Position in ED
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,367,164
-$72,711 QoQ
Shares Held
12,358
-2.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#475
of 1,418 holders
Holding Since
Mar 2020
24 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, 2026IHT Wealth Management, LLC holds $31,978,484 across 19 Utilities - Regulated Electric names. ED ranks #7 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
56,722 | $4,978,489 | |
| 2 | SO |
Southern Co
|
51,288 | $4,908,773 | |
| 3 | D |
Dominion Energy, Inc
|
68,964 | $4,709,551 | |
| 4 | AEP |
American Electric Power Co Inc
|
24,955 | $3,414,093 | |
| 5 | DUK |
Duke Energy CORP
|
19,153 | $2,424,386 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
13,016 | $1,392,712 | |
| 7 | ED |
Consolidated Edison Inc
This page
|
12,358 | $1,367,164 | |
| 8 | AEE |
Ameren Corp
|
12,032 | $1,360,097 |
All Filings in ED
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,367,164 | 12,358 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,439,875 | 12,722 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $455,978 | 4,591 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $481,289 | 4,788 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $510,480 | 5,087 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $464,809 | 4,203 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $692,335 | 7,759 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,352,856 | 12,992 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $778,311 | 8,704 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $733,109 | 8,073 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $700,287 | 7,698 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $698,780 | 8,170 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $754,026 | 8,341 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $792,721 | 8,286 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $756,856 | 7,941 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $671,586 | 7,831 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $283,968 | 2,986 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $320,113 | 3,381 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $286,845 | 3,362 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $243,757 | 3,358 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $319,154 | 4,450 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $305,333 | 4,082 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $296,957 | 4,109 | Shares | Sole | 2021-02-17 | |
| 2020-03-31 | $207,948 | 2,666 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||