Position in ED
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,330,989
+$226,692 QoQ
Shares Held
12,031
+23.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#484
of 1,422 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Derivatives in ED
reported options exposure · as of Dec 31, 2022CallValue
$762
CallShares
8
PutValue
$762
PutShares
8
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Kovack Advisors, Inc. holds $9,546,944 across 12 Utilities - Regulated Electric names. ED ranks #3 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
20,207 | $1,934,011 | |
| 2 | NEE |
Nextera Energy Inc
|
18,471 | $1,621,199 | |
| 3 | ED |
Consolidated Edison Inc
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|
12,031 | $1,330,989 | |
| 4 | DUK |
Duke Energy CORP
|
7,463 | $944,666 | |
| 5 | AEP |
American Electric Power Co Inc
|
6,777 | $927,161 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
5,918 | $691,044 | |
| 7 | EIX |
Edison International
|
8,346 | $621,359 | |
| 8 | D |
Dominion Energy, Inc
|
6,089 | $415,817 |
All Filings in ED
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,330,989 | 12,031 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,104,297 | 9,757 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,036,503 | 10,436 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $706,052 | 7,024 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $634,613 | 6,324 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $699,260 | 6,323 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $570,625 | 6,395 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $664,453 | 6,381 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $386,562 | 4,323 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $568,833 | 6,264 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $488,690 | 5,372 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $494,021 | 5,776 | Shares | Sole | 2023-10-19 | |
| 2023-03-31 | $239,366 | 2,502 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $762 | 8 | Put | Sole | 2023-02-22 | |
| 2022-12-31 | $285,072 | 2,991 | Shares | Sole | 2023-02-22 | |
| 2022-12-31 | $762 | 8 | Call | Sole | 2023-02-22 | |
| 2022-09-30 | $686 | 8 | Call | Sole | 2022-11-14 | |
| 2022-09-30 | $248,789 | 2,901 | Shares | Sole | 2022-11-14 | |
| 2022-09-30 | $686 | 8 | Put | Sole | 2022-11-14 | |
| 2022-06-30 | $760 | 8 | Call | Sole | 2022-08-10 | |
| 2022-06-30 | $243,075 | 2,556 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $757 | 8 | Call | Sole | 2022-05-16 | |
| 2022-03-31 | $481,258 | 5,083 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $253,144 | 2,967 | Shares | Sole | 2022-01-18 | |
| 2021-12-31 | $682 | 8 | Call | Sole | 2022-01-18 | |
| 2020-03-31 | $624 | 8 | Call | Sole | 2020-04-30 | |
| 2020-03-31 | $624 | 8 | Put | Sole | 2020-04-30 | |
| 2020-03-31 | $229,320 | 2,940 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||