Foundations Investment Advisors, LLC
EndowmentPosition in ED — Consolidated Edison Inc
CIK 1743404
PHOENIX, AZ
Position in ED
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,774,505
+$51,000 QoQ
Shares Held
16,040
+5.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#416
of 1,422 holders
Holding Since
Dec 2022
15 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, 2026Foundations Investment Advisors, LLC holds $77,778,223 across 23 Utilities - Regulated Electric names. ED ranks #7 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
347,316 | $33,241,613 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
261,886 | $21,254,667 | |
| 3 | DUK |
Duke Energy CORP
|
28,782 | $3,643,225 | |
| 4 | NEE |
Nextera Energy Inc
|
39,939 | $3,505,446 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
28,472 | $3,324,675 | |
| 6 | XEL |
Xcel Energy Inc
|
24,024 | $1,929,127 | |
| 7 | ED |
Consolidated Edison Inc
This page
|
16,040 | $1,774,505 | |
| 8 | AEP |
American Electric Power Co Inc
|
10,312 | $1,410,784 |
All Filings in ED
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,774,505 | 16,040 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,723,505 | 15,228 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,410,939 | 14,206 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $664,638 | 6,612 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $807,616 | 8,048 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $902,082 | 8,157 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $730,615 | 8,188 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $810,860 | 7,787 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $707,580 | 7,913 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $701,507 | 7,725 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $659,896 | 7,254 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $507,962 | 5,939 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $472,430 | 5,226 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $376,748 | 3,938 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $292,315 | 3,067 | Shares | Sole | 2023-01-11 | |
| No filing history on record for this holder in this stock. | ||||||