Position in ED
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$654,265
+$104,211 QoQ
Shares Held
5,914
+21.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#668
of 1,422 holders
Holding Since
Sep 2023
12 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, 2026Lifeworks Advisors, LLC holds $18,258,197 across 10 Utilities - Regulated Electric names. ED ranks #4 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
92,809 | $8,882,749 | |
| 2 | EVRG |
Evergy, Inc.
|
69,437 | $6,001,439 | |
| 3 | XEL |
Xcel Energy Inc
|
8,921 | $716,356 | |
| 4 | ED |
Consolidated Edison Inc
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|
5,914 | $654,265 | |
| 5 | FE |
Firstenergy Corp
|
9,372 | $445,544 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,666 | $364,735 | |
| 7 | NEE |
Nextera Energy Inc
|
3,794 | $332,999 | |
| 8 | PNW |
Pinnacle West Capital Corp
|
3,067 | $328,169 |
All Filings in ED
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $654,265 | 5,914 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $550,054 | 4,860 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $545,664 | 5,494 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $469,528 | 4,671 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $509,677 | 5,079 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $576,726 | 5,215 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $440,082 | 4,932 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $634,255 | 6,091 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $576,580 | 6,448 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $535,597 | 5,898 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $561,193 | 6,169 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $552,181 | 6,456 | Shares | Sole | 2023-11-01 | |
| No filing history on record for this holder in this stock. | ||||||