Position in ED
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$357,666
-$6,094 QoQ
Shares Held
3,233
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#859
of 1,421 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, 2026Palumbo Wealth Management LLC holds $7,863,512 across 6 Utilities - Regulated Electric names. ED ranks #5 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
50,507 | $5,801,234 | |
| 2 | NEE |
Nextera Energy Inc
|
6,878 | $603,682 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
5,693 | $462,043 | |
| 4 | SO |
Southern Co
|
4,437 | $424,665 | |
| 5 | ED |
Consolidated Edison Inc
This page
|
3,233 | $357,666 | |
| 6 | LNT |
Alliant Energy Corp
|
2,808 | $214,222 |
All Filings in ED
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $357,666 | 3,233 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $363,760 | 3,214 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $317,724 | 3,199 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $320,759 | 3,191 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $317,708 | 3,166 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $347,584 | 3,143 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $273,757 | 3,068 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $525,023 | 5,042 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $270,853 | 3,029 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $279,422 | 3,077 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $289,739 | 3,185 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $274,465 | 3,209 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $291,992 | 3,230 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,081,071 | 11,300 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,140,098 | 11,962 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $993,272 | 11,582 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,165,640 | 12,257 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,133,698 | 11,974 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $999,097 | 11,710 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $832,099 | 11,463 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $776,010 | 10,820 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $645,823 | 8,634 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $575,052 | 7,957 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||