Position in ED
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,578,913
+$172,809 QoQ
Shares Held
77,546
+4.4% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#211
of 1,421 holders
Holding Since
Sep 2020
21 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cresset Asset Management, LLC holds $85,249,756 across 22 Utilities - Regulated Electric names. ED ranks #4 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
296,249 | $26,001,774 | |
| 2 | PPL |
PPL Corp
|
295,058 | $10,725,358 | |
| 3 | EXC |
Exelon Corp
|
220,583 | $10,283,579 | |
| 4 | ED |
Consolidated Edison Inc
This page
|
77,546 | $8,578,913 | |
| 5 | XEL |
Xcel Energy Inc
|
87,465 | $7,023,439 | |
| 6 | ES |
Eversource Energy
|
84,891 | $6,135,072 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
19,059 | $2,225,519 | |
| 8 | DUK |
Duke Energy CORP
|
17,146 | $2,170,340 |
All Filings in ED
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,578,913 | 77,546 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,406,104 | 74,272 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,844,836 | 68,917 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,195,724 | 71,585 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $7,015,669 | 69,912 | Shares | Sole | 2026-01-22 | |
| 2025-03-31 | $8,105,694 | 73,295 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,835,107 | 76,601 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,720,118 | 93,346 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $8,266,342 | 92,444 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $7,116,869 | 78,371 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $5,529,884 | 60,788 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $4,834,754 | 56,527 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,797,076 | 53,065 | Shares | Sole | 2023-08-14 | |
| 2022-09-30 | $208,482 | 2,431 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $533,143 | 5,631 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,401,466 | 16,426 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $982,360 | 13,533 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,210,633 | 16,880 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $833,571 | 11,144 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $212,690 | 2,943 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $231,299 | 2,973 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||