Position in ED
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$977,969
+$298,097 QoQ
Shares Held
8,840
+47.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#566
of 1,422 holders
Holding Since
Dec 2021
17 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, 2026Crestwood Advisors Group, LLC holds $29,543,018 across 24 Utilities - Regulated Electric names. ED ranks #5 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
183,905 | $16,141,341 | |
| 2 | DUK |
Duke Energy CORP
|
11,357 | $1,437,569 | |
| 3 | AEP |
American Electric Power Co Inc
|
9,897 | $1,354,008 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
12,415 | $1,007,601 | |
| 5 | ED |
Consolidated Edison Inc
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|
8,840 | $977,969 | |
| 6 | ETR |
Entergy Corp /De/
|
8,214 | $943,460 | |
| 7 | SO |
Southern Co
|
8,326 | $796,881 | |
| 8 | EXC |
Exelon Corp
|
16,158 | $753,285 |
All Filings in ED
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $977,969 | 8,840 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $679,872 | 6,007 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $531,163 | 5,348 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $359,962 | 3,581 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $543,094 | 5,412 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $543,660 | 4,916 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $452,574 | 5,072 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $537,414 | 5,161 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $444,327 | 4,969 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $426,716 | 4,699 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $417,734 | 4,592 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $261,636 | 3,059 | Shares | Sole | 2023-11-15 | |
| 2022-12-31 | $205,107 | 2,152 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $302,990 | 3,533 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $239,652 | 2,520 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $238,309 | 2,517 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $245,721 | 2,880 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||