Position in ED
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$998,767
+$235,595 QoQ
Shares Held
9,028
+33.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#558
of 1,422 holders
Holding Since
Sep 2023
12 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, 2026CERTUITY, LLC holds $8,804,280 across 17 Utilities - Regulated Electric names. ED ranks #2 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
22,158 | $1,944,807 | |
| 2 | ED |
Consolidated Edison Inc
This page
|
9,028 | $998,767 | |
| 3 | DUK |
Duke Energy CORP
|
6,212 | $786,314 | |
| 4 | PNW |
Pinnacle West Capital Corp
|
4,649 | $497,443 | |
| 5 | ES |
Eversource Energy
|
6,445 | $465,780 | |
| 6 | SO |
Southern Co
|
4,685 | $448,401 | |
| 7 | EXC |
Exelon Corp
|
9,470 | $441,491 | |
| 8 | AEE |
Ameren Corp
|
3,771 | $426,273 |
All Filings in ED
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $998,767 | 9,028 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $763,172 | 6,743 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $584,001 | 5,880 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $526,825 | 5,241 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $375,610 | 3,743 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $402,879 | 3,643 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $314,535 | 3,525 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $287,919 | 2,765 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $267,544 | 2,992 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $302,124 | 3,327 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $304,749 | 3,350 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $233,667 | 2,732 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||