Position in ED
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,658,992
+$125,345 QoQ
Shares Held
24,035
+7.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#349
of 1,421 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Caldwell Trust Co holds $30,643,664 across 25 Utilities - Regulated Electric names. ED ranks #4 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
173,793 | $15,253,811 | |
| 2 | DUK |
Duke Energy CORP
|
32,348 | $4,094,609 | |
| 3 | SO |
Southern Co
|
31,311 | $2,996,775 | |
| 4 | ED |
Consolidated Edison Inc
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|
24,035 | $2,658,992 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
17,931 | $2,093,802 | |
| 6 | D |
Dominion Energy, Inc
|
11,706 | $799,402 | |
| 7 | EXC |
Exelon Corp
|
14,800 | $689,976 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
6,678 | $541,986 |
All Filings in ED
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,658,992 | 24,035 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,533,647 | 22,386 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,234,898 | 22,502 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,320,604 | 23,086 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,399,067 | 23,907 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $2,690,212 | 24,326 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $2,203,534 | 24,695 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $2,625,325 | 25,212 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $2,338,511 | 26,152 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $2,444,060 | 26,914 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $2,545,613 | 27,983 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $2,416,051 | 28,248 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $2,583,903 | 28,583 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $2,857,662 | 29,870 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $2,843,955 | 29,839 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $2,462,083 | 28,709 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $2,739,735 | 28,809 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $2,728,204 | 28,815 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $2,395,359 | 28,075 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $2,066,855 | 28,473 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $2,064,603 | 28,787 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $2,300,773 | 30,759 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $2,062,007 | 28,532 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $2,296,967 | 29,524 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $2,387,716 | 33,195 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $2,651,688 | 33,996 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||