Position in ED
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$381,784
+$594 QoQ
Shares Held
3,451
+2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#831
of 1,421 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026RWA WEALTH PARTNERS, LLC holds $55,859,595 across 10 Utilities - Regulated Electric names. ED ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
451,739 | $39,649,131 | |
| 2 | DUK |
Duke Energy CORP
|
86,020 | $10,888,410 | |
| 3 | AEP |
American Electric Power Co Inc
|
10,405 | $1,423,507 | |
| 4 | ETR |
Entergy Corp /De/
|
6,757 | $776,109 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
6,569 | $767,061 | |
| 6 | EXC |
Exelon Corp
|
16,201 | $755,290 | |
| 7 | SO |
Southern Co
|
7,801 | $746,633 | |
| 8 | ED |
Consolidated Edison Inc
This page
|
3,451 | $381,784 |
All Filings in ED
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $381,784 | 3,451 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $381,190 | 3,368 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $348,017 | 3,504 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $328,700 | 3,270 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $341,390 | 3,402 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $555,935 | 5,027 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $524,137 | 5,874 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,152,614 | 11,069 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $813,722 | 9,100 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $826,371 | 9,100 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $828,463 | 9,107 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $957,422 | 11,194 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $821,916 | 9,092 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,070,929 | 11,194 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,066,232 | 11,187 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $923,120 | 10,764 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,023,656 | 10,764 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $1,019,135 | 10,764 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $901,320 | 10,564 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $766,840 | 10,564 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $757,650 | 10,564 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $790,187 | 10,564 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $571,944 | 7,914 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $616,253 | 7,921 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $569,254 | 7,914 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $617,292 | 7,914 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||