Position in ED
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$233,539
-$5,383 QoQ
Shares Held
2,111
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,038
of 1,422 holders
Holding Since
Dec 2022
9 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, 2026Kapstone Financial Advisors LLC holds $1,916,501 across 4 Utilities - Regulated Electric names. ED ranks #4 (12.2% of the industry book) .
All Filings in ED
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,539 | 2,111 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $238,922 | 2,111 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $209,664 | 2,111 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $212,197 | 2,111 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $211,838 | 2,111 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $233,455 | 2,111 | Shares | Sole | 2025-04-11 | |
| 2024-09-30 | $219,818 | 2,111 | Shares | Sole | 2024-11-06 | |
| 2023-03-31 | $201,959 | 2,111 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $201,199 | 2,111 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||