Position in ED
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$7,982,175
+$6,442,927 QoQ
Shares Held
72,152
+430.5% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#216
of 1,418 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026STEPHENS INC /AR/ holds $126,764,472 across 20 Utilities - Regulated Electric names. ED ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
345,986 | $43,794,907 | |
| 2 | NEE |
Nextera Energy Inc
|
202,587 | $17,781,060 | |
| 3 | AEP |
American Electric Power Co Inc
|
116,856 | $15,987,069 | |
| 4 | SO |
Southern Co
|
118,573 | $11,348,621 | |
| 5 | ED |
Consolidated Edison Inc
This page
|
72,152 | $7,982,175 | |
| 6 | ETR |
Entergy Corp /De/
|
60,462 | $6,944,665 | |
| 7 | D |
Dominion Energy, Inc
|
100,227 | $6,844,501 | |
| 8 | ES |
Eversource Energy
|
77,914 | $5,630,844 |
All Filings in ED
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,982,175 | 72,152 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $1,539,248 | 13,600 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $1,397,134 | 14,067 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $1,386,271 | 13,791 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $1,373,390 | 13,686 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $1,584,533 | 14,328 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $1,456,055 | 16,318 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $9,469,894 | 90,943 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $7,754,502 | 86,720 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $7,629,583 | 84,017 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $7,069,824 | 77,716 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $8,350,208 | 97,629 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $8,037,464 | 88,910 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,549,051 | 58,002 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $5,416,181 | 56,827 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $7,237,114 | 84,388 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $7,075,249 | 74,398 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $6,898,290 | 72,859 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $6,323,321 | 74,113 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $6,230,254 | 85,828 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $7,153,496 | 99,742 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $7,120,436 | 95,193 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $6,541,591 | 90,516 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $6,987,062 | 89,808 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $6,314,662 | 87,789 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $6,150,144 | 78,848 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||