Position in ED
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$645,194
-$2,874 QoQ
Shares Held
5,832
+1.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#672
of 1,422 holders
Holding Since
Mar 2025
6 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, 2026TriaGen Wealth Management LLC holds $5,832,016 across 5 Utilities - Regulated Electric names. ED ranks #3 (11.1% of the industry book) .
All Filings in ED
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $645,194 | 5,832 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $648,068 | 5,726 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $558,873 | 5,627 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $589,750 | 5,867 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $622,671 | 6,205 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $588,559 | 5,322 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||