EXENCIAL WEALTH ADVISORS, LLC

Position in ED — Consolidated Edison Inc

CIK 1576151 OKLAHOMA CITY, OK

Position in ED

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$718,013

+$74,519 QoQ

Shares Held

6,344

-2.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2022

14 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Utilities · as of Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $25,564,869 across 15 Utilities - Regulated Electric names. ED ranks #7 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EVRG	Evergy, Inc.	160,453	$13,144,309
2	AEP	American Electric Power Co Inc	34,027	$4,460,259
3	DUK	Duke Energy CORP	13,151	$1,721,991
4	NEE	Nextera Energy Inc	13,801	$1,281,836
5	D	Dominion Energy, Inc	15,533	$960,250
6	SO	Southern Co	8,694	$839,144
7	ED	Consolidated Edison Inc This page	6,344	$718,013
8	EIX	Edison International	7,369	$539,263

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$718,013	6,344	-2.1%	Shares	Sole	2026-04-28
2025-12-31	$643,494	6,479	+25.5%	Shares	Sole	2026-01-30
2025-09-30	$518,884	5,162	+3.1%	Shares	Sole	2025-10-27
2025-06-30	$502,653	5,009	-6.7%	Shares	Sole	2025-07-30
2025-03-31	$593,868	5,370	-10.3%	Shares	Sole	2025-05-09
2024-12-31	$534,220	5,987	+1.2%	Shares	Sole	2025-02-06
2024-09-30	$616,137	5,917	+4.8%	Shares	Sole	2024-10-31
2024-06-30	$504,775	5,645	+3.6%	Shares	Sole	2024-08-12
2024-03-31	$494,914	5,450	+21.7%	Shares	Sole	2024-05-10
2023-12-31	$407,363	4,478	+68.7%	Shares	Sole	2024-02-13
2023-09-30	$227,082	2,655	+0.7%	Shares	Sole	2023-11-08
2023-06-30	$238,384	2,637	+20.2%	Shares	Sole	2023-08-10
2023-03-31	$209,804	2,193	+0.5%	Shares	Sole	2023-05-02
2022-06-30	$207,508	2,182	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.