Position in ED
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$451,480
+$30,339 QoQ
Shares Held
4,081
+9.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#768
of 1,418 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Atlantic Union Bankshares Corp holds $38,201,546 across 25 Utilities - Regulated Electric names. ED ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
232,255 | $20,385,020 | |
| 2 | DUK |
Duke Energy CORP
|
39,598 | $5,012,313 | |
| 3 | D |
Dominion Energy, Inc
|
70,789 | $4,834,179 | |
| 4 | SO |
Southern Co
|
25,201 | $2,411,986 | |
| 5 | AEP |
American Electric Power Co Inc
|
11,644 | $1,593,014 | |
| 6 | EVRG |
Evergy, Inc.
|
11,472 | $991,524 | |
| 7 | XEL |
Xcel Energy Inc
|
6,495 | $521,548 | |
| 8 | ED |
Consolidated Edison Inc
This page
|
4,081 | $451,480 |
All Filings in ED
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $451,480 | 4,081 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $421,141 | 3,721 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $346,228 | 3,486 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $350,412 | 3,486 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $372,698 | 3,714 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $279,903 | 2,531 | Shares | Other | 2025-05-05 | |
| 2024-12-31 | $243,686 | 2,731 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $284,378 | 2,731 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $250,912 | 2,806 | Shares | Other | 2024-07-24 | |
| 2024-03-31 | $259,353 | 2,856 | Shares | Other | 2024-04-16 | |
| 2023-12-31 | $261,174 | 2,871 | Shares | Other | 2024-01-19 | |
| 2023-09-30 | $245,556 | 2,871 | Shares | Other | 2023-10-20 | |
| 2023-06-30 | $259,538 | 2,871 | Shares | Other | 2023-07-11 | |
| 2023-03-31 | $284,234 | 2,971 | Shares | Other | 2023-05-08 | |
| 2022-12-31 | $283,165 | 2,971 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $259,080 | 3,021 | Shares | Other | 2022-10-25 | |
| 2022-06-30 | $296,806 | 3,121 | Shares | Other | 2022-07-21 | |
| 2022-03-31 | $295,496 | 3,121 | Shares | Other | 2022-04-26 | |
| 2021-12-31 | $273,109 | 3,201 | Shares | Other | 2022-01-19 | |
| 2021-09-30 | $239,619 | 3,301 | Shares | Other | 2021-10-26 | |
| 2021-06-30 | $258,263 | 3,601 | Shares | Other | 2021-07-26 | |
| 2021-03-31 | $269,354 | 3,601 | Shares | Other | 2021-05-04 | |
| 2020-12-31 | $260,244 | 3,601 | Shares | Other | 2021-02-01 | |
| 2020-09-30 | $280,157 | 3,601 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $259,019 | 3,601 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $288,678 | 3,701 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||