Position in ED
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$256,661
-$5,916 QoQ
Shares Held
2,320
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#990
of 1,422 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Performance Wealth Partners, LLC holds $978,889 across 3 Utilities - Regulated Electric names. ED ranks #2 (26.2% of the industry book) .
All Filings in ED
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,661 | 2,320 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $262,577 | 2,320 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $230,422 | 2,320 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $233,206 | 2,320 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $257,899 | 2,570 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $284,879 | 2,576 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $229,321 | 2,570 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $267,614 | 2,570 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $229,809 | 2,570 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $233,381 | 2,570 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $233,792 | 2,570 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $219,812 | 2,570 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $232,328 | 2,570 | Shares | Sole | 2023-07-13 | |
| No filing history on record for this holder in this stock. | ||||||