Position in ED
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$630,812
-$12,842 QoQ
Shares Held
5,702
+0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#143
of 451 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, 2026Wealth Architects, LLC holds $3,092,183 across 7 Utilities - Regulated Electric names. ED ranks #2 (20.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
9,733 | $1,136,522 | |
| 2 | ED |
Consolidated Edison Inc
This page
|
5,702 | $630,812 | |
| 3 | NEE |
Nextera Energy Inc
|
3,682 | $323,169 | |
| 4 | ETR |
Entergy Corp /De/
|
2,367 | $271,873 | |
| 5 | AEP |
American Electric Power Co Inc
|
1,869 | $255,697 | |
| 6 | ELPC |
Energy Co Of Parana
|
21,201 | $246,991 | |
| 7 | SO |
Southern Co
|
2,373 | $227,119 |
All Filings in ED
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $630,812 | 5,702 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $643,654 | 5,687 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $565,726 | 5,696 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $565,425 | 5,625 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $569,988 | 5,680 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $630,805 | 5,704 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $535,558 | 6,002 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $624,988 | 6,002 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $532,406 | 5,954 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $549,945 | 6,056 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $550,823 | 6,055 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $529,088 | 6,186 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $562,649 | 6,224 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $562,156 | 5,876 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $558,897 | 5,864 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $502,982 | 5,865 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $570,504 | 5,999 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $564,766 | 5,965 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $503,985 | 5,907 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $428,135 | 5,898 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $408,230 | 5,692 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $424,864 | 5,680 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $408,686 | 5,655 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $427,588 | 5,496 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $484,736 | 6,739 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $512,070 | 6,565 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||