Perigon Wealth Management, LLC
Position in ED — Consolidated Edison Inc
CIK 1575239
SAN FRANCISCO, CA
Position in ED
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,551,032
+$108,667 QoQ
Shares Held
14,020
+10.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#446
of 1,422 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Perigon Wealth Management, LLC holds $32,663,808 across 22 Utilities - Regulated Electric names. ED ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
119,680 | $10,504,313 | |
| 2 | SO |
Southern Co
|
34,256 | $3,278,641 | |
| 3 | AEP |
American Electric Power Co Inc
|
23,590 | $3,227,347 | |
| 4 | DUK |
Duke Energy CORP
|
20,484 | $2,592,864 | |
| 5 | D |
Dominion Energy, Inc
|
32,322 | $2,207,269 | |
| 6 | ED |
Consolidated Edison Inc
This page
|
14,020 | $1,551,032 | |
| 7 | EXC |
Exelon Corp
|
29,638 | $1,381,723 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
12,259 | $994,940 |
All Filings in ED
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,551,032 | 14,020 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,442,365 | 12,744 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,221,139 | 12,295 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $757,116 | 7,532 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $643,042 | 6,408 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $658,121 | 5,951 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $524,940 | 5,883 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $555,012 | 5,330 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $482,957 | 5,401 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $466,672 | 5,139 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $428,195 | 4,707 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $381,805 | 4,464 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $440,790 | 4,876 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $334,845 | 3,500 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $310,901 | 3,262 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $324,515 | 3,784 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $320,391 | 3,369 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $279,495 | 2,952 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $523,950 | 6,141 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $439,967 | 6,061 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $562,786 | 7,847 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $579,700 | 7,750 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $529,666 | 7,329 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $623,333 | 8,012 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $577,885 | 8,034 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $637,104 | 8,168 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||