Sound Financial Strategies Group, LLC

Position in ED — Consolidated Edison Inc

CIK 1800620 MADISON, MS

Position in ED

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$294,828

+$1,126 QoQ

Shares Held

2,665

+2.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.78%

of 13F equity value

Holder Rank

#924

of 1,422 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Sound Financial Strategies Group, LLC holds $1,247,525 across 4 Utilities - Regulated Electric names. ED ranks #3 (23.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	4,448	$390,400
2	ES	Eversource Energy	4,177	$301,871
3	ED	Consolidated Edison Inc This page	2,665	$294,828
4	SO	Southern Co	2,721	$260,426

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$294,828	2,665	+2.7%	Shares	Sole	2026-08-10
2026-03-31	$293,702	2,595	-59.4%	Shares	Sole	2026-05-08
2025-12-31	$635,250	6,396	-9.5%	Shares	Sole	2026-02-03
2025-09-30	$710,173	7,065	-2.7%	Shares	Sole	2025-10-23
2025-06-30	$728,842	7,263	-3.2%	Shares	Sole	2025-08-06
2025-03-31	$829,535	7,501	-17.6%	Shares	Sole	2025-05-09
2024-12-31	$812,171	9,102	+16.2%	Shares	Sole	2025-02-06
2024-09-30	$815,754	7,834	+1.7%	Shares	Sole	2024-11-12
2024-06-30	$688,712	7,702	+26.0%	Shares	Sole	2024-08-12
2024-03-31	$554,939	6,111	+0.4%	Shares	Sole	2024-05-13
2023-12-31	$553,916	6,089	-33.8%	Shares	Sole	2024-02-02
2023-09-30	$786,191	9,192	-5.6%	Shares	Sole	2023-11-06
2023-06-30	$880,405	9,739	-10.3%	Shares	Sole	2023-08-07
2023-03-31	$1,039,167	10,862	-3.6%	Shares	Sole	2023-05-02
2022-12-31	$1,074,334	11,272	-4.9%	Shares	Sole	2023-01-30
2022-06-30	$1,127,220	11,853	-30.6%	Shares	Sole	2022-07-25
2022-03-31	$1,616,850	17,077	+79.6%	Shares	Sole	2022-05-05
2020-09-30	$739,878	9,510	-1.3%	Shares	Sole	2020-10-19
2020-06-30	$693,405	9,640	-0.4%	Shares	Sole	2020-07-17
2020-03-31	$754,962	9,679	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.