Occidental Asset Management, LLC
Position in ED — Consolidated Edison Inc
CIK 1770994
Burlingame, CA
Position in ED
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,122,230
-$24,396 QoQ
Shares Held
10,144
+0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#529
of 1,422 holders
Holding Since
Jun 2025
5 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, 2026Occidental Asset Management, LLC holds $14,622,931 across 7 Utilities - Regulated Electric names. ED ranks #3 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
95,500 | $6,521,695 | |
| 2 | DUK |
Duke Energy CORP
|
45,753 | $5,791,414 | |
| 3 | ED |
Consolidated Edison Inc
This page
|
10,144 | $1,122,230 | |
| 4 | NEE |
Nextera Energy Inc
|
5,163 | $453,156 | |
| 5 | XEL |
Xcel Energy Inc
|
3,306 | $265,471 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,927 | $263,632 | |
| 7 | EIX |
Edison International
|
2,758 | $205,333 |
All Filings in ED
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,122,230 | 10,144 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,146,626 | 10,131 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,001,940 | 10,088 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $988,513 | 9,834 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $990,655 | 9,872 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||