Clearstead Advisors, LLC

Position in ED — Consolidated Edison Inc

CIK 842775 CLEVELAND, OH

Position in ED

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,068,685

+$108,240 QoQ

Shares Held

9,660

+13.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#541

of 1,421 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Clearstead Advisors, LLC holds $33,390,438 across 33 Utilities - Regulated Electric names. ED ranks #8 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	108,035	$9,482,231
2	DUK	Duke Energy CORP	48,296	$6,113,307
3	SO	Southern Co	51,598	$4,938,444
4	D	Dominion Energy, Inc	36,707	$2,506,721
5	AEP	American Electric Power Co Inc	14,735	$2,015,895
6	WEC	Wec Energy Group, Inc.	10,459	$1,221,297
7	XEL	Xcel Energy Inc	14,371	$1,153,991
8	ED	Consolidated Edison Inc This page	9,660	$1,068,685

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,068,685	9,660	+13.8%	Shares	Sole	2026-08-06
2026-03-31	$960,445	8,486	-27.2%	Shares	Sole	2026-05-06
2025-12-31	$1,157,673	11,656	+0.8%	Shares	Sole	2026-02-09
2025-09-30	$1,162,915	11,569	+7.8%	Shares	Sole	2025-11-10
2025-06-30	$1,077,156	10,734	-9.0%	Shares	Sole	2025-08-08
2025-03-31	$1,304,298	11,794	+1.9%	Shares	Sole	2025-05-13
2024-12-31	$1,033,104	11,578	-0.5%	Shares	Sole	2025-02-10
2024-09-30	$1,211,552	11,635	+40.3%	Shares	Sole	2024-11-13
2024-06-30	$741,738	8,295	+506.8%	Shares	Sole	2024-08-12
2024-03-31	$124,137	1,367	-3.0%	Shares	Sole	2024-05-14
2023-12-31	$128,267	1,410	-91.0%	Shares	Sole	2024-02-12
2023-09-30	$1,346,156	15,739	+1033.1%	Shares	Sole	2023-11-07
2023-06-30	$125,565	1,389	-2.7%	Shares	Sole	2023-08-07
2023-03-31	$136,521	1,427	+1.6%	Shares	Sole	2023-05-09
2022-12-31	$133,910	1,405	-1.1%	Shares	Sole	2023-02-14
2022-09-30	$121,779	1,420	-91.6%	Shares	Sole	2022-11-15
2022-06-30	$1,601,103	16,836	+0.9%	Shares	Sole	2022-08-12
2022-03-31	$1,579,641	16,684	+0.6%	Shares	Sole	2022-05-04
2021-12-31	$1,415,288	16,588	-1.2%	Shares	Sole	2022-02-14
2021-09-30	$1,218,713	16,789	-1.0%	Shares	Sole	2021-11-12
2021-06-30	$1,216,012	16,955	+0.3%	Shares	Sole	2021-08-12
2021-03-31	$1,264,942	16,911	+4.7%	Shares	Sole	2021-05-14
2020-12-31	$1,167,449	16,154	+1235.0%	Shares	Sole	2021-02-11
2020-09-30	$94,138	1,210	0.0%	Shares	Sole	2020-11-12
2020-06-30	$87,035	1,210	0.0%	Shares	Sole	2020-08-11
2020-03-31	$94,380	1,210	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.