Position in ED
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$269,936
+$11,433 QoQ
Shares Held
2,440
+6.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#966
of 1,418 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 48%
Shared 0%
None 52%
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SouthState Bank Corp holds $37,531,930 across 26 Utilities - Regulated Electric names. ED ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
302,610 | $26,560,079 | |
| 2 | DUK |
Duke Energy CORP
|
43,805 | $5,544,836 | |
| 3 | SO |
Southern Co
|
31,080 | $2,974,666 | |
| 4 | AEP |
American Electric Power Co Inc
|
5,414 | $740,688 | |
| 5 | D |
Dominion Energy, Inc
|
9,899 | $676,002 | |
| 6 | XEL |
Xcel Energy Inc
|
4,931 | $395,958 | |
| 7 | ED |
Consolidated Edison Inc
This page
|
2,440 | $269,936 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
1,149 | $93,252 |
All Filings in ED
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,936 | 2,440 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $258,503 | 2,284 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $249,788 | 2,515 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $256,526 | 2,552 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $257,597 | 2,567 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $116,893 | 1,057 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $89,230 | 1,000 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $104,130 | 1,000 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $89,420 | 1,000 | Shares | Defined | 2024-08-02 | |
| 2024-03-31 | $90,810 | 1,000 | Shares | Defined | 2024-05-06 | |
| 2023-12-31 | $90,970 | 1,000 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $85,530 | 1,000 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $90,400 | 1,000 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $95,670 | 1,000 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $95,310 | 1,000 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $85,760 | 1,000 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $95,100 | 1,000 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $94,680 | 1,000 | Shares | Defined | 2022-08-04 | |
| 2021-12-31 | $85,320 | 1,000 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $72,590 | 1,000 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $71,720 | 1,000 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $74,800 | 1,000 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $72,270 | 1,000 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $77,800 | 1,000 | Shares | Defined | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||