Position in ED
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$7,057,862
+$5,242,795 QoQ
Shares Held
63,797
+297.8% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#228
of 1,421 holders
Holding Since
Jun 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026IEQ CAPITAL, LLC holds $285,890,957 across 27 Utilities - Regulated Electric names. ED ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
1,106,048 | $82,345,273 | |
| 2 | PCG |
PG&E Corp
|
4,324,529 | $72,738,577 | |
| 3 | ES |
Eversource Energy
|
595,400 | $43,029,558 | |
| 4 | DTE |
Dte Energy Co
|
115,133 | $17,542,815 | |
| 5 | FTS |
Fortis Inc.
|
274,795 | $15,726,517 | |
| 6 | ED |
Consolidated Edison Inc
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|
63,797 | $7,057,862 | |
| 7 | POR |
Portland General Electric Co /Or/
|
133,023 | $6,894,582 | |
| 8 | OGE |
Oge Energy Corp.
|
129,675 | $6,309,985 |
All Filings in ED
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,057,862 | 63,797 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $1,815,067 | 16,037 | Shares | Other | 2026-05-15 | |
| 2025-03-31 | $1,695,344 | 15,330 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $1,600,875 | 17,941 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $2,586,485 | 24,839 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,250,538 | 13,985 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,032,782 | 11,373 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $955,639 | 10,505 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $848,457 | 9,920 | Shares | Other | 2023-11-06 | |
| 2023-06-30 | $862,416 | 9,540 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $766,125 | 8,008 | Shares | Other | 2023-05-02 | |
| 2022-12-31 | $515,150 | 5,405 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $767,809 | 8,953 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $661,610 | 6,957 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $633,787 | 6,694 | Shares | Other | 2022-04-26 | |
| 2021-12-31 | $481,204 | 5,640 | Shares | Other | 2022-01-31 | |
| 2021-09-30 | $295,513 | 4,071 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $204,473 | 2,851 | Shares | Other | 2021-07-29 | |
| No filing history on record for this holder in this stock. | ||||||