Position in ED
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$352,799
-$6,094 QoQ
Shares Held
3,189
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#858
of 1,418 holders
Holding Since
Dec 2021
19 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, 2026Allegheny Financial Group holds $5,915,234 across 10 Utilities - Regulated Electric names. ED ranks #7 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
15,729 | $1,380,534 | |
| 2 | SO |
Southern Co
|
11,942 | $1,142,968 | |
| 3 | PPL |
PPL Corp
|
27,406 | $996,208 | |
| 4 | DUK |
Duke Energy CORP
|
4,048 | $512,395 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
4,438 | $360,188 | |
| 6 | D |
Dominion Energy, Inc
|
5,169 | $352,991 | |
| 7 | ED |
Consolidated Edison Inc
This page
|
3,189 | $352,799 | |
| 8 | EXC |
Exelon Corp
|
6,468 | $301,538 |
All Filings in ED
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,799 | 3,189 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $358,893 | 3,171 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $314,943 | 3,171 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $318,748 | 3,171 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $318,209 | 3,171 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $348,469 | 3,151 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $281,163 | 3,151 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $328,217 | 3,152 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $226,858 | 2,537 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $230,384 | 2,537 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $248,984 | 2,737 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $216,989 | 2,537 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $228,440 | 2,527 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $242,714 | 2,537 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $241,801 | 2,537 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $217,573 | 2,537 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $241,268 | 2,537 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $240,203 | 2,537 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $216,456 | 2,537 | Shares | Sole | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||