Position in ED
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,756,868
-$1,389,824 QoQ
Shares Held
42,998
-20.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#268
of 1,422 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Private Advisor Group, LLC holds $99,494,944 across 28 Utilities - Regulated Electric names. ED ranks #7 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
247,270 | $21,702,887 | |
| 2 | DUK |
Duke Energy CORP
|
75,287 | $9,529,828 | |
| 3 | AEP |
American Electric Power Co Inc
|
65,832 | $9,006,475 | |
| 4 | SO |
Southern Co
|
86,588 | $8,287,337 | |
| 5 | D |
Dominion Energy, Inc
|
95,883 | $6,547,850 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
74,794 | $6,070,281 | |
| 7 | ED |
Consolidated Edison Inc
This page
|
42,998 | $4,756,868 | |
| 8 | XEL |
Xcel Energy Inc
|
57,252 | $4,597,335 |
All Filings in ED
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,756,868 | 42,998 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $6,146,692 | 54,309 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $5,373,311 | 54,101 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,924,675 | 48,992 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,741,035 | 47,245 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,024,988 | 45,438 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $4,150,711 | 46,517 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $4,964,189 | 47,673 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $4,348,315 | 48,628 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $4,516,435 | 49,735 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,383,207 | 48,183 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,116,473 | 48,129 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $4,262,992 | 47,157 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,045,118 | 42,282 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $826,930 | 46,269 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $3,862,201 | 45,035 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $4,704,216 | 49,466 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $4,896,565 | 51,717 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $5,110,838 | 59,902 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $5,848,503 | 80,569 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $4,360,647 | 60,801 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $4,524,876 | 60,493 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $3,013,153 | 41,693 | Shares | Sole | 2021-04-01 | |
| 2020-09-30 | $3,006,036 | 38,638 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $2,667,452 | 37,084 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $3,098,550 | 39,725 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||