Position in ED
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$985,381
-$21,355 QoQ
Shares Held
8,907
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#560
of 1,422 holders
Holding Since
Mar 2020
25 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, 2026B. Riley Wealth Advisors, Inc. holds $8,429,787 across 13 Utilities - Regulated Electric names. ED ranks #4 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
15,332 | $1,345,689 | |
| 2 | DUK |
Duke Energy CORP
|
10,151 | $1,284,913 | |
| 3 | SO |
Southern Co
|
10,899 | $1,043,143 | |
| 4 | ED |
Consolidated Edison Inc
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|
8,907 | $985,381 | |
| 5 | NGG |
National Grid PLC
|
9,077 | $752,210 | |
| 6 | EVRG |
Evergy, Inc.
|
6,601 | $570,524 | |
| 7 | ETR |
Entergy Corp /De/
|
4,967 | $570,509 | |
| 8 | AEP |
American Electric Power Co Inc
|
3,777 | $516,731 |
All Filings in ED
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $985,381 | 8,907 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,006,736 | 8,895 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $908,678 | 9,149 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $866,884 | 8,624 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $894,519 | 8,914 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $2,665,032 | 29,867 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $3,036,118 | 29,157 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $2,893,810 | 32,362 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $2,891,481 | 31,841 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $2,934,783 | 32,261 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $2,723,360 | 31,841 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $6,288,043 | 69,558 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $3,314,869 | 34,649 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $2,500,839 | 26,239 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $2,139,368 | 24,946 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $2,077,079 | 21,841 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $2,229,998 | 23,553 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $2,033,516 | 23,834 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $1,712,833 | 23,596 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $1,636,004 | 22,811 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $1,534,372 | 20,513 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,180,747 | 16,338 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $1,265,650 | 16,268 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $1,159,943 | 16,126 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $1,098,162 | 14,079 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||