Position in ED
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$571,735
-$50,641 QoQ
Shares Held
5,168
-6.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#695
of 1,418 holders
Holding Since
Jun 2024
7 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, 2026Triad Wealth Partners, LLC holds $8,766,144 across 10 Utilities - Regulated Electric names. ED ranks #2 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
57,905 | $5,082,321 | |
| 2 | ED |
Consolidated Edison Inc
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|
5,168 | $571,735 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
6,230 | $505,626 | |
| 4 | D |
Dominion Energy, Inc
|
7,289 | $497,765 | |
| 5 | SO |
Southern Co
|
5,144 | $492,332 | |
| 6 | DUK |
Duke Energy CORP
|
3,610 | $456,953 | |
| 7 | EVRG |
Evergy, Inc.
|
4,537 | $392,132 | |
| 8 | ETR |
Entergy Corp /De/
|
2,800 | $321,608 |
All Filings in ED
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $571,735 | 5,168 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $622,376 | 5,499 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $543,777 | 5,475 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $569,646 | 5,667 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $222,777 | 2,220 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $239,095 | 2,162 | Shares | Sole | 2025-05-14 | |
| 2024-06-30 | $110,701 | 1,238 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||