Position in ED
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$689,556
-$15,668 QoQ
Shares Held
6,233
+0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#652
of 1,422 holders
Holding Since
Dec 2025
3 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, 2026Financial Planning Hawaii, Inc. holds $985,299 across 2 Utilities - Regulated Electric names. ED ranks #1 (70.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
This page
|
6,233 | $689,556 | |
| 2 | SO |
Southern Co
|
3,090 | $295,743 |
All Filings in ED
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $689,556 | 6,233 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $705,224 | 6,231 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $651,837 | 6,563 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||