Position in ED
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,073,000
+$28,462 QoQ
Shares Held
9,699
+5.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#539
of 1,421 holders
Holding Since
Mar 2020
26 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, 2026Mutual Advisors, LLC holds $20,188,861 across 16 Utilities - Regulated Electric names. ED ranks #7 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
34,878 | $3,338,173 | |
| 2 | DUK |
Duke Energy CORP
|
24,041 | $3,043,109 | |
| 3 | NEE |
Nextera Energy Inc
|
31,144 | $2,733,508 | |
| 4 | AEE |
Ameren Corp
|
23,763 | $2,686,169 | |
| 5 | AEP |
American Electric Power Co Inc
|
15,416 | $2,109,062 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
16,440 | $1,334,270 | |
| 7 | ED |
Consolidated Edison Inc
This page
|
9,699 | $1,073,000 | |
| 8 | PPL |
PPL Corp
|
29,007 | $1,054,404 |
All Filings in ED
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,073,000 | 9,699 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,044,538 | 9,229 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $886,431 | 8,925 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $875,428 | 8,709 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $599,892 | 5,978 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $623,064 | 5,634 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $499,241 | 5,595 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $596,977 | 5,733 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,266,991 | 14,169 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $467,217 | 5,145 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $430,924 | 4,737 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $388,477 | 4,542 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $528,840 | 5,850 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $541,779 | 5,663 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $518,962 | 5,445 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $574,592 | 6,700 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $541,119 | 5,690 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $538,161 | 5,684 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $483,081 | 5,662 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $403,745 | 5,562 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $464,817 | 6,481 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $272,945 | 3,649 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $316,759 | 4,383 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $598,282 | 7,690 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $500,273 | 6,955 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $210,132 | 2,694 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||