HCR Wealth Advisors

Position in ED — Consolidated Edison Inc

CIK 1697715 LOS ANGELES, CA

Position in ED

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$227,455

-$4,564 QoQ

Shares Held

2,056

+0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,053

of 1,422 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

HCR Wealth Advisors holds $3,747,437 across 3 Utilities - Regulated Electric names. ED ranks #3 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	36,143	$3,172,271
2	AEE	Ameren Corp	3,076	$347,711
3	ED	Consolidated Edison Inc This page	2,056	$227,455

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$227,455	2,056	+0.3%	Shares	Sole	2026-07-13
2026-03-31	$232,019	2,050	+0.7%	Shares	Sole	2026-04-21
2025-12-31	$202,215	2,036	-6.9%	Shares	Sole	2026-01-27
2025-09-30	$219,736	2,186	-0.4%	Shares	Sole	2025-10-03
2025-06-30	$220,268	2,195	0.0%	Shares	Sole	2025-07-17
2025-03-31	$242,745	2,195	+0.4%	Shares	Sole	2025-04-21
2024-09-30	$227,628	2,186	-7.1%	Shares	Sole	2024-10-10
2023-12-31	$213,961	2,352	-9.4%	Shares	Sole	2024-02-09
2023-06-30	$234,678	2,596	0.0%	Shares	Sole	2023-08-10
2023-03-31	$248,359	2,596	0.0%	Shares	Sole	2023-05-12
2022-12-31	$247,424	2,596	-0.4%	Shares	Sole	2023-02-13
2022-09-30	$223,490	2,606	0.0%	Shares	Sole	2022-11-07
2022-06-30	$247,830	2,606	0.0%	Shares	Sole	2022-08-12
2022-03-31	$246,736	2,606	0.0%	Shares	Sole	2022-05-05
2021-12-31	$222,343	2,606	-62.0%	Shares	Sole	2022-02-04
2020-12-31	$495,483	6,856	+3.0%	Shares	Sole	2021-02-04
2020-09-30	$517,836	6,656	+105.7%	Shares	Sole	2020-11-05
2020-06-30	$232,765	3,236	-4.0%	Shares	Sole	2020-07-30
2020-03-31	$262,938	3,371	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.