Position in ED
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$7,256,221
-$165,783 QoQ
Shares Held
65,590
+0.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#26
of 506 holders
Holding Since
Mar 2023
14 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, 2026PFG Investments, LLC holds $36,814,650 across 22 Utilities - Regulated Electric names. ED ranks #1 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
This page
|
65,590 | $7,256,221 | |
| 2 | NEE |
Nextera Energy Inc
|
48,611 | $4,266,587 | |
| 3 | AEP |
American Electric Power Co Inc
|
29,325 | $4,011,953 | |
| 4 | DUK |
Duke Energy CORP
|
31,072 | $3,933,093 | |
| 5 | D |
Dominion Energy, Inc
|
37,499 | $2,560,806 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
30,462 | $2,472,295 | |
| 7 | SO |
Southern Co
|
23,961 | $2,293,307 | |
| 8 | ES |
Eversource Energy
|
18,470 | $1,334,826 |
All Filings in ED
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,256,221 | 65,590 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $7,422,004 | 65,577 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $6,333,835 | 63,772 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $6,470,773 | 64,373 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $6,426,815 | 64,044 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $7,088,819 | 64,100 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $5,732,670 | 64,246 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $6,672,025 | 64,074 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $5,579,986 | 62,402 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $5,651,741 | 62,237 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,737,890 | 19,104 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,742,417 | 20,372 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,815,593 | 20,084 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,966,114 | 20,551 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||