Position in ED
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,060,357
+$735,753 QoQ
Shares Held
27,663
+34.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#322
of 1,422 holders
Holding Since
Sep 2023
12 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, 2026SWS Partners holds $6,114,352 across 2 Utilities - Regulated Electric names. ED ranks #1 (50.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
This page
|
27,663 | $3,060,357 | |
| 2 | DUK |
Duke Energy CORP
|
24,127 | $3,053,995 |
All Filings in ED
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,060,357 | 27,663 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,324,604 | 20,539 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,173,916 | 21,888 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,777,997 | 17,688 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,699,025 | 16,931 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,985,311 | 17,952 | Shares | Sole | 2025-05-27 | |
| 2024-12-31 | $1,834,836 | 20,563 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,917,345 | 18,413 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,380,896 | 26,626 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $2,372,411 | 26,125 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,207,296 | 24,264 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,051,950 | 23,991 | Shares | Sole | 2023-11-09 | |
| No filing history on record for this holder in this stock. | ||||||