Position in ED
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,944,180
-$86,159 QoQ
Shares Held
35,652
+0.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#288
of 1,421 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026PINNACLE ASSOCIATES LTD holds $63,986,753 across 16 Utilities - Regulated Electric names. ED ranks #5 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
266,440 | $23,385,438 | |
| 2 | SO |
Southern Co
|
130,520 | $12,492,069 | |
| 3 | AEP |
American Electric Power Co Inc
|
31,951 | $4,371,216 | |
| 4 | D |
Dominion Energy, Inc
|
62,271 | $4,252,486 | |
| 5 | ED |
Consolidated Edison Inc
This page
|
35,652 | $3,944,180 | |
| 6 | ES |
Eversource Energy
|
50,590 | $3,656,139 | |
| 7 | DUK |
Duke Energy CORP
|
28,537 | $3,612,213 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
38,959 | $3,161,912 |
All Filings in ED
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,944,180 | 35,652 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $4,030,339 | 35,610 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,561,714 | 35,861 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,531,971 | 35,137 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,584,502 | 35,720 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,957,020 | 35,781 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,181,584 | 35,656 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,931,532 | 37,756 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,223,859 | 36,053 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,345,077 | 36,836 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $3,434,663 | 37,756 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $3,232,777 | 37,797 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $3,414,136 | 37,767 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,633,660 | 17,076 | Shares | Sole | 2023-05-05 | |
| 2022-09-30 | $1,419,156 | 16,548 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,616,319 | 16,996 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,348,064 | 24,800 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,964,834 | 23,029 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,660,568 | 22,876 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,503,036 | 20,957 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,637,820 | 21,896 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,641,540 | 22,714 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $1,913,491 | 24,595 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,722,076 | 23,941 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,820,052 | 23,334 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||