Position in ED
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,129,421
+$395,110 QoQ
Shares Held
10,209
+57.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#526
of 1,422 holders
Holding Since
Mar 2026
2 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, 2026CATALYST FINANCIAL PARTNERS LLC holds $6,733,351 across 13 Utilities - Regulated Electric names. ED ranks #1 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
This page
|
10,209 | $1,129,421 | |
| 2 | NEE |
Nextera Energy Inc
|
12,052 | $1,057,804 | |
| 3 | DUK |
Duke Energy CORP
|
7,920 | $1,002,513 | |
| 4 | D |
Dominion Energy, Inc
|
9,978 | $681,397 | |
| 5 | SO |
Southern Co
|
6,300 | $602,973 | |
| 6 | EXC |
Exelon Corp
|
12,172 | $567,458 | |
| 7 | AEP |
American Electric Power Co Inc
|
2,497 | $341,614 | |
| 8 | ES |
Eversource Energy
|
3,810 | $275,348 |
All Filings in ED
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,129,421 | 10,209 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $734,311 | 6,488 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||