Position in ED
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$56,442,186
+$8,383,424 QoQ
Shares Held
498,694
+3.1% QoQ
Ownership
0.135%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Vest Financial, LLC holds $186,583,053 across 5 Utilities - Regulated Electric names. ED ranks #2 (30.3% of the industry book) .
All Filings in ED
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $56,442,186 | 498,694 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $48,058,762 | 483,878 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $54,009,999 | 537,306 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $47,638,452 | 474,723 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $66,920,109 | 605,119 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $47,333,837 | 530,470 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $52,952,291 | 508,521 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $42,468,150 | 474,929 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $38,348,427 | 422,293 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $27,994,560 | 307,734 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $19,937,983 | 233,111 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $11,108,532 | 122,882 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $10,300,501 | 107,667 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $10,285,473 | 107,916 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $8,423,604 | 98,223 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $9,301,920 | 97,812 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $9,711,232 | 102,569 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $7,624,792 | 89,367 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $5,168,189 | 71,197 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $3,750,955 | 52,300 | Shares | Defined | 2021-07-16 | |
| 2021-03-31 | $2,742,915 | 36,670 | Shares | Defined | 2021-07-09 | |
| 2020-12-31 | $1,927,224 | 26,667 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||