Position in ED
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,917,660
-$32,431 QoQ
Shares Held
17,334
+0.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#404
of 1,418 holders
Holding Since
Sep 2021
20 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, 2026Herold Advisors, Inc. holds $7,734,727 across 7 Utilities - Regulated Electric names. ED ranks #2 (24.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
27,346 | $2,400,158 | |
| 2 | ED |
Consolidated Edison Inc
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|
17,334 | $1,917,660 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
16,078 | $1,304,890 | |
| 4 | NGG |
National Grid PLC
|
14,125 | $1,170,538 | |
| 5 | AEP |
American Electric Power Co Inc
|
2,678 | $366,377 | |
| 6 | DUK |
Duke Energy CORP
|
2,373 | $300,374 | |
| 7 | D |
Dominion Energy, Inc
|
4,023 | $274,730 |
All Filings in ED
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,917,660 | 17,334 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,950,091 | 17,230 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,712,078 | 17,238 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,725,124 | 17,162 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,741,574 | 17,355 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,973,699 | 17,847 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,599,983 | 17,931 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,803,948 | 17,324 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,521,034 | 17,010 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,661,368 | 18,295 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,762,998 | 19,380 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $1,596,417 | 18,665 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,590,678 | 17,596 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,638,253 | 17,124 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,631,040 | 17,113 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $697,914 | 8,138 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $661,991 | 6,961 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $657,931 | 6,949 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $591,950 | 6,938 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $510,380 | 7,031 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||