Position in ED
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$248,996
+$30,492 QoQ
Shares Held
2,200
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
13 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 Mar 31, 2026Evanson Asset Management, LLC holds $1,166,196 across 4 Utilities - Regulated Electric names. ED ranks #4 (21.4% of the industry book) .
All Filings in ED
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $248,996 | 2,200 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $218,504 | 2,200 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $221,144 | 2,200 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $226,891 | 2,261 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $243,298 | 2,200 | Shares | Sole | 2025-04-22 | |
| 2024-09-30 | $229,086 | 2,200 | Shares | Sole | 2024-10-07 | |
| 2023-12-31 | $200,134 | 2,200 | Shares | Sole | 2024-01-18 | |
| 2023-06-30 | $206,112 | 2,280 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $210,474 | 2,200 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $209,682 | 2,200 | Shares | Sole | 2023-01-26 | |
| 2022-06-30 | $209,220 | 2,200 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $208,296 | 2,200 | Shares | Sole | 2022-04-11 | |
| 2021-09-30 | $201,945 | 2,782 | Shares | Sole | 2021-10-13 | |
| No filing history on record for this holder in this stock. | ||||||