Position in ED
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$939,359
+$2,795 QoQ
Shares Held
8,491
+2.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#578
of 1,421 holders
Holding Since
Dec 2024
6 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, 2026Frank, Rimerman Advisors LLC holds $16,063,682 across 19 Utilities - Regulated Electric names. ED ranks #8 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
26,339 | $2,520,905 | |
| 2 | NEE |
Nextera Energy Inc
|
19,720 | $1,730,824 | |
| 3 | AEP |
American Electric Power Co Inc
|
11,696 | $1,600,129 | |
| 4 | DUK |
Duke Energy CORP
|
12,333 | $1,561,111 | |
| 5 | D |
Dominion Energy, Inc
|
20,072 | $1,370,716 | |
| 6 | EIX |
Edison International
|
16,977 | $1,263,937 | |
| 7 | EXC |
Exelon Corp
|
24,033 | $1,120,418 | |
| 8 | ED |
Consolidated Edison Inc
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|
8,491 | $939,359 |
All Filings in ED
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $939,359 | 8,491 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $936,564 | 8,275 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $811,444 | 8,170 | Shares | Sole | 2026-01-15 | |
| 2025-06-30 | $331,957 | 3,308 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $312,306 | 2,824 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $217,096 | 2,433 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||