Independent Advisor Alliance

Position in ED — Consolidated Edison Inc

CIK 1696899 CHARLOTTE, NC

Position in ED

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$3,778,677

+$113,118 QoQ

Shares Held

34,156

+5.5% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#294

of 1,418 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Independent Advisor Alliance holds $69,225,545 across 24 Utilities - Regulated Electric names. ED ranks #7 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	123,435	$15,624,401
2	SO	Southern Co	137,163	$13,127,869
3	NEE	Nextera Energy Inc	89,439	$7,850,061
4	AEP	American Electric Power Co Inc	48,671	$6,658,679
5	D	Dominion Energy, Inc	62,268	$4,252,281
6	ETR	Entergy Corp /De/	35,069	$4,028,024
7	ED	Consolidated Edison Inc This page	34,156	$3,778,677
8	WEC	Wec Energy Group, Inc.	26,077	$3,045,010

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,778,677	34,156	+5.5%	Shares	Sole	2026-08-12
2026-03-31	$3,665,559	32,387	+9.9%	Shares	Sole	2026-05-12
2025-12-31	$2,925,668	29,457	+0.5%	Shares	Sole	2026-02-04
2025-09-30	$2,947,547	29,323	+9.4%	Shares	Sole	2025-11-04
2025-06-30	$2,690,885	26,815	-4.8%	Shares	Sole	2025-08-11
2025-03-31	$3,114,877	28,166	+4.7%	Shares	Sole	2025-05-12
2024-12-31	$2,400,911	26,907	+18.9%	Shares	Sole	2025-02-07
2024-09-30	$2,357,398	22,639	-1.6%	Shares	Sole	2024-11-13
2024-06-30	$2,058,090	23,016	+22.1%	Shares	Sole	2024-08-12
2024-03-31	$1,712,040	18,853	+4.6%	Shares	Sole	2024-05-08
2023-12-31	$1,640,007	18,028	-14.9%	Shares	Sole	2024-02-08
2023-09-30	$1,811,268	21,177	-1.7%	Shares	Sole	2023-10-24
2023-06-30	$1,946,764	21,535	-3.4%	Shares	Sole	2023-07-28
2023-03-31	$2,133,728	22,303	+16.0%	Shares	Sole	2023-05-12
2022-12-31	$1,832,144	19,223	+2.7%	Shares	Sole	2023-02-13
2022-09-30	$1,605,598	18,722	+16.1%	Shares	Sole	2022-11-04
2022-06-30	$1,533,392	16,124	+15.9%	Shares	Sole	2022-08-04
2022-03-31	$1,317,472	13,915	+128.0%	Shares	Sole	2022-05-06
2021-12-31	$520,622	6,102	+64.3%	Shares	Sole	2022-02-11
2021-09-30	$269,671	3,715	-10.0%	Shares	Sole	2021-11-01
2021-06-30	$296,131	4,129	+3.2%	Shares	Sole	2021-08-12
2021-03-31	$299,274	4,001	+7.2%	Shares	Sole	2021-05-14
2020-12-31	$269,856	3,734	-11.8%	Shares	Sole	2021-02-11
2020-09-30	$329,405	4,234	-20.2%	Shares	Sole	2020-11-04
2020-06-30	$381,732	5,307	-30.5%	Shares	Sole	2020-08-06
2020-03-31	$595,608	7,636	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.