Position in ED
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$324,367
-$7,476 QoQ
Shares Held
2,932
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#895
of 1,422 holders
Holding Since
Mar 2020
19 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, 2026Wellington Shields & Co., LLC holds $5,970,525 across 9 Utilities - Regulated Electric names. ED ranks #6 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
18,084 | $1,730,819 | |
| 2 | EIX |
Edison International
|
15,500 | $1,153,975 | |
| 3 | NEE |
Nextera Energy Inc
|
12,695 | $1,114,240 | |
| 4 | DUK |
Duke Energy CORP
|
6,049 | $765,682 | |
| 5 | DTE |
Dte Energy Co
|
3,500 | $533,295 | |
| 6 | ED |
Consolidated Edison Inc
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|
2,932 | $324,367 | |
| 7 | ETR |
Entergy Corp /De/
|
1,360 | $156,209 | |
| 8 | AEP |
American Electric Power Co Inc
|
850 | $116,288 |
All Filings in ED
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $324,367 | 2,932 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $331,843 | 2,932 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $251,478 | 2,532 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $254,516 | 2,532 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $295,932 | 2,949 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $229,253 | 2,073 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $184,973 | 2,073 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $222,005 | 2,132 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $190,643 | 2,132 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $193,606 | 2,132 | Shares | Sole | 2024-05-23 | |
| 2023-12-31 | $193,948 | 2,132 | Shares | Sole | 2024-05-23 | |
| 2023-09-30 | $182,349 | 2,132 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $192,732 | 2,132 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $181,007 | 1,892 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $189,857 | 1,992 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $170,833 | 1,992 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $189,439 | 1,992 | Shares | Sole | 2022-08-12 | |
| 2020-06-30 | $215,214 | 2,992 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $259,428 | 3,326 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||