INDEPENDENT FINANCIAL GROUP, LLC

Position in ED — Consolidated Edison Inc

CIK 275484 SAN DIEGO, CA

Position in ED

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$546,290

-$29,683 QoQ

Shares Held

4,938

-3.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#712

of 1,418 holders

Holding Since

Mar 2021

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $9,350,839 across 15 Utilities - Regulated Electric names. ED ranks #6 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	31,478	$2,762,824
2	DUK	Duke Energy CORP	11,565	$1,463,897
3	AEP	American Electric Power Co Inc	5,867	$802,664
4	EXC	Exelon Corp	13,283	$619,253
5	SO	Southern Co	6,125	$586,223
6	ED	Consolidated Edison Inc This page	4,938	$546,290
7	AEE	Ameren Corp	3,418	$386,370
8	DTE	Dte Energy Co	2,494	$380,010

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$546,290	4,938	-3.0%	Shares	Sole	2026-07-15
2026-03-31	$575,973	5,089	+7.3%	Shares	Sole	2026-05-15
2025-12-31	$470,876	4,741	+9.0%	Shares	Sole	2026-05-15
2025-09-30	$437,362	4,351	-1.6%	Shares	Sole	2026-05-15
2025-06-30	$443,647	4,421	+89.1%	Shares	Sole	2026-05-15
2025-03-31	$258,559	2,338	+0.0%	Shares	Sole	2026-05-19
2024-12-31	$208,530	2,337	-7.9%	Shares	Sole	2026-06-12
2024-09-30	$264,177	2,537	-8.7%	Shares	Sole	2026-06-12
2024-06-30	$248,498	2,779	-3.9%	Shares	Sole	2026-06-12
2024-03-31	$262,622	2,892	+12.6%	Shares	Sole	2026-06-12
2023-12-31	$233,701	2,569	+0.7%	Shares	Sole	2026-06-12
2023-09-30	$218,101	2,550	-6.0%	Shares	Sole	2026-06-12
2023-06-30	$245,255	2,713	+20.9%	Shares	Sole	2026-06-12
2023-03-31	$214,683	2,244	-81.3%	Shares	Sole	2026-06-12
2021-06-30	$861,070	12,006	+333.4%	Shares	Sole	2026-06-15
2021-03-31	$207,196	2,770	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.