Position in ED
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$384,217
-$7,725 QoQ
Shares Held
3,473
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#830
of 1,422 holders
Holding Since
Dec 2023
11 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, 2026SARD WEALTH MANAGEMENT GROUP, LLC holds $1,929,080 across 4 Utilities - Regulated Electric names. ED ranks #3 (19.9% of the industry book) .
All Filings in ED
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $384,217 | 3,473 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $391,942 | 3,463 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $343,150 | 3,455 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $347,397 | 3,456 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $346,709 | 3,455 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $382,088 | 3,455 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $308,289 | 3,455 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $359,769 | 3,455 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $308,946 | 3,455 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $313,748 | 3,455 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $317,849 | 3,494 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||