Sound View Wealth Advisors Group, LLC
Position in ED — Consolidated Edison Inc
CIK 1784777
SAVANNAH, GA
Position in ED
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,094,305
-$98,787 QoQ
Shares Held
37,009
-0.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#284
of 1,418 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $26,157,662 across 10 Utilities - Regulated Electric names. ED ranks #2 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
86,522 | $8,281,020 | |
| 2 | ED |
Consolidated Edison Inc
This page
|
37,009 | $4,094,305 | |
| 3 | NEE |
Nextera Energy Inc
|
35,594 | $3,124,085 | |
| 4 | AEP |
American Electric Power Co Inc
|
21,051 | $2,879,987 | |
| 5 | XEL |
Xcel Energy Inc
|
32,837 | $2,636,811 | |
| 6 | DUK |
Duke Energy CORP
|
20,061 | $2,539,321 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
12,907 | $1,047,532 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
6,784 | $792,167 |
All Filings in ED
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,094,305 | 37,009 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,193,092 | 37,048 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,629,152 | 36,540 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $3,591,077 | 35,725 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,365,136 | 33,534 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,311,396 | 29,943 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,618,900 | 29,350 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,718,938 | 26,111 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,824,883 | 20,408 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,762,894 | 19,413 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||