Position in ED
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$411,322
-$68,448 QoQ
Shares Held
3,718
-12.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#802
of 1,422 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $1,908,867 across 7 Utilities - Regulated Electric names. ED ranks #1 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
This page
|
3,718 | $411,322 | |
| 2 | EIX |
Edison International
|
3,875 | $288,493 | |
| 3 | NGG |
National Grid PLC
|
3,403 | $282,006 | |
| 4 | NEE |
Nextera Energy Inc
|
3,046 | $267,347 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
2,856 | $231,792 | |
| 6 | XEL |
Xcel Energy Inc
|
2,802 | $225,000 | |
| 7 | DUK |
Duke Energy CORP
|
1,603 | $202,907 |
All Filings in ED
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $411,322 | 3,718 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $479,770 | 4,239 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $424,096 | 4,270 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $435,352 | 4,331 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $443,045 | 4,415 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $534,260 | 4,831 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $430,267 | 4,822 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $507,737 | 4,876 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $434,581 | 4,860 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $425,172 | 4,682 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $401,632 | 4,415 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $417,985 | 4,887 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $442,236 | 4,892 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $468,017 | 4,892 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $466,256 | 4,892 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $456,843 | 5,327 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $506,597 | 5,327 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $504,360 | 5,327 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $454,499 | 5,327 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $386,686 | 5,327 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $382,052 | 5,327 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $387,987 | 5,187 | Shares | Sole | 2021-05-25 | |
| 2020-12-31 | $374,864 | 5,187 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $403,548 | 5,187 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $373,100 | 5,187 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $404,586 | 5,187 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||