Position in ED
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$179,981,662
+$13,636,159 QoQ
Shares Held
1,590,225
-5.1% QoQ
Ownership
0.432%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 63.159301356726246.ToString("F0")%
Shared 0.ToString("F0")%
None 36.840698643273754.ToString("F0")%
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Derivatives in ED
reported options exposure · as of Dec 31, 2023CallValue
$2,246,959
CallShares
24,700
PutValue
$2,938,331
PutShares
32,300
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $17,431,210,044 across 41 Utilities - Regulated Electric names. ED ranks #21 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
31,352,695 | $2,912,038,307 | |
| 2 | XEL |
Xcel Energy Inc
|
29,441,811 | $2,338,857,461 | |
| 3 | ETR |
Entergy Corp /De/
|
17,369,775 | $1,951,667,915 | |
| 4 | DUK |
Duke Energy CORP
|
9,348,566 | $1,224,101,228 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
14,249,114 | $1,153,465,774 | |
| 6 | D |
Dominion Energy, Inc
|
15,930,241 | $984,807,495 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
7,970,050 | $922,692,685 | |
| 8 | SO |
Southern Co
|
8,380,592 | $808,894,735 |
All Filings in ED
Export CSV
47 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $179,981,662 | 1,590,225 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $166,345,503 | 1,674,844 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $182,500,891 | 1,815,568 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $1,030,727,359 | 10,271,324 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,478,478,702 | 13,369,009 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,116,933,487 | 12,517,466 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,383,116,615 | 13,282,595 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,097,045,422 | 12,268,457 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,079,564,806 | 11,888,171 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $737,000,456 | 8,101,577 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $2,938,331 | 32,300 | Put | Defined | 2024-02-14 | |
| 2023-12-31 | $2,246,959 | 24,700 | Call | Defined | 2024-02-14 | |
| 2023-09-30 | $2,206,674 | 25,800 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $1,556,646 | 18,200 | Call | Defined | 2023-11-14 | |
| 2023-09-30 | $72,777,559 | 850,901 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,645,280 | 18,200 | Call | Defined | 2023-08-14 | |
| 2023-06-30 | $2,332,320 | 25,800 | Put | Defined | 2023-08-14 | |
| 2023-06-30 | $67,558,357 | 747,327 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,033,236 | 10,800 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $200,907 | 2,100 | Call | Defined | 2023-05-12 | |
| 2023-03-31 | $112,908,008 | 1,180,182 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $92,699,360 | 972,609 | Shares | Defined | 2023-02-10 | |
| 2022-12-31 | $19,062 | 200 | Put | Defined | 2023-02-10 | |
| 2022-12-31 | $123,903 | 1,300 | Call | Defined | 2023-02-10 | |
| 2022-09-30 | $71,040,151 | 828,360 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $17,152 | 200 | Put | Defined | 2022-11-14 | |
| 2022-09-30 | $111,488 | 1,300 | Call | Defined | 2022-11-14 | |
| 2022-06-30 | $95,700,268 | 1,006,312 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $90,383,797 | 954,624 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $321,110,352 | 3,763,600 | Call | Defined | 2022-02-08 | |
| 2021-12-31 | $134,489,229 | 1,576,292 | Shares | Defined | 2022-02-08 | |
| 2021-12-31 | $2,133,000 | 25,000 | Put | Defined | 2022-02-08 | |
| 2021-09-30 | $642,797,947 | 8,855,186 | Shares | Defined | 2021-11-15 | |
| 2021-09-30 | $1,814,750 | 25,000 | Put | Defined | 2021-11-15 | |
| 2021-09-30 | $1,125,145 | 15,500 | Call | Defined | 2021-11-15 | |
| 2021-06-30 | $1,793,000 | 25,000 | Put | Defined | 2021-09-13 | |
| 2021-06-30 | $1,262,272 | 17,600 | Call | Defined | 2021-09-13 | |
| 2021-06-30 | $611,596,744 | 8,527,562 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $1,870,000 | 25,000 | Put | Defined | 2021-05-14 | |
| 2021-03-31 | $1,398,760 | 18,700 | Call | Defined | 2021-05-14 | |
| 2021-03-31 | $693,762,144 | 9,274,895 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,351,449 | 18,700 | Call | Defined | 2021-02-10 | |
| 2020-12-31 | $1,806,750 | 25,000 | Put | Defined | 2021-02-10 | |
| 2020-12-31 | $128,491,721 | 1,777,940 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $365,993,293 | 4,704,284 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $88,384,057 | 1,228,751 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $93,464,124 | 1,198,258 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||