SGI
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Summit Global Investments’s Consolidated Edison ED Stock Holding History

Summit Global Investments’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 		$4.59M Buy
41,488
+14,483
+54% +$1.57M 0.25% 51
2026
Q1 		$3.06M Sell
27,005
-806
-3% -$87.3K 0.18% 64
2025
Q4 		$2.76M Buy
+27,811
New +$2.76M 0.16% 72
2025
Q1 		– Sell
-6,520
Closed -$582K – 476
2024
Q4 		$582K Buy
+6,520
New +$642K 0.04% 323
2024
Q3 		– Sell
-4,798
Closed -$429K – 520
2024
Q2 		$429K Sell
4,798
-7,246
-60% -$672K 0.03% 371
2024
Q1 		$1.09M Sell
12,044
-4,881
-29% -$438K 0.08% 192
2023
Q4 		$1.54M Buy
+16,925
New +$1.51M 0.1% 155
2023
Q3 		– Sell
-13,250
Closed -$1.2M – 540
2023
Q2 		$1.2M Sell
13,250
-26
-0.2% -$2.49K 0.08% 189
2023
Q1 		$1.27M Sell
13,276
-2
-0% -$187 0.1% 195
2022
Q4 		$1.27M Sell
13,278
-191
-1% -$17.4K 0.11% 173
2022
Q3 		$1.16M Buy
13,469
+252
+2% +$24.3K 0.11% 185
2022
Q2 		$1.26M Buy
+13,217
New +$1.26M 0.11% 188
2020
Q2 		– Sell
-16,793
Closed -$1.31M – 243
2020
Q1 		$1.31M Buy
16,793
+1,691
+11% +$148K 0.19% 75
2019
Q4 		$1.37M Sell
15,102
-400
-3% -$35.8K 0.15% 107
2019
Q3 		$1.46M Hold
15,502
– – 0.17% 94
2019
Q2 		$1.36M Sell
15,502
-33
-0.2% -$2.84K 0.17% 101
2019
Q1 		$1.32M Sell
15,535
-1,185
-7% -$94.7K 0.17% 105
2018
Q4 		$1.28M Buy
16,720
+2,220
+15% +$174K 0.2% 92
2018
Q3 		$1.1M Sell
14,500
-5
-0% -$394 0.15% 103
2018
Q2 		$1.13M Buy
+14,505
New +$1.11M 0.17% 96

Other funds holding ED

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM

Summit Global Investments's ED Position: Q2 2026 in Review

Summit Global Investments increased its Consolidated Edison (ED) stake by 54% in Q2 2026, buying an estimated $1.57M and bringing the position to 41,488 shares worth $4.59M. The position accounts for 0.25% of the portfolio, ranked #51.

Summit Global Investments first reported a position in ED in Q2 2018 and has held it in 20 quarters since. 651 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Summit Global Investments held 41,488 shares of Consolidated Edison worth $4.59M as of Q2 2026.
  • Summit Global Investments bought 14,483 Consolidated Edison shares in Q2 2026, an estimated $1.57M.
  • Consolidated Edison made up 0.25% of Summit Global Investments's portfolio in Q2 2026, its #51 holding.
  • Summit Global Investments first reported a position in Consolidated Edison in Q2 2018 and has held it in 20 quarters since.
  • 651 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.