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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
Q2 		$1.16M Buy
10,521
+844
+9% +$91.8K 0.01% 797
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Summit Financial's ED Position: Q2 2026 in Review

Summit Financial increased its Consolidated Edison (ED) stake by 8.7% in Q2 2026, buying an estimated $91.8K and bringing the position to 10,521 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #797.

Summit Financial first reported a position in ED in Q3 2024 and has held it in 7 quarters since. 1,431 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Summit Financial held 10,521 shares of Consolidated Edison worth $1.16M as of Q2 2026.
  • Summit Financial bought 844 Consolidated Edison shares in Q2 2026, an estimated $91.8K.
  • Consolidated Edison made up 0.01% of Summit Financial's portfolio in Q2 2026, its #797 holding.
  • Summit Financial first reported a position in Consolidated Edison in Q3 2024 and has held it in 7 quarters since.
  • 1,431 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.