Position in ED
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$590,542
-$27,760 QoQ
Shares Held
5,338
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#691
of 1,422 holders
Holding Since
Jun 2020
24 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, 2026Principle Wealth Partners LLC holds $32,467,094 across 12 Utilities - Regulated Electric names. ED ranks #8 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
100,553 | $9,623,927 | |
| 2 | DUK |
Duke Energy CORP
|
41,778 | $5,288,259 | |
| 3 | AEP |
American Electric Power Co Inc
|
33,014 | $4,516,645 | |
| 4 | D |
Dominion Energy, Inc
|
61,443 | $4,195,942 | |
| 5 | NEE |
Nextera Energy Inc
|
41,082 | $3,605,767 | |
| 6 | EXC |
Exelon Corp
|
51,410 | $2,396,734 | |
| 7 | ES |
Eversource Energy
|
12,256 | $885,741 | |
| 8 | ED |
Consolidated Edison Inc
This page
|
5,338 | $590,542 |
All Filings in ED
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $590,542 | 5,338 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $618,302 | 5,463 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $542,187 | 5,459 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $574,672 | 5,717 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $594,473 | 5,924 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $655,135 | 5,924 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $576,604 | 6,462 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $626,237 | 6,014 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $540,007 | 6,039 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $548,401 | 6,039 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $448,027 | 4,925 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $421,235 | 4,925 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $447,751 | 4,953 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $473,853 | 4,953 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $472,070 | 4,953 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $426,913 | 4,978 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $473,407 | 4,978 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $493,377 | 5,211 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $444,431 | 5,209 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $377,976 | 5,207 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $324,891 | 4,530 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $338,619 | 4,527 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $323,191 | 4,472 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $104,442 | 1,452 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||