Position in ED
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,214,701
-$131,407 QoQ
Shares Held
20,019
-3.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#379
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, 2026Sovereign Financial Group, Inc. holds $10,179,048 across 9 Utilities - Regulated Electric names. ED ranks #2 (21.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
32,652 | $3,125,122 | |
| 2 | ED |
Consolidated Edison Inc
This page
|
20,019 | $2,214,701 | |
| 3 | AEP |
American Electric Power Co Inc
|
8,142 | $1,113,907 | |
| 4 | D |
Dominion Energy, Inc
|
14,284 | $975,454 | |
| 5 | NEE |
Nextera Energy Inc
|
9,747 | $855,494 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
10,072 | $817,443 | |
| 7 | DTE |
Dte Energy Co
|
3,150 | $479,965 | |
| 8 | DUK |
Duke Energy CORP
|
3,013 | $381,385 |
All Filings in ED
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,214,701 | 20,019 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,346,108 | 20,729 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,038,344 | 20,523 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $2,047,592 | 20,370 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,025,263 | 20,182 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,276,716 | 20,587 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,819,667 | 20,393 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,075,727 | 19,934 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,781,067 | 19,918 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,793,043 | 19,745 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,795,111 | 19,733 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,680,151 | 19,644 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,731,521 | 19,154 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,830,454 | 19,133 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,819,277 | 19,088 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,630,897 | 19,017 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,768,194 | 18,593 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,760,763 | 18,597 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,591,388 | 18,652 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,365,563 | 18,812 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,334,996 | 18,614 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,392,327 | 18,614 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,221,796 | 16,906 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||