Position in ED
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$412,649
+$82,390 QoQ
Shares Held
3,730
+27.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#799
of 1,418 holders
Holding Since
Jun 2024
9 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, 2026Cooper Financial Group holds $3,887,595 across 7 Utilities - Regulated Electric names. ED ranks #6 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
12,481 | $1,095,457 | |
| 2 | EXC |
Exelon Corp
|
13,161 | $613,565 | |
| 3 | SO |
Southern Co
|
6,326 | $605,461 | |
| 4 | AEP |
American Electric Power Co Inc
|
3,744 | $512,216 | |
| 5 | DUK |
Duke Energy CORP
|
3,392 | $429,359 | |
| 6 | ED |
Consolidated Edison Inc
This page
|
3,730 | $412,649 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
2,697 | $218,888 |
All Filings in ED
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $412,649 | 3,730 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $330,259 | 2,918 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $284,055 | 2,860 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $280,149 | 2,787 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $298,741 | 2,977 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $326,351 | 2,951 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $249,754 | 2,799 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $277,298 | 2,663 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $335,772 | 3,755 | Shares | Sole | 2024-07-15 | |
| No filing history on record for this holder in this stock. | ||||||