Position in ED
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$7,545,297
-$304,867 QoQ
Shares Held
68,203
-1.7% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#221
of 1,421 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Kestra Advisory Services, LLC holds $192,004,579 across 27 Utilities - Regulated Electric names. ED ranks #6 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
451,292 | $39,609,898 | |
| 2 | SO |
Southern Co
|
329,023 | $31,490,791 | |
| 3 | DUK |
Duke Energy CORP
|
206,360 | $26,121,048 | |
| 4 | AEP |
American Electric Power Co Inc
|
130,740 | $17,886,539 | |
| 5 | ETR |
Entergy Corp /De/
|
96,851 | $11,124,305 | |
| 6 | ED |
Consolidated Edison Inc
This page
|
68,203 | $7,545,297 | |
| 7 | D |
Dominion Energy, Inc
|
87,764 | $5,993,403 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
73,110 | $5,933,607 |
All Filings in ED
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,545,297 | 68,203 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $7,850,164 | 69,360 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $6,861,919 | 69,089 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,651,207 | 66,168 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,146,136 | 61,247 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $6,783,811 | 61,342 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,247,437 | 58,808 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,905,108 | 56,709 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,603,252 | 51,479 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,545,312 | 50,053 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,472,267 | 49,162 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,316,100 | 50,463 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,491,976 | 49,690 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $4,653,101 | 48,637 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,899,586 | 72,391 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $4,036,465 | 47,067 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $4,199,711 | 44,161 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,186,928 | 33,660 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $2,712,322 | 31,790 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $2,344,439 | 32,297 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $2,052,482 | 28,618 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $2,138,831 | 28,594 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $2,742,501 | 37,948 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $6,540,023 | 84,062 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||