Position in ED
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$742,437
-$5,909 QoQ
Shares Held
6,711
+1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#631
of 1,421 holders
Holding Since
Mar 2022
18 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, 2026Klingman & Associates, LLC holds $3,946,831 across 7 Utilities - Regulated Electric names. ED ranks #2 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
18,203 | $1,597,677 | |
| 2 | ED |
Consolidated Edison Inc
This page
|
6,711 | $742,437 | |
| 3 | SO |
Southern Co
|
5,015 | $479,985 | |
| 4 | LNT |
Alliant Energy Corp
|
5,559 | $424,096 | |
| 5 | DUK |
Duke Energy CORP
|
2,237 | $283,159 | |
| 6 | CNP |
Centerpoint Energy Inc
|
4,772 | $210,158 | |
| 7 | AEP |
American Electric Power Co Inc
|
1,530 | $209,319 |
All Filings in ED
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $742,437 | 6,711 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $748,346 | 6,612 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $690,373 | 6,951 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $607,241 | 6,041 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $414,545 | 4,131 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $441,696 | 3,994 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $239,225 | 2,681 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $285,836 | 2,745 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $230,435 | 2,577 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $257,809 | 2,839 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $257,263 | 2,828 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $238,543 | 2,789 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $252,216 | 2,790 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $266,919 | 2,790 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $267,344 | 2,805 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $248,017 | 2,892 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $264,568 | 2,782 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $291,803 | 3,082 | Shares | Sole | 2022-05-06 | |
| No filing history on record for this holder in this stock. | ||||||