Position in ED
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$30,205,087
+$1,961,245 QoQ
Shares Held
273,028
+9.4% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#111
of 1,428 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $355,612,780 across 36 Utilities - Regulated Electric names. ED ranks #3 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
368,507 | $32,343,859 | |
| 2 | DUK |
Duke Energy CORP
|
252,532 | $31,965,500 | |
| 3 | ED |
Consolidated Edison Inc
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|
273,028 | $30,205,087 | |
| 4 | AEP |
American Electric Power Co Inc
|
209,913 | $28,718,197 | |
| 5 | EVRG |
Evergy, Inc.
|
309,684 | $26,765,988 | |
| 6 | SO |
Southern Co
|
249,562 | $23,885,579 | |
| 7 | EIX |
Edison International
|
290,937 | $21,660,259 | |
| 8 | PCG |
PG&E Corp
|
1,233,572 | $20,748,681 |
All Filings in ED
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,205,087 | 273,028 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $28,243,842 | 249,548 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $24,301,319 | 244,677 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $24,161,087 | 240,361 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $23,092,441 | 230,119 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $24,543,791 | 221,935 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $21,855,103 | 244,930 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $28,226,414 | 271,069 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $23,175,696 | 259,178 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $22,135,573 | 243,757 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $23,570,690 | 259,104 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $20,875,649 | 244,074 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $18,210,176 | 201,440 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $17,849,151 | 186,570 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $15,905,142 | 166,878 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $13,983,511 | 163,054 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $9,734,531 | 102,361 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $7,221,054 | 76,268 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $4,286,732 | 50,243 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $3,517,348 | 48,455 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,213,701 | 44,809 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,389,487 | 45,314 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $3,617,908 | 50,061 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,799,829 | 48,841 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $3,742,733 | 52,033 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $5,335,122 | 68,399 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||