Dakota Wealth Management
Position in ED — Consolidated Edison Inc
CIK 1631353
PALM BEACH GARDENS, FL
Position in ED
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$7,480,579
+$206,840 QoQ
Shares Held
67,618
+5.2% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#222
of 1,422 holders
Holding Since
Sep 2023
12 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, 2026Dakota Wealth Management holds $35,501,469 across 10 Utilities - Regulated Electric names. ED ranks #2 (21.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
138,267 | $12,135,694 | |
| 2 | ED |
Consolidated Edison Inc
This page
|
67,618 | $7,480,579 | |
| 3 | AEP |
American Electric Power Co Inc
|
42,412 | $5,802,385 | |
| 4 | AEE |
Ameren Corp
|
22,947 | $2,593,928 | |
| 5 | D |
Dominion Energy, Inc
|
36,090 | $2,464,586 | |
| 6 | DUK |
Duke Energy CORP
|
14,081 | $1,782,372 | |
| 7 | XEL |
Xcel Energy Inc
|
18,883 | $1,516,304 | |
| 8 | SO |
Southern Co
|
9,417 | $901,301 |
All Filings in ED
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,480,579 | 67,618 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $7,273,739 | 64,267 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $4,472,975 | 45,036 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $2,309,748 | 22,978 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,943,277 | 19,365 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $1,893,079 | 17,118 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $1,249,130 | 13,999 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $1,197,390 | 11,499 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $898,939 | 10,053 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $878,405 | 9,673 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $682,275 | 7,500 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $617,270 | 7,217 | Shares | Sole | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||