Position in ED
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$52,217
-$1,203 QoQ
Shares Held
472
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,231
of 1,422 holders
Holding Since
Dec 2020
23 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, 2026West Financial Advisors, LLC holds $873,707 across 2 Utilities - Regulated Electric names. ED ranks #2 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNT |
Alliant Energy Corp
|
10,768 | $821,490 | |
| 2 | ED |
Consolidated Edison Inc
This page
|
472 | $52,217 |
All Filings in ED
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,217 | 472 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $53,420 | 472 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $46,879 | 472 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $47,445 | 472 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $47,365 | 472 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $52,198 | 472 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $42,116 | 472 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $49,149 | 472 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $42,206 | 472 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $42,862 | 472 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $42,937 | 472 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $40,370 | 472 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $42,668 | 472 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $38,459 | 402 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $38,314 | 402 | Shares | Other | 2023-01-10 | |
| 2022-09-30 | $34,475 | 402 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $38,230 | 402 | Shares | Other | 2022-07-14 | |
| 2022-03-31 | $51,505 | 544 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $46,414 | 544 | Shares | Other | 2022-01-19 | |
| 2021-09-30 | $29,181 | 402 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $28,831 | 402 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $30,069 | 402 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $29,052 | 402 | Shares | Sole | 2021-02-22 | |
| No filing history on record for this holder in this stock. | ||||||