Position in ED
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$18,832,018
+$2,837,129 QoQ
Shares Held
166,390
+3.3% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 10.459162209267383.ToString("F0")%
Shared 0.ToString("F0")%
None 89.54083779073262.ToString("F0")%
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026OSAIC HOLDINGS, INC. holds $467,748,699 across 42 Utilities - Regulated Electric names. ED ranks #7 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,095,389 | $101,739,728 | |
| 2 | DUK |
Duke Energy CORP
|
571,832 | $74,875,679 | |
| 3 | SO |
Southern Co
|
550,002 | $53,086,191 | |
| 4 | AEP |
American Electric Power Co Inc
|
221,219 | $28,997,384 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
237,301 | $27,472,336 | |
| 6 | D |
Dominion Energy, Inc
|
327,150 | $20,224,412 | |
| 7 | ED |
Consolidated Edison Inc
This page
|
166,390 | $18,832,018 | |
| 8 | DTE |
Dte Energy Co
|
100,829 | $14,743,214 |
All Filings in ED
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,832,018 | 166,390 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $15,994,889 | 161,044 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $19,652,361 | 195,507 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $17,418,351 | 173,576 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $15,498,191 | 140,141 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $11,974,575 | 134,199 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $16,606,233 | 159,476 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $15,672,193 | 175,265 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $16,954,679 | 186,705 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $23,417,676 | 257,422 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $27,633,287 | 323,083 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $18,832,576 | 208,325 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $20,049,748 | 209,572 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $18,095,647 | 189,861 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $15,658,914 | 182,590 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $16,651,341 | 175,093 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $15,348,667 | 162,111 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $13,043,375 | 152,876 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $11,278,013 | 155,366 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $11,202,158 | 156,193 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $13,013,775 | 173,981 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $13,556,617 | 187,583 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $15,333,442 | 197,088 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $14,112,013 | 196,191 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $26,234,676 | 336,342 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||