Position in ED
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$847,535
-$70,467 QoQ
Shares Held
7,661
-5.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#608
of 1,421 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 85%
Shared 14%
None 1%
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Evercore Wealth Management, LLC holds $21,866,904 across 8 Utilities - Regulated Electric names. ED ranks #3 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
176,414 | $15,483,855 | |
| 2 | DUK |
Duke Energy CORP
|
24,009 | $3,039,058 | |
| 3 | ED |
Consolidated Edison Inc
This page
|
7,661 | $847,535 | |
| 4 | SO |
Southern Co
|
8,817 | $843,874 | |
| 5 | EIX |
Edison International
|
8,521 | $634,388 | |
| 6 | AEE |
Ameren Corp
|
3,600 | $406,944 | |
| 7 | ETR |
Entergy Corp /De/
|
2,924 | $335,850 | |
| 8 | CMS |
Cms Energy Corp
|
3,600 | $275,400 |
All Filings in ED
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $847,535 | 7,661 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $918,002 | 8,111 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $820,482 | 8,261 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $816,221 | 8,120 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $804,806 | 8,020 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $889,253 | 8,041 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $717,409 | 8,040 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $994,648 | 9,552 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $854,139 | 9,552 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $867,416 | 9,552 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $890,778 | 9,792 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $876,425 | 10,247 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $927,141 | 10,256 | Shares | Defined | 2023-08-04 | |
| 2023-03-31 | $981,191 | 10,256 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $976,640 | 10,247 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $878,782 | 10,247 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $974,489 | 10,247 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $970,185 | 10,247 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $874,274 | 10,247 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $791,013 | 10,897 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $664,342 | 9,263 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $693,470 | 9,271 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $734,118 | 10,158 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $872,293 | 11,212 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $805,328 | 11,196 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $882,804 | 11,318 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||