Position in ED
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$656,035
+$35,130 QoQ
Shares Held
5,930
+8.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#666
of 1,422 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SUMMITRY LLC holds $28,340,101 across 9 Utilities - Regulated Electric names. ED ranks #3 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
290,030 | $25,455,933 | |
| 2 | SO |
Southern Co
|
7,925 | $758,501 | |
| 3 | ED |
Consolidated Edison Inc
This page
|
5,930 | $656,035 | |
| 4 | DUK |
Duke Energy CORP
|
2,130 | $269,615 | |
| 5 | EVRG |
Evergy, Inc.
|
3,073 | $265,599 | |
| 6 | CMS |
Cms Energy Corp
|
3,303 | $252,679 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
2,065 | $241,130 | |
| 8 | ES |
Eversource Energy
|
3,311 | $239,285 |
All Filings in ED
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $656,035 | 5,930 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $620,905 | 5,486 | Shares | Sole | 2026-05-22 | |
| 2025-12-31 | $574,367 | 5,783 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $397,757 | 3,957 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $570,188 | 5,682 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $382,862 | 3,462 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||