Position in ED
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$225,353
New position
Shares Held
2,037
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,057
of 1,422 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Fermata Advisors, LLC holds $730,068 across 3 Utilities - Regulated Electric names. ED ranks #3 (30.9% of the industry book) .
All Filings in ED
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,353 | 2,037 | Shares | Sole | 2026-07-07 | |
| No filing history on record for this holder in this stock. | ||||||