Position in ED
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,589,295
+$225,082 QoQ
Shares Held
23,405
-1.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#352
of 1,418 holders
Holding Since
Sep 2020
23 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, 2026J.W. COLE ADVISORS, INC. holds $74,083,348 across 26 Utilities - Regulated Electric names. ED ranks #8 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
156,107 | $13,701,511 | |
| 2 | DUK |
Duke Energy CORP
|
85,648 | $10,841,323 | |
| 3 | SO |
Southern Co
|
78,168 | $7,481,459 | |
| 4 | ETR |
Entergy Corp /De/
|
48,933 | $5,620,444 | |
| 5 | AEP |
American Electric Power Co Inc
|
39,242 | $5,368,698 | |
| 6 | LNT |
Alliant Energy Corp
|
48,792 | $3,722,341 | |
| 7 | DTE |
Dte Energy Co
|
20,279 | $3,089,911 | |
| 8 | ED |
Consolidated Edison Inc
This page
|
23,405 | $2,589,295 |
All Filings in ED
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,589,295 | 23,405 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $2,364,213 | 23,804 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,042,438 | 30,267 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,000,063 | 29,896 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,363,640 | 21,373 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,312,127 | 14,705 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,563,720 | 15,017 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,328,065 | 14,852 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,406,646 | 15,490 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,444,330 | 15,877 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $688,088 | 8,045 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $742,726 | 8,216 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $782,484 | 8,179 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $697,097 | 7,314 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $647,916 | 7,555 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $684,529 | 7,198 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $702,999 | 7,425 | Shares | Sole | 2022-06-10 | |
| 2021-12-31 | $700,050 | 8,205 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $522,938 | 7,204 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $555,399 | 7,744 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $522,627 | 6,987 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $486,955 | 6,738 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,250,484 | 41,780 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||