Marshall Financial Group, LLC

Position in ED — Consolidated Edison Inc

CIK 1841496 Hunt Valley, MD

Position in ED

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$3,415,479

+$59,692 QoQ

Shares Held

30,873

+4.1% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

1.00%

of 13F equity value

Holder Rank

#304

of 1,422 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Marshall Financial Group, LLC holds $8,894,311 across 6 Utilities - Regulated Electric names. ED ranks #1 (38.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ED	Consolidated Edison Inc This page	30,873	$3,415,479
2	SO	Southern Co	34,327	$3,285,437
3	NEE	Nextera Energy Inc	7,434	$652,482
4	PNW	Pinnacle West Capital Corp	5,996	$641,572
5	DUK	Duke Energy CORP	4,234	$535,939
6	EXC	Exelon Corp	7,795	$363,402

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,415,479	30,873	+4.1%	Shares	Sole	2026-07-20
2026-03-31	$3,355,787	29,650	+2.0%	Shares	Sole	2026-04-13
2025-12-31	$2,887,729	29,075	+2.1%	Shares	Sole	2026-01-09
2025-09-30	$2,863,513	28,487	+4.8%	Shares	Sole	2025-10-08
2025-06-30	$2,727,613	27,181	-3.4%	Shares	Sole	2025-07-10
2025-03-31	$3,112,555	28,145	+4.3%	Shares	Sole	2025-04-16
2024-12-31	$2,408,763	26,995	+0.9%	Shares	Sole	2025-01-21
2024-09-30	$2,787,039	26,765	+0.7%	Shares	Sole	2024-10-16
2024-06-30	$2,376,157	26,573	+4.5%	Shares	Sole	2024-07-19
2024-03-31	$2,309,479	25,432	+4.4%	Shares	Sole	2024-04-19
2023-12-31	$2,215,574	24,355	+4.5%	Shares	Sole	2024-01-10
2023-09-30	$1,993,704	23,310	-1.7%	Shares	Sole	2023-10-19
2023-06-30	$2,143,022	23,706	+2.4%	Shares	Sole	2023-07-17
2023-03-31	$2,214,569	23,148	-1.6%	Shares	Sole	2023-04-18
2022-12-31	$2,243,025	23,534	+7.0%	Shares	Sole	2023-02-01
2022-09-30	$1,886,977	22,003	+3.9%	Shares	Sole	2022-10-12
2022-06-30	$2,014,598	21,184	+27.5%	Shares	Sole	2022-07-25
2022-03-31	$1,573,392	16,618	+2.4%	Shares	Sole	2022-05-10
2021-12-31	$1,385,084	16,234	+391.8%	Shares	Sole	2022-01-27
2021-09-30	$239,619	3,301	—	Shares	Sole	2021-10-28
No filing history on record for this holder in this stock.