Position in ED
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,165,265
+$20,337 QoQ
Shares Held
10,533
+4.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#517
of 1,418 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Geneos Wealth Management Inc. holds $34,754,315 across 29 Utilities - Regulated Electric names. ED ranks #7 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
125,697 | $11,032,425 | |
| 2 | DUK |
Duke Energy CORP
|
53,985 | $6,833,421 | |
| 3 | XEL |
Xcel Energy Inc
|
40,998 | $3,292,139 | |
| 4 | AEP |
American Electric Power Co Inc
|
22,966 | $3,141,978 | |
| 5 | SO |
Southern Co
|
30,668 | $2,935,234 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
16,049 | $1,874,041 | |
| 7 | ED |
Consolidated Edison Inc
This page
|
10,533 | $1,165,265 | |
| 8 | D |
Dominion Energy, Inc
|
14,586 | $996,077 |
All Filings in ED
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,165,265 | 10,533 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,144,928 | 10,116 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,025,975 | 10,330 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,029,827 | 10,245 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,129,941 | 11,260 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $1,230,092 | 11,123 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $639,689 | 7,169 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $731,825 | 7,028 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $502,182 | 5,616 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $492,008 | 5,418 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $501,517 | 5,513 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $669,528 | 7,828 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $782,321 | 8,654 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $786,885 | 8,225 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $795,743 | 8,349 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $675,531 | 7,877 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,243,908 | 13,080 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,194,861 | 12,620 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,099,348 | 12,885 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $961,527 | 13,246 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $910,055 | 12,689 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $1,013,614 | 13,551 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $986,557 | 13,651 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $562,182 | 7,226 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $513,724 | 7,142 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $566,514 | 7,263 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||