Position in ED
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$18,663,268
+$3,387,058 QoQ
Shares Held
164,899
+7.2% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Ethic Inc. holds $95,192,195 across 27 Utilities - Regulated Electric names. ED ranks #1 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
This page
|
164,899 | $18,663,268 | |
| 2 | EXC |
Exelon Corp
|
358,659 | $17,581,464 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
122,284 | $9,898,889 | |
| 4 | ES |
Eversource Energy
|
141,098 | $9,775,269 | |
| 5 | EIX |
Edison International
|
91,422 | $6,690,261 | |
| 6 | SO |
Southern Co
|
51,547 | $4,975,315 | |
| 7 | NEE |
Nextera Energy Inc
|
45,914 | $4,264,492 | |
| 8 | ETR |
Entergy Corp /De/
|
22,120 | $2,485,403 |
All Filings in ED
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,663,268 | 164,899 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $15,276,210 | 153,808 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $14,498,100 | 144,231 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $14,112,421 | 140,632 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $11,722,982 | 106,004 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,379,586 | 37,875 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,491,830 | 23,930 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,231,565 | 24,956 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,173,083 | 23,930 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,659,235 | 29,232 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,289,381 | 26,767 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,922,094 | 43,386 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,079,885 | 53,098 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $7,315,900 | 76,759 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,730,397 | 66,819 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,858,635 | 61,605 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,628,137 | 38,320 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,088,925 | 36,204 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,176,611 | 29,985 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,563,567 | 21,801 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $898,497 | 12,012 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $615,957 | 8,523 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $445,949 | 5,732 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $459,848 | 6,393 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $651,534 | 8,353 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||