Position in ED
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$585,564
-$304,936 QoQ
Shares Held
5,293
-32.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#691
of 1,418 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, 2026Gateway Wealth Partners, LLC holds $7,552,374 across 11 Utilities - Regulated Electric names. ED ranks #6 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
19,206 | $1,838,206 | |
| 2 | DUK |
Duke Energy CORP
|
9,162 | $1,159,725 | |
| 3 | NEE |
Nextera Energy Inc
|
8,697 | $763,335 | |
| 4 | AEP |
American Electric Power Co Inc
|
5,027 | $687,743 | |
| 5 | AEE |
Ameren Corp
|
5,224 | $590,520 | |
| 6 | ED |
Consolidated Edison Inc
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|
5,293 | $585,564 | |
| 7 | EIX |
Edison International
|
7,017 | $522,415 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
3,993 | $466,262 |
All Filings in ED
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $585,564 | 5,293 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $890,500 | 7,868 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||