Position in ED
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$818,219
-$105,329 QoQ
Shares Held
7,396
-9.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#617
of 1,421 holders
Holding Since
Mar 2020
17 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, 2026Ellevest, Inc. holds $3,865,130 across 8 Utilities - Regulated Electric names. ED ranks #1 (21.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
This page
|
7,396 | $818,219 | |
| 2 | EXC |
Exelon Corp
|
14,465 | $674,358 | |
| 3 | EIX |
Edison International
|
8,058 | $599,918 | |
| 4 | ES |
Eversource Energy
|
7,150 | $516,730 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
5,919 | $480,386 | |
| 6 | CMS |
Cms Energy Corp
|
4,134 | $316,251 | |
| 7 | PPL |
PPL Corp
|
6,639 | $241,327 | |
| 8 | AEE |
Ameren Corp
|
1,928 | $217,941 |
All Filings in ED
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $818,219 | 7,396 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $923,548 | 8,160 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $706,165 | 7,110 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $609,754 | 6,066 | Shares | Sole | 2025-11-14 | |
| 2023-03-31 | $141,017 | 1,474 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $83,300 | 874 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $188,071 | 2,193 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $158,626 | 1,668 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $173,737 | 1,835 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $94,363 | 1,106 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $78,324 | 1,079 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $69,496 | 969 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $44,057 | 589 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $43,434 | 601 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $16,260 | 209 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $7,912 | 110 | Shares | Sole | 2020-07-06 | |
| 2020-03-31 | $3,744 | 48 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||