Position in ED
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,299,349
-$25,196 QoQ
Shares Held
11,745
+0.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#490
of 1,418 holders
Holding Since
Mar 2024
10 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, 2026Allen Capital Group, LLC holds $11,721,362 across 5 Utilities - Regulated Electric names. ED ranks #5 (11.1% of the industry book) .
All Filings in ED
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,299,349 | 11,745 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,324,545 | 11,703 | Shares | Sole | 2026-05-27 | |
| 2025-12-31 | $1,236,732 | 12,452 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,253,886 | 12,474 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,100,438 | 10,966 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,200,896 | 10,859 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $946,641 | 10,609 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $859,072 | 8,250 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $342,746 | 3,833 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $285,779 | 3,147 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||