Position in ED
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$245,930
-$5,669 QoQ
Shares Held
2,223
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,006
of 1,422 holders
Holding Since
Mar 2022
16 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, 2026Beaton Management Co. Inc. holds $3,937,545 across 6 Utilities - Regulated Electric names. ED ranks #5 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
20,901 | $1,834,480 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
7,088 | $827,665 | |
| 3 | DUK |
Duke Energy CORP
|
3,560 | $450,624 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,691 | $368,155 | |
| 5 | ED |
Consolidated Edison Inc
This page
|
2,223 | $245,930 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
2,596 | $210,691 |
All Filings in ED
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,930 | 2,223 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $251,599 | 2,223 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $220,788 | 2,223 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $223,455 | 2,223 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $223,078 | 2,223 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $245,841 | 2,223 | Shares | Sole | 2025-04-25 | |
| 2024-09-30 | $241,893 | 2,323 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $207,722 | 2,323 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $210,951 | 2,323 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $211,323 | 2,323 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $198,686 | 2,323 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $210,180 | 2,325 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $222,241 | 2,323 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $221,405 | 2,323 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $220,917 | 2,323 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $219,941 | 2,323 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||