Position in ED
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,543,952
-$45,208 QoQ
Shares Held
13,956
-0.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#447
of 1,422 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $6,515,600 across 15 Utilities - Regulated Electric names. ED ranks #3 (23.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NGG |
National Grid PLC
|
23,519 | $1,949,019 | |
| 2 | NEE |
Nextera Energy Inc
|
20,663 | $1,813,591 | |
| 3 | ED |
Consolidated Edison Inc
This page
|
13,956 | $1,543,952 | |
| 4 | ETR |
Entergy Corp /De/
|
6,216 | $713,969 | |
| 5 | DTE |
Dte Energy Co
|
991 | $150,998 | |
| 6 | AEP |
American Electric Power Co Inc
|
540 | $73,877 | |
| 7 | D |
Dominion Energy, Inc
|
1,004 | $68,563 | |
| 8 | XEL |
Xcel Energy Inc
|
636 | $51,070 |
All Filings in ED
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,543,952 | 13,956 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,589,160 | 14,041 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $1,393,260 | 14,028 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,417,533 | 14,102 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,378,909 | 13,741 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,559,650 | 14,103 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,510,485 | 16,928 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,098,011 | 20,148 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $1,805,479 | 20,191 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,906,646 | 20,996 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,956,946 | 21,512 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,812,637 | 21,193 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,850,307 | 20,468 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $1,961,904 | 20,507 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $2,175,450 | 22,825 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $1,955,070 | 22,797 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $2,165,997 | 22,776 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $2,154,632 | 22,757 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $1,772,352 | 20,773 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $1,647,720 | 22,699 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,625,605 | 22,666 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,546,490 | 20,675 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,514,417 | 20,955 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||