Position in ED
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$482,789
-$4,564 QoQ
Shares Held
4,364
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#752
of 1,418 holders
Holding Since
Mar 2020
20 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, 2026Valeo Financial Advisors, LLC holds $11,524,962 across 14 Utilities - Regulated Electric names. ED ranks #7 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
26,287 | $2,307,209 | |
| 2 | DUK |
Duke Energy CORP
|
16,334 | $2,067,557 | |
| 3 | SO |
Southern Co
|
20,147 | $1,928,269 | |
| 4 | ETR |
Entergy Corp /De/
|
9,518 | $1,093,237 | |
| 5 | AEP |
American Electric Power Co Inc
|
6,346 | $868,196 | |
| 6 | D |
Dominion Energy, Inc
|
11,885 | $811,626 | |
| 7 | ED |
Consolidated Edison Inc
This page
|
4,364 | $482,789 | |
| 8 | NGG |
National Grid PLC
|
5,274 | $437,056 |
All Filings in ED
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $482,789 | 4,364 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $487,353 | 4,306 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $407,311 | 4,101 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $390,520 | 3,885 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $346,107 | 3,449 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $334,313 | 3,023 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $242,794 | 2,721 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $282,088 | 2,709 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $236,694 | 2,647 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $230,657 | 2,540 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $258,991 | 2,847 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $218,700 | 2,557 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $203,580 | 2,252 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $215,448 | 2,252 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $219,403 | 2,302 | Shares | Sole | 2023-02-09 | |
| 2021-03-31 | $97,240 | 1,300 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $124,738 | 1,726 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $136,227 | 1,751 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $127,244 | 1,769 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $136,578 | 1,751 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||