Position in ED
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$47,128
+$1,404 QoQ
Shares Held
426
+5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,235
of 1,418 holders
Holding Since
Mar 2020
26 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, 2026MV CAPITAL MANAGEMENT, INC. holds $3,095,528 across 27 Utilities - Regulated Electric names. ED ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
24,069 | $2,112,536 | |
| 2 | DUK |
Duke Energy CORP
|
1,848 | $233,919 | |
| 3 | SO |
Southern Co
|
1,713 | $163,951 | |
| 4 | EVRG |
Evergy, Inc.
|
716 | $61,883 | |
| 5 | AEP |
American Electric Power Co Inc
|
401 | $54,860 | |
| 6 | D |
Dominion Energy, Inc
|
803 | $54,836 | |
| 7 | ED |
Consolidated Edison Inc
This page
|
426 | $47,128 | |
| 8 | DTE |
Dte Energy Co
|
303 | $46,168 |
All Filings in ED
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,128 | 426 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $45,724 | 404 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $41,813 | 421 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $42,519 | 423 | Shares | Sole | 2026-02-23 | |
| 2025-06-30 | $42,648 | 425 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $46,226 | 418 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $46,756 | 524 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $55,709 | 535 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $49,628 | 555 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $48,855 | 538 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $48,668 | 535 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $48,153 | 563 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $48,183 | 533 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $45,825 | 479 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $44,414 | 466 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $41,422 | 483 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $41,368 | 435 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $42,037 | 444 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $37,626 | 441 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $29,689 | 409 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $25,604 | 357 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $22,140 | 296 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $121,774 | 1,685 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $131,093 | 1,685 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $110,484 | 1,536 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $119,808 | 1,536 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||