Position in ED
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,677,150
+$101,911 QoQ
Shares Held
15,160
+8.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#431
of 1,422 holders
Holding Since
Mar 2020
26 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, 2026MATHER GROUP, LLC. holds $23,289,790 across 30 Utilities - Regulated Electric names. ED ranks #3 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
61,866 | $5,921,194 | |
| 2 | DUK |
Duke Energy CORP
|
35,549 | $4,499,792 | |
| 3 | ED |
Consolidated Edison Inc
This page
|
15,160 | $1,677,150 | |
| 4 | CMS |
Cms Energy Corp
|
18,142 | $1,387,863 | |
| 5 | NEE |
Nextera Energy Inc
|
12,166 | $1,067,809 | |
| 6 | XEL |
Xcel Energy Inc
|
10,529 | $845,478 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
7,042 | $753,494 | |
| 8 | AEP |
American Electric Power Co Inc
|
5,410 | $740,142 |
All Filings in ED
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,677,150 | 15,160 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,575,239 | 13,918 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,120,528 | 11,282 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,608,521 | 16,002 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,203,096 | 11,989 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,127,907 | 10,199 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $475,417 | 5,328 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $608,119 | 5,840 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $521,050 | 5,827 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $560,388 | 6,171 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $563,468 | 6,194 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $488,376 | 5,710 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $728,352 | 8,057 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $459,311 | 4,801 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $415,360 | 4,358 | Shares | Sole | 2023-03-10 | |
| 2022-09-30 | $406,073 | 4,735 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $387,057 | 4,070 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $650,356 | 6,869 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $12,787,846 | 149,881 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $10,707,750 | 147,510 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $10,012,255 | 139,602 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $9,879,584 | 132,080 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $7,151,116 | 98,950 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $6,628,715 | 85,202 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $5,426,758 | 75,445 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $5,444,088 | 69,796 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||