Position in ED
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$58,968,998
-$914,087 QoQ
Shares Held
533,029
+0.7% QoQ
Ownership
0.145%
of shares outstanding
% of Portfolio
2.08%
of 13F equity value
Holder Rank
#69
of 1,422 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Welch Group, LLC holds $268,011,765 across 14 Utilities - Regulated Electric names. ED ranks #3 (22.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
787,841 | $75,404,262 | |
| 2 | NEE |
Nextera Energy Inc
|
858,202 | $75,324,389 | |
| 3 | ED |
Consolidated Edison Inc
This page
|
533,029 | $58,968,998 | |
| 4 | AEP |
American Electric Power Co Inc
|
384,533 | $52,607,959 | |
| 5 | DUK |
Duke Energy CORP
|
13,082 | $1,655,919 | |
| 6 | ETR |
Entergy Corp /De/
|
6,303 | $723,962 | |
| 7 | D |
Dominion Energy, Inc
|
9,909 | $676,685 | |
| 8 | IDA |
Idacorp Inc
|
3,656 | $553,152 |
All Filings in ED
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,968,998 | 533,029 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $59,883,085 | 529,096 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $52,457,745 | 528,169 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $52,541,502 | 522,697 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $51,580,903 | 514,010 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $56,776,131 | 513,393 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $44,874,034 | 502,903 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $51,990,963 | 499,289 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $44,291,514 | 495,320 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $44,440,416 | 489,378 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $43,125,874 | 474,067 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $39,765,377 | 464,929 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $41,570,530 | 459,851 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $44,064,740 | 460,591 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $44,244,236 | 464,214 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $39,018,312 | 454,971 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $43,149,437 | 453,727 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $43,243,859 | 456,737 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $38,173,874 | 447,420 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $31,498,978 | 433,930 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $30,252,786 | 421,818 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $30,000,185 | 401,072 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $27,340,391 | 378,309 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $27,916,118 | 358,819 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $25,080,912 | 348,685 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $26,224,536 | 336,212 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||