Position in ED
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$377,358
-$6,435 QoQ
Shares Held
3,411
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#837
of 1,422 holders
Holding Since
Jun 2021
9 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, 2026Composition Wealth, LLC holds $10,231,752 across 20 Utilities - Regulated Electric names. ED ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
29,902 | $2,624,498 | |
| 2 | SO |
Southern Co
|
21,889 | $2,094,996 | |
| 3 | AEP |
American Electric Power Co Inc
|
5,881 | $804,579 | |
| 4 | D |
Dominion Energy, Inc
|
7,995 | $545,978 | |
| 5 | EVRG |
Evergy, Inc.
|
5,751 | $497,058 | |
| 6 | DUK |
Duke Energy CORP
|
3,885 | $491,763 | |
| 7 | ED |
Consolidated Edison Inc
This page
|
3,411 | $377,358 | |
| 8 | EXC |
Exelon Corp
|
6,419 | $299,253 |
All Filings in ED
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $377,358 | 3,411 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $383,793 | 3,391 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $249,094 | 2,508 | Shares | Sole | 2026-02-02 | |
| 2022-09-30 | $4,678,551 | 54,554 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $5,315,139 | 55,890 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $5,511,796 | 58,215 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $5,141,127 | 60,257 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $4,413,399 | 60,799 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,437,412 | 20,042 | Shares | Sole | 2021-07-28 | |
| No filing history on record for this holder in this stock. | ||||||