Position in ED
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$458,561
-$59,690 QoQ
Shares Held
4,145
-9.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#767
of 1,421 holders
Holding Since
Mar 2020
26 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, 2026ALTFEST L J & CO INC holds $5,260,511 across 7 Utilities - Regulated Electric names. ED ranks #6 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
10,683 | $1,461,541 | |
| 2 | EVRG |
Evergy, Inc.
|
9,584 | $828,345 | |
| 3 | LNT |
Alliant Energy Corp
|
9,923 | $757,025 | |
| 4 | CMS |
Cms Energy Corp
|
8,993 | $687,964 | |
| 5 | DTE |
Dte Energy Co
|
4,316 | $657,628 | |
| 6 | ED |
Consolidated Edison Inc
This page
|
4,145 | $458,561 | |
| 7 | SO |
Southern Co
|
4,278 | $409,447 |
All Filings in ED
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $458,561 | 4,145 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $518,251 | 4,579 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $454,786 | 4,579 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $460,281 | 4,579 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $469,838 | 4,682 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $510,704 | 4,618 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $431,159 | 4,832 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $557,720 | 5,356 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $479,559 | 5,363 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $498,637 | 5,491 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $459,125 | 5,047 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $432,610 | 5,058 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $457,243 | 5,058 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $488,108 | 5,102 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $487,129 | 5,111 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $445,694 | 5,197 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $488,718 | 5,139 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $486,749 | 5,141 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $450,745 | 5,283 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $502,903 | 6,928 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $379,685 | 5,294 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $400,180 | 5,350 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $385,921 | 5,340 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $417,863 | 5,371 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $386,695 | 5,376 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $443,586 | 5,687 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||