Position in ED
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$521,399
-$12,018 QoQ
Shares Held
4,713
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#729
of 1,422 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Heritage Trust Co holds $9,857,690 across 8 Utilities - Regulated Electric names. ED ranks #5 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
38,705 | $3,397,137 | |
| 2 | ES |
Eversource Energy
|
39,939 | $2,886,391 | |
| 3 | D |
Dominion Energy, Inc
|
16,895 | $1,153,759 | |
| 4 | OGE |
Oge Energy Corp.
|
20,947 | $1,019,280 | |
| 5 | ED |
Consolidated Edison Inc
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|
4,713 | $521,399 | |
| 6 | XEL |
Xcel Energy Inc
|
5,157 | $414,107 | |
| 7 | AEP |
American Electric Power Co Inc
|
1,857 | $254,056 | |
| 8 | EXC |
Exelon Corp
|
4,538 | $211,561 |
All Filings in ED
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $521,399 | 4,713 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $533,417 | 4,713 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $468,095 | 4,713 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $473,750 | 4,713 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $472,949 | 4,713 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $596,080 | 5,390 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $480,949 | 5,390 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||