.231%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 13.636401075464926.ToString("F0")%
Shared 0.ToString("F0")%
None 86.36359892453507.ToString("F0")%
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Derivatives in ED
reported options exposure · as of Jun 30, 2025CallValue
$0
CallShares
0
PutValue
$301,050
PutShares
3,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026LPL Financial LLC holds $2,352,045,334 across 38 Utilities - Regulated Electric names. ED ranks #7 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,083,216 | $379,249,102 | |
| 2 | DUK |
Duke Energy CORP
|
2,481,110 | $324,876,543 | |
| 3 | SO |
Southern Co
|
3,070,673 | $296,381,357 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,088,754 | $142,713,874 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
1,198,459 | $138,745,598 | |
| 6 | XEL |
Xcel Energy Inc
|
1,666,224 | $132,364,834 | |
| 7 | ED |
Consolidated Edison Inc
This page
|
849,865 | $96,187,720 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
1,176,951 | $95,274,183 |
All Filings in ED
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $96,187,720 | 849,865 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $92,633,678 | 932,679 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $77,178,954 | 767,797 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $71,069,475 | 708,216 | Shares | Sole | 2025-08-12 | |
| 2025-06-30 | $301,050 | 3,000 | Put | Sole | 2025-08-12 | |
| 2025-03-31 | $331,770 | 3,000 | Put | Sole | 2025-05-07 | |
| 2025-03-31 | $75,001,916 | 678,198 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $60,997,628 | 683,600 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $65,525,989 | 629,271 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $54,241,635 | 606,594 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $27,361,325 | 301,303 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $26,584,254 | 292,231 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $25,147,530 | 294,020 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $25,346,984 | 280,387 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $27,914,783 | 291,782 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $23,173,482 | 243,138 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $20,449,557 | 238,451 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $22,494,383 | 236,534 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $21,372,873 | 225,738 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $18,621,004 | 218,249 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $14,847,703 | 204,542 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $13,028,942 | 181,664 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $12,615,020 | 168,650 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $13,023,343 | 180,204 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $13,305,200 | 171,018 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $11,741,205 | 163,231 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $12,952,914 | 166,063 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||