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Summit Trail Advisors’s Consolidated Edison ED Stock Holding History

Summit Trail Advisors’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 		$5.7M Buy
51,553
+4,374
+9% +$475K 0.07% 163
2026
Q1 		$5.34M Buy
47,179
+2,625
+6% +$284K 0.08% 157
2025
Q4 		$4.43M Buy
44,554
+1,604
+4% +$159K 0.08% 146
2025
Q3 		$4.32M Buy
42,950
+5,003
+13% +$502K 0.06% 168
2025
Q2 		$3.81M Buy
+37,947
New +$4.02M 0.07% 150
2024
Q4 		– Sell
-25,651
Closed -$2.67M – 501
2024
Q3 		$2.67M Buy
25,651
+1,700
+7% +$168K 0.07% 129
2024
Q2 		$2.14M Buy
23,951
+6,092
+34% +$565K 0.06% 137
2024
Q1 		$1.62M Buy
17,859
+12,590
+239% +$1.13M 0.04% 156
2023
Q4 		$479K Buy
5,269
+218
+4% +$19.5K 0.02% 290
2023
Q3 		$432K Buy
5,051
+777
+18% +$70.8K 0.02% 300
2023
Q2 		$386K Buy
4,274
+587
+16% +$56.1K 0.01% 318
2023
Q1 		$353K Buy
3,687
+1,180
+47% +$111K 0.01% 289
2022
Q4 		$239K Buy
+2,507
New +$228K 0.01% 329
2018
Q1 		– Sell
-2,166
Closed -$173K – 779
2017
Q4 		$173K Buy
+2,166
New +$186K 0.02% 476

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 Trail Advisors's ED Position: Q2 2026 in Review

Summit Trail Advisors increased its Consolidated Edison (ED) stake by 9.3% in Q2 2026, buying an estimated $475K and bringing the position to 51,553 shares worth $5.7M. The position accounts for 0.07% of the portfolio, ranked #163.

Summit Trail Advisors first reported a position in ED in Q4 2017 and has held it in 14 quarters since. 1,430 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Summit Trail Advisors held 51,553 shares of Consolidated Edison worth $5.7M as of Q2 2026.
  • Summit Trail Advisors bought 4,374 Consolidated Edison shares in Q2 2026, an estimated $475K.
  • Consolidated Edison made up 0.07% of Summit Trail Advisors's portfolio in Q2 2026, its #163 holding.
  • Summit Trail Advisors first reported a position in Consolidated Edison in Q4 2017 and has held it in 14 quarters since.
  • 1,430 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.