Position in ED
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,680,896
-$125,515 QoQ
Shares Held
24,233
-2.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#347
of 1,421 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Capital Investment Advisors, LLC holds $98,457,768 across 21 Utilities - Regulated Electric names. ED ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
648,573 | $62,074,921 | |
| 2 | DUK |
Duke Energy CORP
|
64,945 | $8,220,738 | |
| 3 | AEP |
American Electric Power Co Inc
|
51,813 | $7,088,536 | |
| 4 | NEE |
Nextera Energy Inc
|
72,100 | $6,328,217 | |
| 5 | D |
Dominion Energy, Inc
|
65,733 | $4,488,906 | |
| 6 | ED |
Consolidated Edison Inc
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|
24,233 | $2,680,896 | |
| 7 | ES |
Eversource Energy
|
23,256 | $1,680,711 | |
| 8 | ETR |
Entergy Corp /De/
|
8,241 | $946,561 |
All Filings in ED
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,680,896 | 24,233 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,806,411 | 24,796 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,429,069 | 24,457 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $2,380,012 | 23,677 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,465,398 | 24,568 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,801,420 | 34,374 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,960,294 | 33,176 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $3,453,471 | 33,165 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $3,055,570 | 34,171 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $3,121,593 | 34,375 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,188,589 | 35,051 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $3,059,750 | 35,774 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $3,199,888 | 35,397 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $3,241,586 | 33,883 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $3,275,042 | 34,362 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $2,901,946 | 33,838 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $3,264,973 | 34,332 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $3,331,789 | 35,190 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $2,878,270 | 33,735 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $2,448,533 | 33,731 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,745,234 | 24,334 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,652,257 | 22,089 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,463,106 | 20,245 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $1,546,664 | 19,880 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,452,986 | 20,200 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,576,458 | 20,211 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||