Position in ED
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,633,768
-$175,585 QoQ
Shares Held
23,807
-4.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#56
of 506 holders
Holding Since
Mar 2020
25 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, 2026Caprock Group, LLC holds $37,099,734 across 25 Utilities - Regulated Electric names. ED ranks #4 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
58,979 | $7,465,561 | |
| 2 | NEE |
Nextera Energy Inc
|
42,810 | $3,757,433 | |
| 3 | EXC |
Exelon Corp
|
61,277 | $2,856,733 | |
| 4 | ED |
Consolidated Edison Inc
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|
23,807 | $2,633,768 | |
| 5 | SO |
Southern Co
|
21,568 | $2,064,273 | |
| 6 | AEP |
American Electric Power Co Inc
|
14,774 | $2,021,230 | |
| 7 | HE |
Hawaiian Electric Industries Inc
|
130,257 | $1,762,377 | |
| 8 | ES |
Eversource Energy
|
24,030 | $1,736,648 |
All Filings in ED
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,633,768 | 23,807 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,809,353 | 24,822 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,626,914 | 26,449 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,620,053 | 26,065 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $1,847,627 | 16,707 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $808,602 | 9,062 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $460,879 | 4,426 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $302,954 | 3,388 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $343,625 | 3,784 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $586,938 | 6,452 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $413,708 | 4,837 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $493,312 | 5,457 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $963,205 | 10,068 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,065,279 | 11,177 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $845,593 | 9,860 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $796,367 | 8,374 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $605,857 | 6,399 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $591,011 | 6,927 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $336,817 | 4,640 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $324,604 | 4,526 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $312,664 | 4,180 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $392,209 | 5,427 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $346,754 | 4,457 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $364,828 | 5,072 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $402,012 | 5,154 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||