Position in ED
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$484,338
+$55,499 QoQ
Shares Held
4,378
+15.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#752
of 1,422 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, 2026Focused Wealth Management, Inc holds $2,648,073 across 6 Utilities - Regulated Electric names. ED ranks #3 (18.3% of the industry book) .
All Filings in ED
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $484,338 | 4,378 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $428,839 | 3,789 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $374,138 | 3,767 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $376,045 | 3,741 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $372,900 | 3,716 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $428,093 | 3,871 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $356,920 | 4,000 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $398,505 | 3,827 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $342,210 | 3,827 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $347,439 | 3,826 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $347,960 | 3,825 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $327,066 | 3,824 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $345,689 | 3,824 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $365,746 | 3,823 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $364,370 | 3,823 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $327,774 | 3,822 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $324,195 | 3,409 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $322,669 | 3,408 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $290,770 | 3,408 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $247,314 | 3,407 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $244,278 | 3,406 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $254,694 | 3,405 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $247,813 | 3,429 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $266,698 | 3,428 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $246,576 | 3,428 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $267,306 | 3,427 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||