Shepherd Financial Partners LLC

Position in ED — Consolidated Edison Inc

CIK 1696628 WINCHESTER, MA

Position in ED

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,632,788

-$74,758 QoQ

Shares Held

14,759

-2.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#438

of 1,422 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Shepherd Financial Partners LLC holds $10,515,344 across 5 Utilities - Regulated Electric names. ED ranks #4 (15.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	27,321	$3,458,292
2	NEE	Nextera Energy Inc	31,716	$2,783,713
3	ETR	Entergy Corp /De/	15,494	$1,779,640
4	ED	Consolidated Edison Inc This page	14,759	$1,632,788
5	SO	Southern Co	8,995	$860,911

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,632,788	14,759	-2.2%	Shares	Sole	2026-08-10
2026-03-31	$1,707,546	15,087	+0.3%	Shares	Sole	2026-05-11
2025-12-31	$1,494,468	15,047	+2.2%	Shares	Sole	2026-02-10
2025-09-30	$1,480,559	14,729	+1.6%	Shares	Sole	2025-11-07
2025-06-30	$1,454,472	14,494	+4.7%	Shares	Sole	2025-08-13
2025-03-31	$1,531,450	13,848	+1.5%	Shares	Sole	2025-04-18
2024-12-31	$1,216,918	13,638	+0.3%	Shares	Sole	2025-01-28
2024-09-30	$1,415,751	13,596	+5.6%	Shares	Sole	2024-10-28
2024-06-30	$1,151,193	12,874	+1.2%	Shares	Sole	2024-08-08
2024-03-31	$1,155,375	12,723	+3.2%	Shares	Sole	2024-04-23
2023-12-31	$1,121,023	12,323	+2.1%	Shares	Sole	2024-02-12
2023-09-30	$1,032,347	12,070	+2.5%	Shares	Sole	2023-11-08
2023-06-30	$1,064,460	11,775	+3.3%	Shares	Sole	2023-08-11
2023-03-31	$1,090,063	11,394	-3.1%	Shares	Sole	2023-05-02
2022-12-31	$1,120,654	11,758	+28.0%	Shares	Sole	2023-02-14
2022-09-30	$787,619	9,184	+1.3%	Shares	Sole	2022-11-09
2022-06-30	$862,366	9,068	+0.6%	Shares	Sole	2022-08-15
2022-03-31	$853,729	9,017	-65.5%	Shares	Sole	2022-05-13
2021-12-31	$2,232,995	26,172	+1.6%	Shares	Sole	2022-02-14
2021-09-30	$1,870,716	25,771	-0.6%	Shares	Sole	2021-11-15
2021-06-30	$1,858,695	25,916	+3.7%	Shares	Sole	2021-08-16
2021-03-31	$1,869,177	24,989	+2.6%	Shares	Sole	2021-05-14
2020-12-31	$1,759,846	24,351	-14.2%	Shares	Sole	2021-02-16
2020-09-30	$2,207,497	28,374	+4.2%	Shares	Sole	2020-11-16
2020-06-30	$1,958,366	27,226	+31.2%	Shares	Sole	2020-08-05
2020-03-31	$1,618,188	20,746	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.