Position in ED
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$12,722
-$1,651 QoQ
Shares Held
115
-9.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,321
of 1,422 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, 2026RAFFA WEALTH MANAGEMENT, LLC holds $226,374 across 29 Utilities - Regulated Electric names. ED ranks #6 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
737 | $54,869 | |
| 2 | DUK |
Duke Energy CORP
|
211 | $26,708 | |
| 3 | EXC |
Exelon Corp
|
354 | $16,503 | |
| 4 | AEP |
American Electric Power Co Inc
|
102 | $13,954 | |
| 5 | NGG |
National Grid PLC
|
159 | $13,176 | |
| 6 | ED |
Consolidated Edison Inc
This page
|
115 | $12,722 | |
| 7 | NEE |
Nextera Energy Inc
|
113 | $9,918 | |
| 8 | KEP |
Korea Electric Power Corp
|
744 | $9,002 |
All Filings in ED
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,722 | 115 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $14,373 | 127 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $12,415 | 125 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $12,565 | 125 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $12,543 | 125 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $13,823 | 125 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $11,153 | 125 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $13,016 | 125 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $5,991 | 67 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $6,084 | 67 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $6,094 | 67 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $5,730 | 67 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $6,056 | 67 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $6,409 | 67 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $6,385 | 67 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $5,745 | 67 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $6,371 | 67 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $6,343 | 67 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $5,716 | 67 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $4,863 | 67 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $4,805 | 67 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $5,011 | 67 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $2,963 | 41 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $3,189 | 41 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $2,949 | 41 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $3,198 | 41 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||