Position in ED
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$910,042
-$24,372 QoQ
Shares Held
8,226
-0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.58%
of 13F equity value
Holder Rank
#591
of 1,422 holders
Holding Since
Dec 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, 2026Kagan Cocozza Asset Management holds $1,134,721 across 2 Utilities - Regulated Electric names. ED ranks #1 (80.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
This page
|
8,226 | $910,042 | |
| 2 | DUK |
Duke Energy CORP
|
1,775 | $224,679 |
All Filings in ED
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $910,042 | 8,226 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $934,414 | 8,256 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $925,563 | 9,319 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $916,541 | 9,118 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $896,827 | 8,937 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,113,862 | 10,072 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $879,272 | 9,854 | Shares | Sole | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||