Position in ED
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$370,389
New position
Shares Held
3,348
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#842
of 1,418 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WADDELL & ASSOCIATES, LLC holds $8,156,465 across 11 Utilities - Regulated Electric names. ED ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
26,163 | $1,947,835 | |
| 2 | PCG |
PG&E Corp
|
101,929 | $1,714,445 | |
| 3 | ES |
Eversource Energy
|
18,807 | $1,359,181 | |
| 4 | DTE |
Dte Energy Co
|
4,502 | $685,969 | |
| 5 | DUK |
Duke Energy CORP
|
4,273 | $540,876 | |
| 6 | ED |
Consolidated Edison Inc
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|
3,348 | $370,389 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
4,420 | $358,727 | |
| 8 | OGE |
Oge Energy Corp.
|
6,739 | $327,919 |
All Filings in ED
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $370,389 | 3,348 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||