JEPPSON WEALTH MANAGEMENT, LLC
Position in ED — Consolidated Edison Inc
CIK 1831263
MANHATTAN BEACH, CA
Position in ED
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$711,461
-$16,399 QoQ
Shares Held
6,431
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#641
of 1,418 holders
Holding Since
Sep 2020
18 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, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $13,366,176 across 13 Utilities - Regulated Electric names. ED ranks #5 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
34,666 | $4,742,655 | |
| 2 | DUK |
Duke Energy CORP
|
15,272 | $1,933,129 | |
| 3 | SO |
Southern Co
|
17,272 | $1,653,103 | |
| 4 | D |
Dominion Energy, Inc
|
15,034 | $1,026,671 | |
| 5 | ED |
Consolidated Edison Inc
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|
6,431 | $711,461 | |
| 6 | NEE |
Nextera Energy Inc
|
8,099 | $710,849 | |
| 7 | EVRG |
Evergy, Inc.
|
7,345 | $634,828 | |
| 8 | NGG |
National Grid PLC
|
6,646 | $550,754 |
All Filings in ED
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $711,461 | 6,431 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $727,860 | 6,431 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $673,389 | 6,780 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $712,686 | 7,090 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $721,516 | 7,190 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $831,194 | 7,516 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $670,652 | 7,516 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $803,467 | 7,716 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $689,964 | 7,716 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $700,689 | 7,716 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $701,924 | 7,716 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $649,258 | 7,591 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $700,871 | 7,753 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $757,323 | 7,916 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $754,473 | 7,916 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $651,861 | 7,601 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $722,855 | 7,601 | Shares | Sole | 2022-08-03 | |
| 2020-09-30 | $5,835 | 75 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||