Position in ED
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$860,369
-$29,452 QoQ
Shares Held
7,777
-1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#603
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, 2026AVISO WEALTH MANAGEMENT holds $3,885,891 across 3 Utilities - Regulated Electric names. ED ranks #3 (22.1% 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 | $860,369 | 7,777 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $889,821 | 7,862 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $870,142 | 8,761 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $880,555 | 8,760 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $881,574 | 8,785 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,001,281 | 9,054 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $816,722 | 9,153 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $945,812 | 9,083 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,198,138 | 13,399 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,173,083 | 12,918 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $494,603 | 5,437 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||