Position in ED
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$876,299
+$115,052 QoQ
Shares Held
7,921
+17.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#134
of 506 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Venturi Wealth Management, LLC holds $12,033,762 across 18 Utilities - Regulated Electric names. ED ranks #3 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
21,232 | $1,863,531 | |
| 2 | SO |
Southern Co
|
14,699 | $1,406,841 | |
| 3 | ED |
Consolidated Edison Inc
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|
7,921 | $876,299 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
7,248 | $846,348 | |
| 5 | CNP |
Centerpoint Energy Inc
|
18,974 | $835,614 | |
| 6 | NGG |
National Grid PLC
|
10,017 | $830,108 | |
| 7 | XEL |
Xcel Energy Inc
|
9,552 | $767,025 | |
| 8 | DUK |
Duke Energy CORP
|
6,017 | $761,631 |
All Filings in ED
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $876,299 | 7,921 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $761,247 | 6,726 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $626,609 | 6,309 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $550,749 | 5,479 | Shares | Other | 2025-10-23 | |
| 2025-06-30 | $506,667 | 5,049 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $565,225 | 5,111 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $427,679 | 4,793 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $69,975 | 672 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $62,146 | 695 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $43,679 | 481 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $50,579 | 556 | Shares | Other | 2024-01-23 | |
| 2023-09-30 | $40,797 | 477 | Shares | Other | 2023-11-02 | |
| 2023-06-30 | $26,577 | 294 | Shares | Other | 2023-07-24 | |
| 2023-03-31 | $28,126 | 294 | Shares | Other | 2023-05-02 | |
| 2020-03-31 | $296,322 | 3,799 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||