Position in ED
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,767,646
+$13,583 QoQ
Shares Held
15,978
+3.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#420
of 1,428 holders
Holding Since
Mar 2020
25 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, 2026Symphony Financial, Ltd. Co. holds $11,637,930 across 12 Utilities - Regulated Electric names. ED ranks #3 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
41,997 | $3,686,076 | |
| 2 | DUK |
Duke Energy CORP
|
18,393 | $2,328,185 | |
| 3 | ED |
Consolidated Edison Inc
This page
|
15,978 | $1,767,646 | |
| 4 | SO |
Southern Co
|
13,946 | $1,334,771 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,373 | $461,460 | |
| 6 | EIX |
Edison International
|
5,724 | $426,151 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
4,947 | $401,498 | |
| 8 | PCG |
PG&E Corp
|
17,835 | $299,984 |
All Filings in ED
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,767,646 | 15,978 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,754,063 | 15,498 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,575,910 | 15,867 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,671,848 | 16,632 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,751,709 | 17,456 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $1,398,234 | 15,670 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,682,220 | 16,155 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,473,909 | 16,483 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $2,338,902 | 25,756 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $2,340,112 | 25,724 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $2,449,835 | 28,643 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,735,413 | 30,259 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $3,144,194 | 32,865 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $3,188,405 | 33,453 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $2,362,773 | 27,551 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $2,593,662 | 27,273 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $2,574,633 | 27,193 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,731,398 | 20,293 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $705,139 | 9,714 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $743,234 | 10,363 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $470,566 | 6,291 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $595,938 | 8,246 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $709,613 | 9,121 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $632,696 | 8,796 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $324,636 | 4,162 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||