Position in ED
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$3,362,045
+$44,966 QoQ
Shares Held
30,390
+3.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#305
of 1,421 holders
Holding Since
Mar 2020
26 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, 2026Beacon Pointe Advisors, LLC holds $72,337,666 across 24 Utilities - Regulated Electric names. ED ranks #6 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
201,628 | $17,696,889 | |
| 2 | SO |
Southern Co
|
94,275 | $9,023,060 | |
| 3 | DUK |
Duke Energy CORP
|
68,769 | $8,704,780 | |
| 4 | AEP |
American Electric Power Co Inc
|
38,831 | $5,312,469 | |
| 5 | DTE |
Dte Energy Co
|
28,315 | $4,314,356 | |
| 6 | ED |
Consolidated Edison Inc
This page
|
30,390 | $3,362,045 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
27,409 | $3,200,548 | |
| 8 | D |
Dominion Energy, Inc
|
46,532 | $3,177,670 |
All Filings in ED
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,362,045 | 30,390 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $3,317,079 | 29,308 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,408,013 | 24,245 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,071,415 | 20,607 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,703,541 | 16,976 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,930,237 | 17,454 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,563,934 | 17,527 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,566,948 | 15,048 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,360,167 | 15,211 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,375,408 | 15,146 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,913,553 | 21,035 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,696,487 | 19,835 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $889,716 | 9,842 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,239,309 | 12,954 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $970,827 | 10,186 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $946,361 | 11,035 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,051,710 | 11,059 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,235,479 | 13,049 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $933,315 | 10,939 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $771,486 | 10,628 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $647,631 | 9,030 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $503,179 | 6,727 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $577,509 | 7,991 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $573,308 | 7,369 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $632,696 | 8,796 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $491,634 | 6,303 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||