Position in ED
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$650,946
-$22,248 QoQ
Shares Held
5,884
-1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#668
of 1,418 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026United Asset Strategies, Inc. holds $34,393,612 across 9 Utilities - Regulated Electric names. ED ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
111,547 | $14,119,619 | |
| 2 | ETR |
Entergy Corp /De/
|
70,014 | $8,041,808 | |
| 3 | LNT |
Alliant Energy Corp
|
80,414 | $6,134,784 | |
| 4 | FE |
Firstenergy Corp
|
37,710 | $1,792,733 | |
| 5 | NEE |
Nextera Energy Inc
|
19,717 | $1,730,561 | |
| 6 | ES |
Eversource Energy
|
13,606 | $983,305 | |
| 7 | ED |
Consolidated Edison Inc
This page
|
5,884 | $650,946 | |
| 8 | D |
Dominion Energy, Inc
|
8,562 | $584,698 |
All Filings in ED
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $650,946 | 5,884 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $673,194 | 5,948 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $685,605 | 6,903 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $718,818 | 7,151 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $947,002 | 9,437 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,046,070 | 9,459 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $575,979 | 6,455 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $705,168 | 6,772 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $469,991 | 5,256 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $540,410 | 5,951 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $543,636 | 5,976 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $492,738 | 5,761 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $520,704 | 5,760 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $493,561 | 5,159 | Shares | Sole | 2023-07-25 | |
| 2022-12-31 | $498,852 | 5,234 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $427,513 | 4,985 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $473,978 | 4,984 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $491,199 | 5,188 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $442,384 | 5,185 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $376,233 | 5,183 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $358,600 | 5,000 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $381,480 | 5,100 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $460,287 | 6,369 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $495,430 | 6,368 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $532,569 | 7,404 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $597,012 | 7,654 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||