Position in ED
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$364,193
-$191,973 QoQ
Shares Held
3,292
-33.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#848
of 1,418 holders
Holding Since
Mar 2020
26 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, 2026Royal Fund Management, LLC holds $16,502,111 across 10 Utilities - Regulated Electric names. ED ranks #7 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
39,809 | $5,039,023 | |
| 2 | D |
Dominion Energy, Inc
|
51,548 | $3,520,212 | |
| 3 | NEE |
Nextera Energy Inc
|
29,553 | $2,593,866 | |
| 4 | XEL |
Xcel Energy Inc
|
24,368 | $1,956,750 | |
| 5 | PPL |
PPL Corp
|
47,343 | $1,720,918 | |
| 6 | ETR |
Entergy Corp /De/
|
4,300 | $493,898 | |
| 7 | ED |
Consolidated Edison Inc
This page
|
3,292 | $364,193 | |
| 8 | LNT |
Alliant Energy Corp
|
4,444 | $339,032 |
All Filings in ED
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $364,193 | 3,292 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $556,166 | 4,914 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $488,058 | 4,914 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $493,955 | 4,914 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $493,119 | 4,914 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $543,439 | 4,914 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $438,476 | 4,914 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $511,694 | 4,914 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $439,409 | 4,914 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $446,240 | 4,914 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $447,026 | 4,914 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $445,953 | 5,214 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $471,345 | 5,214 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $498,919 | 5,215 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $496,946 | 5,214 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $447,152 | 5,214 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $495,851 | 5,214 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $493,661 | 5,214 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $488,968 | 5,731 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $416,013 | 5,731 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $411,027 | 5,731 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $428,678 | 5,731 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $414,179 | 5,731 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $445,871 | 5,731 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $412,230 | 5,731 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $578,292 | 7,414 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||