Position in ED
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$913,693
-$21,060 QoQ
Shares Held
8,259
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#589
of 1,422 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, 2026Monte Financial Group, LLC holds $2,642,694 across 2 Utilities - Regulated Electric names. ED ranks #2 (34.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
18,065 | $1,729,001 | |
| 2 | ED |
Consolidated Edison Inc
This page
|
8,259 | $913,693 |
All Filings in ED
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $913,693 | 8,259 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $934,753 | 8,259 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $821,277 | 8,269 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $831,199 | 8,269 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $829,794 | 8,269 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $914,468 | 8,269 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $737,842 | 8,269 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $861,050 | 8,269 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $739,413 | 8,269 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $750,907 | 8,269 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $752,230 | 8,269 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $707,247 | 8,269 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $747,517 | 8,269 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $792,530 | 8,284 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $789,548 | 8,284 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $710,435 | 8,284 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $787,808 | 8,284 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $813,490 | 8,592 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $706,790 | 8,284 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $601,335 | 8,284 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $594,128 | 8,284 | Shares | Sole | 2021-10-25 | |
| 2021-03-31 | $619,643 | 8,284 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $598,684 | 8,284 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $644,495 | 8,284 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $595,868 | 8,284 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $1,292,304 | 16,568 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||