Position in ED
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,474,018
-$140,440 QoQ
Shares Held
22,363
-3.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#357
of 1,422 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Joel Isaacson & Co., LLC holds $9,865,110 across 8 Utilities - Regulated Electric names. ED ranks #2 (25.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
46,746 | $4,102,896 | |
| 2 | ED |
Consolidated Edison Inc
This page
|
22,363 | $2,474,018 | |
| 3 | DUK |
Duke Energy CORP
|
6,366 | $805,808 | |
| 4 | D |
Dominion Energy, Inc
|
10,901 | $744,429 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,830 | $523,982 | |
| 6 | NGG |
National Grid PLC
|
5,734 | $475,176 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
5,156 | $418,460 | |
| 8 | SO |
Southern Co
|
3,347 | $320,341 |
All Filings in ED
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,474,018 | 22,363 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,614,458 | 23,100 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,199,143 | 22,142 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,224,708 | 22,132 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,385,018 | 23,767 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,516,475 | 22,755 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,001,964 | 22,436 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,334,178 | 22,416 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,186,229 | 24,449 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,171,630 | 23,914 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,063,290 | 22,681 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,937,340 | 22,651 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,120,332 | 23,455 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,133,441 | 22,300 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,123,697 | 22,282 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,944,779 | 22,677 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $2,154,966 | 22,660 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,060,899 | 21,767 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,898,284 | 22,249 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,599,230 | 22,031 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,592,901 | 22,210 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,678,512 | 22,440 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,675,218 | 23,180 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $849,965 | 10,925 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $785,115 | 10,915 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $850,668 | 10,906 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||