Position in ED
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$42,389,984
+$2,150,195 QoQ
Shares Held
383,169
+7.8% QoQ
Ownership
0.104%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#89
of 1,428 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $7,345,200,381 across 40 Utilities - Regulated Electric names. ED ranks #18 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
29,199,799 | $2,562,866,356 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
8,572,855 | $1,001,052,276 | |
| 3 | AEP |
American Electric Power Co Inc
|
3,996,112 | $546,708,079 | |
| 4 | DUK |
Duke Energy CORP
|
3,956,407 | $500,801,995 | |
| 5 | SO |
Southern Co
|
4,311,611 | $412,439,814 | |
| 6 | CMS |
Cms Energy Corp
|
5,245,081 | $401,248,695 | |
| 7 | AEE |
Ameren Corp
|
2,925,333 | $330,679,640 | |
| 8 | D |
Dominion Energy, Inc
|
3,778,522 | $258,035,264 |
All Filings in ED
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,389,984 | 383,169 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $40,239,789 | 355,538 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $31,601,636 | 318,180 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $31,452,908 | 312,902 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $34,575,290 | 344,547 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $32,278,233 | 291,873 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $26,254,676 | 294,236 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $35,790,832 | 343,713 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $27,850,752 | 311,460 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $31,473,200 | 346,583 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $25,609,326 | 281,514 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $21,747,882 | 254,272 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $31,608,359 | 349,650 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $35,265,012 | 368,611 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $36,758,778 | 385,676 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $35,575,819 | 414,830 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $42,175,421 | 443,485 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $48,603,313 | 513,343 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $49,735,500 | 582,929 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $62,363,737 | 859,123 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $58,831,554 | 820,295 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $54,845,675 | 733,231 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $59,517,955 | 823,550 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $63,537,545 | 816,678 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $54,367,641 | 755,841 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $86,723,286 | 1,111,837 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||