Position in ED
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$667,098
+$441,128 QoQ
Shares Held
6,030
+99.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#661
of 1,422 holders
Holding Since
Dec 2020
3 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, 2026MONECO ADVISORS, LLC holds $10,802,682 across 8 Utilities - Regulated Electric names. ED ranks #7 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
37,747 | $4,778,015 | |
| 2 | NEE |
Nextera Energy Inc
|
16,835 | $1,477,607 | |
| 3 | SO |
Southern Co
|
13,562 | $1,298,019 | |
| 4 | D |
Dominion Energy, Inc
|
11,417 | $779,666 | |
| 5 | ES |
Eversource Energy
|
10,388 | $750,740 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
9,113 | $739,611 | |
| 7 | ED |
Consolidated Edison Inc
This page
|
6,030 | $667,098 | |
| 8 | AEP |
American Electric Power Co Inc
|
2,280 | $311,926 |
All Filings in ED
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $667,098 | 6,030 | Shares | Sole | 2026-08-11 | |
| 2021-03-31 | $225,970 | 3,021 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $299,920 | 4,150 | Shares | Sole | 2021-01-22 | |
| No filing history on record for this holder in this stock. | ||||||