Position in ED
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,674,827
-$13,139 QoQ
Shares Held
15,139
+1.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#432
of 1,421 holders
Holding Since
Mar 2020
25 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, 2026Western Wealth Management, LLC holds $14,172,342 across 10 Utilities - Regulated Electric names. ED ranks #4 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
38,790 | $3,404,597 | |
| 2 | SO |
Southern Co
|
23,485 | $2,247,748 | |
| 3 | AEP |
American Electric Power Co Inc
|
14,370 | $1,965,959 | |
| 4 | ED |
Consolidated Edison Inc
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|
15,139 | $1,674,827 | |
| 5 | XEL |
Xcel Energy Inc
|
18,302 | $1,469,650 | |
| 6 | DUK |
Duke Energy CORP
|
10,480 | $1,326,558 | |
| 7 | EIX |
Edison International
|
11,943 | $889,156 | |
| 8 | ETR |
Entergy Corp /De/
|
5,572 | $639,999 |
All Filings in ED
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,674,827 | 15,139 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,687,966 | 14,914 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $1,469,538 | 14,796 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,484,680 | 14,770 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,573,889 | 15,684 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,780,609 | 16,101 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,426,341 | 15,985 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $1,681,907 | 16,152 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,430,362 | 15,996 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,427,533 | 15,720 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,287,953 | 14,158 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,209,907 | 14,146 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $916,023 | 10,133 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $953,829 | 9,970 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $840,920 | 8,823 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,606,542 | 18,733 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,684,981 | 17,718 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,676,120 | 17,703 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $698,088 | 8,182 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $637,519 | 8,889 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $651,059 | 8,704 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $664,739 | 9,198 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $767,730 | 9,868 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $736,707 | 10,242 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $834,288 | 10,696 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||