SAX WEALTH ADVISORS, LLC

Position in ED — Consolidated Edison Inc

CIK 1846150 PARSIPPANY, NJ

Position in ED

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$964,140

+$468,073 QoQ

Shares Held

8,715

+98.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#568

of 1,421 holders

Holding Since

Dec 2020

14 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Utilities · as of Jun 30, 2026

SAX WEALTH ADVISORS, LLC holds $6,891,098 across 8 Utilities - Regulated Electric names. ED ranks #2 (14.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	26,397	$2,316,864
2	ED	Consolidated Edison Inc This page	8,715	$964,140
3	D	Dominion Energy, Inc	12,180	$831,772
4	PEG	Public Service Enterprise Group Inc	10,009	$812,330
5	SO	Southern Co	6,567	$628,527
6	AEP	American Electric Power Co Inc	3,646	$498,809
7	DUK	Duke Energy CORP	3,861	$488,725
8	ES	Eversource Energy	4,842	$349,931

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$964,140	8,715	+98.8%	Shares	Sole	2026-07-09
2026-03-31	$496,067	4,383	0.0%	Shares	Sole	2026-04-08
2025-12-31	$435,319	4,383	+29.3%	Shares	Sole	2026-01-12
2025-09-30	$340,662	3,389	+3.4%	Shares	Sole	2025-10-20
2025-06-30	$328,746	3,276	+7.5%	Shares	Sole	2025-07-23
2025-03-31	$337,078	3,048	+26.1%	Shares	Sole	2025-05-14
2023-12-31	$219,965	2,418	+0.6%	Shares	Sole	2024-02-14
2023-09-30	$205,528	2,403	0.0%	Shares	Sole	2023-11-07
2023-06-30	$217,231	2,403	0.0%	Shares	Sole	2023-08-11
2023-03-31	$229,895	2,403	+1.4%	Shares	Sole	2023-05-05
2022-06-30	$225,387	2,370	-5.2%	Shares	Sole	2022-08-11
2022-03-31	$236,700	2,500	0.0%	Shares	Sole	2022-08-11
2021-12-31	$213,300	2,500	-26.3%	Shares	Sole	2022-02-07
2020-12-31	$244,995	3,390	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.