Position in ED
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,251,446
+$359,362 QoQ
Shares Held
11,312
+43.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#495
of 1,422 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $13,635,525 across 13 Utilities - Regulated Electric names. ED ranks #3 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
28,877 | $3,655,250 | |
| 2 | NEE |
Nextera Energy Inc
|
41,434 | $3,636,662 | |
| 3 | ED |
Consolidated Edison Inc
This page
|
11,312 | $1,251,446 | |
| 4 | SO |
Southern Co
|
10,153 | $971,743 | |
| 5 | AEE |
Ameren Corp
|
8,088 | $914,267 | |
| 6 | AEP |
American Electric Power Co Inc
|
6,378 | $872,574 | |
| 7 | LNT |
Alliant Energy Corp
|
7,527 | $574,234 | |
| 8 | ES |
Eversource Energy
|
6,690 | $483,486 |
All Filings in ED
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,251,446 | 11,312 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $892,084 | 7,882 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $788,998 | 7,944 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $834,014 | 8,297 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $824,475 | 8,216 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $895,447 | 8,097 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $726,421 | 8,141 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,064,729 | 10,225 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $901,174 | 10,078 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $906,102 | 9,978 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,025,504 | 11,273 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $962,469 | 11,253 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $999,010 | 11,051 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,161,720 | 12,143 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,101,878 | 11,561 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $962,656 | 11,225 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,071,111 | 11,263 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,039,302 | 10,977 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $871,202 | 10,211 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $740,055 | 10,195 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $632,498 | 8,819 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $634,154 | 8,478 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $644,792 | 8,922 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $654,453 | 8,412 | Shares | Sole | 2021-02-03 | |
| 2020-06-30 | $406,620 | 5,653 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $334,386 | 4,287 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||