Position in ED
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$558,681
+$319,419 QoQ
Shares Held
5,050
+138.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#705
of 1,422 holders
Holding Since
Dec 2025
3 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, 2026Affinity Capital Advisors, LLC holds $1,977,616 across 6 Utilities - Regulated Electric names. ED ranks #1 (28.3% of the industry book) .
All Filings in ED
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $558,681 | 5,050 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $239,262 | 2,114 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $209,962 | 2,114 | Shares | Sole | 2026-01-09 | |
| No filing history on record for this holder in this stock. | ||||||