Position in ED
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$475,709
-$10,965 QoQ
Shares Held
4,300
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#757
of 1,422 holders
Holding Since
Mar 2025
6 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, 2026Charles Schwab Trust Co holds $2,519,058 across 5 Utilities - Regulated Electric names. ED ranks #3 (18.9% of the industry book) .
All Filings in ED
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $475,709 | 4,300 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $486,674 | 4,300 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $526,396 | 5,300 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $532,756 | 5,300 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $531,855 | 5,300 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $475,537 | 4,300 | Shares | Sole | 2025-04-10 | |
| No filing history on record for this holder in this stock. | ||||||