Position in ED
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,832,723
+$560,732 QoQ
Shares Held
16,193
+26.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 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 Mar 31, 2026EP Wealth Advisors, LLC holds $167,382,733 across 28 Utilities - Regulated Electric names. ED ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
644,609 | $59,871,283 | |
| 2 | XEL |
Xcel Energy Inc
|
565,921 | $44,956,764 | |
| 3 | SO |
Southern Co
|
385,144 | $37,174,098 | |
| 4 | DUK |
Duke Energy CORP
|
28,787 | $3,769,369 | |
| 5 | IDA |
Idacorp Inc
|
17,550 | $2,509,123 | |
| 6 | AEP |
American Electric Power Co Inc
|
16,750 | $2,195,590 | |
| 7 | ED |
Consolidated Edison Inc
This page
|
16,193 | $1,832,723 | |
| 8 | ES |
Eversource Energy
|
24,148 | $1,672,973 |
All Filings in ED
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,832,723 | 16,193 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,271,991 | 12,807 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $1,182,524 | 11,784 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,078,252 | 9,750 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $868,297 | 9,731 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,113,670 | 10,695 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $984,871 | 11,014 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $1,172,720 | 12,914 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,148,132 | 12,621 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $1,049,880 | 12,275 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $8,519,838 | 94,246 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $236,113 | 2,468 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $892,864 | 9,368 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $602,648 | 6,337 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $559,464 | 5,909 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $548,181 | 6,425 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $484,393 | 6,673 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $443,086 | 6,178 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $461,740 | 6,173 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $495,772 | 6,860 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $520,637 | 6,692 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $0 | 0 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $537,498 | 6,891 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||