Position in ED
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$30,200,993
+$4,837,583 QoQ
Shares Held
272,991
+21.8% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#110
of 1,422 holders
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 27%
Shared 12%
None 61%
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cerity Partners LLC holds $641,360,641 across 37 Utilities - Regulated Electric names. ED ranks #7 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,493,361 | $131,072,294 | |
| 2 | EIX |
Edison International
|
809,682 | $60,280,823 | |
| 3 | DUK |
Duke Energy CORP
|
433,711 | $54,899,137 | |
| 4 | PCG |
PG&E Corp
|
3,082,638 | $51,849,970 | |
| 5 | ES |
Eversource Energy
|
537,372 | $38,835,873 | |
| 6 | DTE |
Dte Energy Co
|
218,079 | $33,228,695 | |
| 7 | ED |
Consolidated Edison Inc
This page
|
272,991 | $30,200,993 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
325,174 | $26,391,118 |
All Filings in ED
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,200,993 | 272,991 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $25,363,410 | 224,098 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,798,175 | 128,858 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $11,675,498 | 116,151 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $12,359,507 | 123,164 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $9,604,188 | 86,845 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $6,860,448 | 76,885 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $8,051,643 | 77,323 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,883,388 | 65,795 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,980,201 | 76,866 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $5,200,118 | 57,163 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $3,390,580 | 39,642 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,432,583 | 49,033 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,217,803 | 44,087 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,819,357 | 40,073 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,622,407 | 18,918 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,983,690 | 20,859 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $382,791 | 4,043 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $417,214 | 4,890 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $281,696 | 3,766 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||