Position in ED
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$83,523,212
+$8,294,734 QoQ
Shares Held
754,978
+13.6% QoQ
Ownership
0.205%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#53
of 1,428 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $5,300,204,417 across 36 Utilities - Regulated Electric names. ED ranks #12 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTS |
Fortis Inc.
|
24,632,401 | $1,409,712,306 | |
| 2 | EMA |
Emera Inc
|
18,233,933 | $966,763,125 | |
| 3 | NEE |
Nextera Energy Inc
|
4,856,603 | $426,264,041 | |
| 4 | D |
Dominion Energy, Inc
|
4,692,640 | $320,460,380 | |
| 5 | SO |
Southern Co
|
2,860,777 | $273,804,963 | |
| 6 | XEL |
Xcel Energy Inc
|
3,395,450 | $272,654,632 | |
| 7 | AEP |
American Electric Power Co Inc
|
1,948,767 | $266,610,809 | |
| 8 | DUK |
Duke Energy CORP
|
1,705,120 | $215,834,086 |
All Filings in ED
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,523,212 | 754,978 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $75,228,478 | 664,680 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $69,263,580 | 697,378 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $59,719,833 | 594,109 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $58,481,267 | 582,773 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $71,739,729 | 648,700 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $59,912,051 | 671,434 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $70,417,805 | 676,249 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $56,406,223 | 630,801 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $49,490,175 | 544,986 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $60,189,752 | 661,644 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $49,862,791 | 582,986 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $51,371,064 | 568,264 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $56,873,516 | 594,476 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $70,562,565 | 740,348 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $47,073,576 | 548,899 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $52,837,273 | 555,597 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $56,885,635 | 600,820 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $57,760,527 | 676,987 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $47,866,714 | 659,412 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $46,036,563 | 641,893 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $40,846,484 | 546,076 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $43,332,077 | 599,586 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $38,114,140 | 489,899 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $41,105,042 | 571,459 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $44,993,208 | 576,836 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||