Position in ED
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$22,636
+$4,790 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
2 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 Mar 31, 2026CAPITAL & PLANNING, LLC holds $20,691,541 across 4 Utilities - Regulated Electric names. ED ranks #3 (0.1% of the industry book) .
All Filings in ED
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,636 | 200 | Shares | Sole | 2026-05-18 | |
| 2024-12-31 | $17,846 | 200 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||