Position in ED
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,250,484
+$169,550 QoQ
Shares Held
56,499
+5.2% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#239
of 1,421 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 28%
Shared 0%
None 72%
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Lido Advisors, LLC holds $125,158,864 across 29 Utilities - Regulated Electric names. ED ranks #7 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
330,323 | $28,992,448 | |
| 2 | SO |
Southern Co
|
163,484 | $15,647,052 | |
| 3 | DUK |
Duke Energy CORP
|
95,906 | $12,139,779 | |
| 4 | AEP |
American Electric Power Co Inc
|
74,857 | $10,241,183 | |
| 5 | D |
Dominion Energy, Inc
|
102,192 | $6,978,690 | |
| 6 | DTE |
Dte Energy Co
|
44,847 | $6,833,336 | |
| 7 | ED |
Consolidated Edison Inc
This page
|
56,499 | $6,250,484 | |
| 8 | FE |
Firstenergy Corp
|
97,434 | $4,632,012 |
All Filings in ED
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,250,484 | 56,499 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $6,080,934 | 53,728 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $5,084,090 | 51,189 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $5,109,932 | 50,835 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,722,670 | 47,062 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $5,377,216 | 48,623 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $4,047,829 | 45,364 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,978,871 | 47,814 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,350,639 | 48,654 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $4,654,466 | 51,255 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $4,881,450 | 53,660 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,137,684 | 48,377 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,665,272 | 51,607 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $4,198,095 | 43,881 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,171,528 | 43,768 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,229,464 | 37,657 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,985,189 | 31,390 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,668,745 | 28,187 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $2,022,510 | 23,705 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,645,179 | 22,664 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $1,331,481 | 18,565 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,001,721 | 13,392 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $845,631 | 11,701 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,384,684 | 17,798 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $853,737 | 11,869 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,127,802 | 14,459 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||