Balboa Wealth Partners

Position in ED — Consolidated Edison Inc

CIK 1929008 SCOTTSDALE, AZ

Position in ED

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$404,352

-$9,094 QoQ

Shares Held

3,655

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#807

of 1,421 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Balboa Wealth Partners holds $4,207,974 across 6 Utilities - Regulated Electric names. ED ranks #5 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	11,590	$1,467,062
2	SO	Southern Co	11,301	$1,081,618
3	D	Dominion Energy, Inc	7,021	$479,464
4	EVRG	Evergy, Inc.	5,338	$461,363
5	ED	Consolidated Edison Inc This page	3,655	$404,352
6	AEP	American Electric Power Co Inc	2,296	$314,115

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$404,352	3,655	+0.1%	Shares	Sole	2026-08-10
2026-03-31	$413,446	3,653	+0.1%	Shares	Sole	2026-04-16
2025-12-31	$362,617	3,651	+16.6%	Shares	Sole	2026-01-16
2025-09-30	$314,627	3,130	-11.3%	Shares	Sole	2025-11-06
2025-06-30	$354,034	3,528	+54.3%	Shares	Sole	2025-07-29
2025-03-31	$252,808	2,286	+1.5%	Shares	Sole	2025-04-23
2024-12-31	$201,035	2,253	+0.1%	Shares	Sole	2025-02-10
2024-09-30	$234,396	2,251	+0.1%	Shares	Sole	2024-11-06
2024-06-30	$201,105	2,249	+0.0%	Shares	Sole	2024-08-13
2024-03-31	$204,140	2,248	0.0%	Shares	Sole	2024-05-13
2023-12-31	$204,500	2,248	-0.9%	Shares	Sole	2024-02-09
2023-06-30	$205,117	2,269	+1.0%	Shares	Defined	2023-08-08
2023-03-31	$214,970	2,247	0.0%	Shares	Defined	2023-05-12
2022-12-31	$214,161	2,247	—	Shares	Defined	2023-02-14
No filing history on record for this holder in this stock.