Position in ED
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$28,422,440
+$2,855,685 QoQ
Shares Held
251,126
-2.4% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026CWM, LLC holds $290,059,014 across 38 Utilities - Regulated Electric names. ED ranks #4 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
|
2,351,877 | $41,322,478 | |
| 2 | EIX |
Edison International
|
553,439 | $40,500,666 | |
| 3 | AEP |
American Electric Power Co Inc
|
250,243 | $32,801,852 | |
| 4 | ED |
Consolidated Edison Inc
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|
251,126 | $28,422,440 | |
| 5 | DUK |
Duke Energy CORP
|
209,645 | $27,450,916 | |
| 6 | NEE |
Nextera Energy Inc
|
261,178 | $24,258,212 | |
| 7 | EVRG |
Evergy, Inc.
|
280,007 | $22,938,173 | |
| 8 | SO |
Southern Co
|
158,138 | $15,263,479 |
All Filings in ED
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,422,440 | 251,126 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $25,566,755 | 257,418 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $25,690,600 | 255,577 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $22,776,539 | 226,971 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $25,298,568 | 228,760 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $20,638,631 | 231,297 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $24,963,293 | 239,732 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $22,206,920 | 248,344 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $23,163,814 | 255,080 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $23,912,283 | 262,859 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $25,123,582 | 293,740 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,131,446 | 12,516 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,077,435 | 11,262 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $998,467 | 10,476 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $947,991 | 11,054 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $775,635 | 8,156 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $573,950 | 6,062 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $392,130 | 4,596 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $344,471 | 4,803 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $359,264 | 4,803 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $347,112 | 4,803 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $373,673 | 4,803 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $345,479 | 4,803 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $374,634 | 4,803 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||