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Summit Securities Group’s Consolidated Edison ED Stock Holding History

Summit Securities Group’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
2021
Q4 		– Sell
-31
Closed -$225K – 842
2021
Q3 		$225K Sell
31
-16
-34% -$1.2K 0.02% 611
2021
Q2 		$337K Buy
+47
New +$3.61K 0.03% 489

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 Securities Group's ED Position: Q1 2026 in Review

Summit Securities Group reduced its Consolidated Edison (ED) stake by 89% in Q1 2026, selling an estimated $51.8K and leaving 59 shares worth $6.68K. The position accounts for ﹤0.01% of the portfolio, ranked #747.

Summit Securities Group first reported a position in ED in Q4 2013 and has held it in 19 quarters since. The position peaked at $252K in Q2 2021. 1,413 funds tracked by Wall St. Rank hold ED as of Q1 2026.

  • Summit Securities Group held 59 shares of Consolidated Edison worth $6.68K as of Q1 2026.
  • Summit Securities Group sold 478 Consolidated Edison shares in Q1 2026, an estimated $51.8K.
  • Consolidated Edison made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #747 holding.
  • Summit Securities Group first reported a position in Consolidated Edison in Q4 2013 and has held it in 19 quarters since.
  • Summit Securities Group's Consolidated Edison position peaked at $252K in Q2 2021.
  • 1,413 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.