Position in ED
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,170,228
+$88,056 QoQ
Shares Held
19,617
+6.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#383
of 1,422 holders
Holding Since
Mar 2022
16 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, 2026Aaron Wealth Advisors LLC holds $18,292,632 across 24 Utilities - Regulated Electric names. ED ranks #1 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
This page
|
19,617 | $2,170,228 | |
| 2 | DUK |
Duke Energy CORP
|
12,793 | $1,619,337 | |
| 3 | SO |
Southern Co
|
16,175 | $1,548,109 | |
| 4 | NEE |
Nextera Energy Inc
|
15,160 | $1,330,593 | |
| 5 | ES |
Eversource Energy
|
15,066 | $1,088,819 | |
| 6 | NGG |
National Grid PLC
|
12,914 | $1,070,183 | |
| 7 | EXC |
Exelon Corp
|
20,707 | $965,360 | |
| 8 | AEP |
American Electric Power Co Inc
|
6,729 | $920,594 |
All Filings in ED
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,170,228 | 19,617 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,082,172 | 18,397 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,041,026 | 20,550 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,704,819 | 16,960 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $861,304 | 8,583 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,007,696 | 9,112 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $729,633 | 8,177 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $709,541 | 6,814 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $577,295 | 6,456 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $567,562 | 6,250 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $559,647 | 6,152 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $552,010 | 6,454 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $537,247 | 5,943 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $545,223 | 5,699 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $549,462 | 5,765 | Shares | Sole | 2023-01-24 | |
| 2022-03-31 | $684,000 | 64,761 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||