Position in ED
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$84,521
-$1,269 QoQ
Shares Held
764
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,187
of 1,422 holders
Holding Since
Mar 2020
26 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, 2026Gleason Group, Inc. holds $2,180,539 across 7 Utilities - Regulated Electric names. ED ranks #3 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
17,743 | $1,698,182 | |
| 2 | DUK |
Duke Energy CORP
|
2,337 | $295,817 | |
| 3 | ED |
Consolidated Edison Inc
This page
|
764 | $84,521 | |
| 4 | D |
Dominion Energy, Inc
|
1,002 | $68,426 | |
| 5 | ES |
Eversource Energy
|
304 | $21,970 | |
| 6 | NEE |
Nextera Energy Inc
|
81 | $7,109 | |
| 7 | AEP |
American Electric Power Co Inc
|
33 | $4,514 |
All Filings in ED
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,521 | 764 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $85,790 | 758 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $74,688 | 752 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $74,987 | 746 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $74,158 | 739 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $81,062 | 733 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $64,959 | 728 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $75,077 | 721 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $63,935 | 715 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $64,384 | 709 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $63,860 | 702 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $59,528 | 696 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $62,376 | 690 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $65,438 | 684 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $64,620 | 678 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $57,716 | 673 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $63,431 | 667 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $62,583 | 661 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $55,969 | 656 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $47,183 | 650 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $10,255 | 143 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $10,546 | 141 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $10,117 | 140 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $10,736 | 138 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $9,854 | 137 | Shares | Sole | 2020-08-27 | |
| 2020-03-31 | $10,608 | 136 | Shares | Sole | 2020-08-27 | |
| No filing history on record for this holder in this stock. | ||||||