Summit Wealth Group’s Consolidated Edison ED Stock Holding History

Summit Wealth 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
2023 Q2	–	Sell	-42,477	Closed	–	–	136
2023 Q1	$0	Buy	+42,477	New	+$3.98M	﹤0.01%	188

Other funds holding ED

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Summit Wealth Group's ED Position: Q2 2023 in Review

Summit Wealth Group sold out of Consolidated Edison (ED) in Q2 2023, closing a stake of 42,477 shares.

Summit Wealth Group first reported a position in ED in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 1,111 funds tracked by Wall St. Rank hold ED as of Q2 2023.

Summit Wealth Group reported no remaining Consolidated Edison position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 42,477 Consolidated Edison shares in Q2 2023.
Summit Wealth Group first reported a position in Consolidated Edison in Q1 2023 and held it in 1 quarter.
Summit Wealth Group's Consolidated Edison position peaked at $0 in Q1 2023.
1,111 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.