Position in ED
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,829,789
-$301,054 QoQ
Shares Held
34,618
-5.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#16
of 215 holders
Holding Since
Mar 2020
18 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, 2026Sequoia Financial Advisors, LLC holds $106,158,539 across 34 Utilities - Regulated Electric names. ED ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
132,456 | $18,121,305 | |
| 2 | NEE |
Nextera Energy Inc
|
147,124 | $12,913,073 | |
| 3 | SO |
Southern Co
|
112,262 | $10,744,596 | |
| 4 | DUK |
Duke Energy CORP
|
56,447 | $7,145,061 | |
| 5 | XEL |
Xcel Energy Inc
|
47,995 | $3,853,998 | |
| 6 | ED |
Consolidated Edison Inc
This page
|
34,618 | $3,829,789 | |
| 7 | DTE |
Dte Energy Co
|
24,355 | $3,710,971 | |
| 8 | EIX |
Edison International
|
41,760 | $3,109,032 |
All Filings in ED
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,829,789 | 34,618 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $4,130,843 | 36,498 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,871,937 | 28,916 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,230,237 | 22,187 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,986,428 | 19,795 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,554,010 | 14,052 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,204,248 | 13,496 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $1,305,269 | 12,535 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $913,693 | 10,218 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $983,472 | 10,830 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $900,966 | 9,904 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $458,098 | 5,356 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $487,075 | 5,388 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $422,574 | 4,417 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $399,253 | 4,189 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $210,741 | 2,216 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $214,166 | 2,262 | Shares | Sole | 2022-05-13 | |
| 2020-03-31 | $532,350 | 6,825 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||