SIMON QUICK ADVISORS, LLC

Position in ED — Consolidated Edison Inc

CIK 1692038 MORRISTOWN, NJ

Position in ED

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$271,928

-$9,550 QoQ

Shares Held

2,458

-1.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#965

of 1,422 holders

Holding Since

Sep 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

SIMON QUICK ADVISORS, LLC holds $5,408,621 across 5 Utilities - Regulated Electric names. ED ranks #4 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XEL	Xcel Energy Inc	53,108	$4,264,572
2	PEG	Public Service Enterprise Group Inc	3,999	$324,558
3	IMSR	Terrestrial Energy Inc. /DE/	40,000	$283,200
4	ED	Consolidated Edison Inc This page	2,458	$271,928
5	NEE	Nextera Energy Inc	3,012	$264,363

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$271,928	2,458	-1.2%	Shares	Sole	2026-07-28
2026-03-31	$281,478	2,487	-24.6%	Shares	Sole	2026-05-06
2025-12-31	$327,756	3,300	-82.5%	Shares	Sole	2026-01-29
2025-09-30	$1,899,828	18,900	+6.7%	Shares	Sole	2025-10-21
2025-06-30	$1,776,997	17,708	+180.2%	Shares	Sole	2025-10-08
2025-03-31	$698,818	6,319	+12.3%	Shares	Sole	2025-04-15
2024-12-31	$502,275	5,629	+67.7%	Shares	Sole	2025-01-17
2024-09-30	$349,460	3,356	+11.6%	Shares	Sole	2024-10-15
2024-06-30	$268,885	3,007	+12.0%	Shares	Sole	2024-08-02
2024-03-31	$243,915	2,686	-7.3%	Shares	Sole	2024-04-19
2023-12-31	$263,722	2,899	+10.6%	Shares	Sole	2024-01-16
2023-09-30	$224,088	2,620	-7.0%	Shares	Sole	2023-10-24
2023-06-30	$254,656	2,817	+2.5%	Shares	Sole	2023-08-01
2023-03-31	$262,901	2,748	+13640.0%	Shares	Sole	2023-05-15
2020-09-30	$1,556	20	—	Shares	Sole	2020-10-26
No filing history on record for this holder in this stock.