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Summitry LLC’s Consolidated Edison ED Stock Holding History

Summitry LLC’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 		$656K Buy
5,930
+444
+8% +$48.3K 0.02% 134
2026
Q1 		$621K Sell
5,486
-297
-5% -$32.2K 0.02% 119
2025
Q4 		$574K Buy
5,783
+1,826
+46% +$181K 0.02% 108
2025
Q3 		$398K Sell
3,957
-1,725
-30% -$173K 0.02% 127
2025
Q2 		$570K Buy
5,682
+2,220
+64% +$235K 0.03% 84
2025
Q1 		$383K Buy
+3,462
New +$340K 0.02% 99
2019
Q3 		– Sell
-27,931
Closed -$2.45M – 86
2019
Q2 		$2.45M Buy
27,931
+1,846
+7% +$159K 0.2% 40
2019
Q1 		$2.21M Buy
26,085
+2,282
+10% +$182K 0.19% 39
2018
Q4 		$1.82M Buy
23,803
+1,932
+9% +$151K 0.18% 38
2018
Q3 		$1.67M Buy
21,871
+571
+3% +$45K 0.14% 46
2018
Q2 		$1.66M Buy
21,300
+1,617
+8% +$124K 0.15% 42
2018
Q1 		$1.53M Buy
19,683
+1,587
+9% +$123K 0.14% 44
2017
Q4 		$1.54M Buy
18,096
+1,686
+10% +$145K 0.14% 46
2017
Q3 		$1.32M Buy
16,410
+1,900
+13% +$157K 0.12% 46
2017
Q2 		$1.17M Buy
14,510
+980
+7% +$79.2K 0.11% 43
2017
Q1 		$1.05M Buy
13,530
+265
+2% +$19.9K 0.1% 45
2016
Q4 		$977K Buy
13,265
+1,025
+8% +$74.1K 0.09% 49
2016
Q3 		$922K Buy
12,240
+1,715
+16% +$133K 0.09% 50
2016
Q2 		$847K Buy
10,525
+3,685
+54% +$277K 0.09% 47
2016
Q1 		$524K Buy
6,840
+1,420
+26% +$101K 0.06% 55
2015
Q4 		$348K Buy
5,420
+1,905
+54% +$122K 0.04% 63
2015
Q3 		$235K Buy
+3,515
New +$222K 0.03% 63

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

Summitry LLC's ED Position: Q2 2026 in Review

Summitry LLC increased its Consolidated Edison (ED) stake by 8.1% in Q2 2026, buying an estimated $48.3K and bringing the position to 5,930 shares worth $656K. The position accounts for 0.02% of the portfolio, ranked #134.

Summitry LLC first reported a position in ED in Q3 2015 and has held it in 22 quarters since. The position peaked at $2.45M in Q2 2019. 1,427 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Summitry LLC held 5,930 shares of Consolidated Edison worth $656K as of Q2 2026.
  • Summitry LLC bought 444 Consolidated Edison shares in Q2 2026, an estimated $48.3K.
  • Consolidated Edison made up 0.02% of Summitry LLC's portfolio in Q2 2026, its #134 holding.
  • Summitry LLC first reported a position in Consolidated Edison in Q3 2015 and has held it in 22 quarters since.
  • Summitry LLC's Consolidated Edison position peaked at $2.45M in Q2 2019.
  • 1,427 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.