Position in ED
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,413,962
-$21,273 QoQ
Shares Held
12,781
+0.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#473
of 1,422 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Apriem Advisors holds $1,726,108 across 2 Utilities - Regulated Electric names. ED ranks #1 (81.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
This page
|
12,781 | $1,413,962 | |
| 2 | DUK |
Duke Energy CORP
|
2,466 | $312,146 |
All Filings in ED
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,413,962 | 12,781 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,435,235 | 12,681 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,259,476 | 12,681 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,280,825 | 12,742 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,277,555 | 12,731 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,412,344 | 12,771 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,139,556 | 12,771 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,329,844 | 12,771 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,143,324 | 12,786 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,145,114 | 12,610 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,065,928 | 22,710 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,955,900 | 22,868 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,095,833 | 23,184 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,222,988 | 23,236 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,214,623 | 23,236 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,016,217 | 23,510 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,233,899 | 23,490 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,222,613 | 23,475 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,000,327 | 23,445 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,770,833 | 24,395 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,657,090 | 23,105 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,679,634 | 22,455 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $920,286 | 12,734 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,588,520 | 20,418 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,080,676 | 15,024 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $2,320,578 | 29,751 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||