Position in ED
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,126,544
-$307,785 QoQ
Shares Held
10,183
-19.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#527
of 1,421 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Spire Wealth Management holds $11,827,786 across 29 Utilities - Regulated Electric names. ED ranks #4 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
35,740 | $3,136,899 | |
| 2 | SO |
Southern Co
|
18,393 | $1,760,394 | |
| 3 | D |
Dominion Energy, Inc
|
22,944 | $1,566,845 | |
| 4 | ED |
Consolidated Edison Inc
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|
10,183 | $1,126,544 | |
| 5 | FE |
Firstenergy Corp
|
22,487 | $1,069,031 | |
| 6 | AEP |
American Electric Power Co Inc
|
4,423 | $605,110 | |
| 7 | XEL |
Xcel Energy Inc
|
6,010 | $482,603 | |
| 8 | DUK |
Duke Energy CORP
|
3,609 | $456,827 |
All Filings in ED
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,126,544 | 10,183 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,434,329 | 12,673 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $324,478 | 3,267 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $431,431 | 4,292 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $286,499 | 2,855 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,189,174 | 10,753 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $292,228 | 3,275 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $344,045 | 3,304 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $917,806 | 10,264 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $987,377 | 10,873 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $988,116 | 10,862 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $971,620 | 11,360 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,026,582 | 11,356 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,127,949 | 11,790 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,041,642 | 10,929 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $927,151 | 10,811 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,207,865 | 12,701 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,017,725 | 21,311 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,971,610 | 34,829 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,533,318 | 21,123 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,530,361 | 21,338 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $2,624,956 | 35,093 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||