Position in ED
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$914,688
-$3,654 QoQ
Shares Held
8,268
+1.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#587
of 1,421 holders
Holding Since
Mar 2020
26 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, 2026Belpointe Asset Management LLC holds $19,774,302 across 15 Utilities - Regulated Electric names. ED ranks #6 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
75,013 | $6,583,891 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
40,721 | $4,754,991 | |
| 3 | D |
Dominion Energy, Inc
|
22,308 | $1,523,413 | |
| 4 | DUK |
Duke Energy CORP
|
10,570 | $1,337,950 | |
| 5 | SO |
Southern Co
|
10,930 | $1,046,110 | |
| 6 | ED |
Consolidated Edison Inc
This page
|
8,268 | $914,688 | |
| 7 | ES |
Eversource Energy
|
12,165 | $879,164 | |
| 8 | ETR |
Entergy Corp /De/
|
4,897 | $562,469 |
All Filings in ED
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $914,688 | 8,268 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $918,342 | 8,114 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $804,988 | 8,105 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $864,773 | 8,603 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $849,262 | 8,463 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $939,130 | 8,492 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $778,174 | 8,721 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $909,471 | 8,734 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $275,681 | 3,083 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $263,712 | 2,904 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $250,622 | 2,755 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $221,095 | 2,585 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $225,909 | 2,499 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $419,130 | 4,381 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $392,105 | 4,114 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $350,672 | 4,089 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $343,596 | 3,613 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $433,918 | 4,583 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $381,721 | 4,474 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $397,357 | 5,474 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $420,135 | 5,858 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $438,178 | 5,858 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $466,791 | 6,459 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $708,680 | 9,109 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $561,701 | 7,809 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $620,256 | 7,952 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||