Position in ED
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,497,155
+$185,173 QoQ
Shares Held
13,533
+16.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#454
of 1,421 holders
Holding Since
Mar 2020
24 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, 2026Wealthspire Advisors, LLC holds $21,381,387 across 18 Utilities - Regulated Electric names. ED ranks #4 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
63,421 | $5,566,461 | |
| 2 | DUK |
Duke Energy CORP
|
19,524 | $2,471,347 | |
| 3 | AEP |
American Electric Power Co Inc
|
14,222 | $1,945,711 | |
| 4 | ED |
Consolidated Edison Inc
This page
|
13,533 | $1,497,155 | |
| 5 | SO |
Southern Co
|
14,045 | $1,344,246 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
11,268 | $1,315,764 | |
| 7 | EXC |
Exelon Corp
|
27,601 | $1,286,758 | |
| 8 | D |
Dominion Energy, Inc
|
16,470 | $1,124,736 |
All Filings in ED
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,497,155 | 13,533 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,311,982 | 11,592 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,402,597 | 14,122 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,112,957 | 11,072 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,368,660 | 23,604 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,474,560 | 22,376 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,028,375 | 11,525 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,091,594 | 10,483 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $767,491 | 8,583 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $748,001 | 8,237 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $769,060 | 8,454 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $579,978 | 6,781 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $515,822 | 5,706 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $530,011 | 5,540 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $648,108 | 6,800 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $492,605 | 5,744 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $449,727 | 4,729 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $391,975 | 4,140 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $443,322 | 5,196 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $388,429 | 5,351 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $261,562 | 3,647 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $709,552 | 9,486 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $653,971 | 9,049 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $698,880 | 8,960 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||