Position in ED
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,169,580
+$66,189 QoQ
Shares Held
10,572
+8.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#516
of 1,418 holders
Holding Since
Mar 2024
10 quarters on record
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Simplicity Wealth,LLC holds $14,821,898 across 17 Utilities - Regulated Electric names. ED ranks #4 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
43,287 | $4,142,998 | |
| 2 | NEE |
Nextera Energy Inc
|
27,863 | $2,445,535 | |
| 3 | DUK |
Duke Energy CORP
|
10,453 | $1,323,140 | |
| 4 | ED |
Consolidated Edison Inc
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|
10,572 | $1,169,580 | |
| 5 | AEP |
American Electric Power Co Inc
|
7,002 | $957,943 | |
| 6 | D |
Dominion Energy, Inc
|
12,732 | $869,468 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
4,724 | $551,621 | |
| 8 | EVRG |
Evergy, Inc.
|
6,285 | $543,212 |
All Filings in ED
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,169,580 | 10,572 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,103,391 | 9,749 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $982,374 | 9,891 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $998,867 | 9,937 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,156,232 | 11,522 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $671,170 | 6,069 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $548,407 | 6,146 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $633,110 | 6,080 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,214,860 | 13,586 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,158,644 | 12,759 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||