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Summit Financial’s Consolidated Edison ED Stock Holding History

Summit Financial’s Portfolio ED Stock Details ED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.1M Buy
9,677
+5,426
+128% +$588K 0.01% 743
2025
Q4 		$422K Buy
4,251
+214
+5% +$21.2K 0.01% 942
2025
Q3 		$406K Buy
4,037
+811
+25% +$81.4K 0.01% 953
2025
Q2 		$324K Buy
3,226
+363
+13% +$38.4K 0.01% 663
2025
Q1 		$317K Buy
+2,863
New +$281K 0.01% 599
2024
Q4 		– Sell
-2,138
Closed -$223K – 644
2024
Q3 		$223K Buy
+2,138
New +$211K 0.01% 503

Other funds holding ED

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Summit Financial's ED Position: Q1 2026 in Review

Summit Financial increased its Consolidated Edison (ED) stake by 128% in Q1 2026, buying an estimated $588K and bringing the position to 9,677 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #743.

Summit Financial first reported a position in ED in Q3 2024 and has held it in 6 quarters since. 1,413 funds tracked by Wall St. Rank hold ED as of Q1 2026.

  • Summit Financial held 9,677 shares of Consolidated Edison worth $1.1M as of Q1 2026.
  • Summit Financial bought 5,426 Consolidated Edison shares in Q1 2026, an estimated $588K.
  • Consolidated Edison made up 0.01% of Summit Financial's portfolio in Q1 2026, its #743 holding.
  • Summit Financial first reported a position in Consolidated Edison in Q3 2024 and has held it in 6 quarters since.
  • 1,413 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.