Position in ED
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$492,635
-$11,355 QoQ
Shares Held
4,453
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#747
of 1,422 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SkyOak Wealth, LLC holds $4,929,925 across 6 Utilities - Regulated Electric names. ED ranks #2 (10.0% of the industry book) .
All Filings in ED
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $492,635 | 4,453 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $503,990 | 4,453 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $442,271 | 4,453 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $447,615 | 4,453 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $446,858 | 4,453 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $492,457 | 4,453 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $334,880 | 3,753 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $390,799 | 3,753 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $335,593 | 3,753 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $340,809 | 3,753 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $341,410 | 3,753 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $320,994 | 3,753 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $306,727 | 3,393 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $324,608 | 3,393 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $319,383 | 3,351 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $287,381 | 3,351 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $318,680 | 3,351 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $330,622 | 3,492 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $297,852 | 3,491 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $253,339 | 3,490 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $250,159 | 3,488 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $260,827 | 3,487 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $251,860 | 3,485 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $271,055 | 3,484 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $250,532 | 3,483 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $271,674 | 3,483 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||