Position in ED
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,354,443
+$62,607 QoQ
Shares Held
12,243
+7.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#478
of 1,418 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Monument Capital Management holds $5,967,719 across 7 Utilities - Regulated Electric names. ED ranks #2 (22.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
9,996 | $1,367,552 | |
| 2 | ED |
Consolidated Edison Inc
This page
|
12,243 | $1,354,443 | |
| 3 | SO |
Southern Co
|
9,647 | $923,314 | |
| 4 | DUK |
Duke Energy CORP
|
7,137 | $903,401 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
5,572 | $650,642 | |
| 6 | NEE |
Nextera Energy Inc
|
6,019 | $528,287 | |
| 7 | ES |
Eversource Energy
|
3,322 | $240,080 |
All Filings in ED
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,354,443 | 12,243 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,291,836 | 11,414 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,070,371 | 10,777 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $997,258 | 9,921 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $576,912 | 5,749 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $586,458 | 5,303 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $475,685 | 5,331 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $555,117 | 5,331 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $480,364 | 5,372 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $487,558 | 5,369 | Shares | Sole | 2024-04-19 | |
| 2022-06-30 | $283,588 | 2,982 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $288,868 | 3,051 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $298,875 | 3,503 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $285,423 | 3,932 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $261,634 | 3,648 | Shares | Sole | 2021-07-27 | |
| 2020-06-30 | $2,052,882 | 28,540 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $2,216,526 | 28,417 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||