Position in ED
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$572,178
+$70,791 QoQ
Shares Held
5,172
+16.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#695
of 1,422 holders
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $27,980,578 across 15 Utilities - Regulated Electric names. ED ranks #7 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
113,334 | $9,947,325 | |
| 2 | SO |
Southern Co
|
74,037 | $7,086,081 | |
| 3 | DUK |
Duke Energy CORP
|
27,047 | $3,423,609 | |
| 4 | AEP |
American Electric Power Co Inc
|
16,620 | $2,273,782 | |
| 5 | ETR |
Entergy Corp /De/
|
11,584 | $1,330,538 | |
| 6 | D |
Dominion Energy, Inc
|
13,752 | $939,124 | |
| 7 | ED |
Consolidated Edison Inc
This page
|
5,172 | $572,178 | |
| 8 | NGG |
National Grid PLC
|
6,122 | $507,330 |
All Filings in ED
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $572,178 | 5,172 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $501,387 | 4,430 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $438,299 | 4,413 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $242,353 | 2,411 | Shares | Sole | 2025-10-23 | |
| 2024-12-31 | $234,764 | 2,631 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $476,915 | 4,580 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $396,041 | 4,429 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $469,033 | 5,165 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $701,014 | 7,706 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $826,476 | 9,663 | Shares | Sole | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||