Clearstead Trust, LLC

Position in ED — Consolidated Edison Inc

CIK 1708001 PORTLAND, ME

Position in ED

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$907,166

-$180,267 QoQ

Shares Held

8,200

-14.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#592

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

Clearstead Trust, LLC holds $6,910,406 across 22 Utilities - Regulated Electric names. ED ranks #3 (13.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc.	18,600	$2,171,922
2	NEE	Nextera Energy Inc	24,109	$2,116,046
3	ED	Consolidated Edison Inc This page	8,200	$907,166
4	SO	Southern Co	7,271	$695,907
5	DUK	Duke Energy CORP	2,705	$342,398
6	AEE	Ameren Corp	2,053	$232,071
7	ETR	Entergy Corp /De/	850	$97,631
8	EXC	Exelon Corp	1,591	$74,172

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$907,166	8,200	-14.7%	Shares	Sole	2026-08-06
2026-03-31	$1,087,433	9,608	+0.0%	Shares	Sole	2026-05-06
2025-12-31	$954,067	9,606	+2.3%	Shares	Sole	2026-02-09
2025-09-30	$943,480	9,386	-1.6%	Shares	Sole	2025-11-10
2025-06-30	$956,937	9,536	+1.7%	Shares	Sole	2025-08-08
2025-03-31	$1,037,444	9,381	+2.2%	Shares	Sole	2025-05-09
2024-12-31	$819,399	9,183	+0.3%	Shares	Sole	2025-02-10
2024-09-30	$953,622	9,158	+0.2%	Shares	Sole	2024-11-13
2024-06-30	$817,030	9,137	+0.3%	Shares	Sole	2024-08-09
2024-03-31	$827,369	9,111	-12.2%	Shares	Sole	2024-05-10
2023-12-31	$943,995	10,377	-29.0%	Shares	Sole	2024-02-06
2023-09-30	$1,249,593	14,610	-8.0%	Shares	Sole	2023-11-13
2023-06-30	$1,435,823	15,883	-27.0%	Shares	Sole	2023-08-08
2023-03-31	$2,081,492	21,757	+0.1%	Shares	Sole	2023-05-10
2022-12-31	$2,072,134	21,741	+0.4%	Shares	Sole	2023-02-01
2022-09-30	$1,856,618	21,649	+250.0%	Shares	Sole	2022-11-14
2022-06-30	$588,193	6,185	0.0%	Shares	Sole	2022-08-11
2022-03-31	$585,595	6,185	0.0%	Shares	Sole	2022-05-16
2021-12-31	$527,704	6,185	0.0%	Shares	Sole	2022-02-09
2021-09-30	$448,968	6,185	+162.4%	Shares	Sole	2021-11-02
2021-06-30	$169,044	2,357	-60.2%	Shares	Sole	2021-08-12
2021-03-31	$443,190	5,925	-14.3%	Shares	Sole	2021-04-30
2020-12-31	$499,457	6,911	+11.7%	Shares	Sole	2021-02-16
2020-09-30	$481,193	6,185	0.0%	Shares	Sole	2020-10-23
2020-06-30	$444,887	6,185	0.0%	Shares	Sole	2020-08-17
2020-03-31	$482,430	6,185	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.