Position in ED
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$216,834
-$4,998 QoQ
Shares Held
1,960
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,078
of 1,418 holders
Holding Since
Mar 2022
14 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, 2026Roundview Capital LLC holds $4,272,150 across 7 Utilities - Regulated Electric names. ED ranks #7 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
15,576 | $1,367,105 | |
| 2 | DUK |
Duke Energy CORP
|
6,901 | $873,528 | |
| 3 | SO |
Southern Co
|
8,524 | $815,832 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
5,309 | $430,878 | |
| 5 | AEP |
American Electric Power Co Inc
|
2,548 | $348,591 | |
| 6 | ETR |
Entergy Corp /De/
|
1,910 | $219,382 | |
| 7 | ED |
Consolidated Edison Inc
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|
1,960 | $216,834 |
All Filings in ED
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,834 | 1,960 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $221,832 | 1,960 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $236,020 | 2,348 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $235,621 | 2,348 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $259,665 | 2,348 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $209,512 | 2,348 | Shares | Sole | 2025-02-12 | |
| 2023-12-31 | $291,831 | 3,208 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $274,380 | 3,208 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $290,003 | 3,208 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $380,862 | 3,981 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $429,562 | 4,507 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $372,970 | 4,349 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $702,693 | 7,389 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $679,707 | 7,179 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||