Position in ED
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$3,056,425
+$294,237 QoQ
Shares Held
27,005
-2.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
12 quarters on record
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Summit Global Investments holds $29,965,402 across 13 Utilities - Regulated Electric names. ED ranks #5 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTE |
Dte Energy Co
|
38,444 | $5,621,281 | |
| 2 | CMS |
Cms Energy Corp
|
70,243 | $5,449,451 | |
| 3 | EVRG |
Evergy, Inc.
|
63,001 | $5,161,041 | |
| 4 | EXC |
Exelon Corp
|
64,110 | $3,142,672 | |
| 5 | ED |
Consolidated Edison Inc
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|
27,005 | $3,056,425 | |
| 6 | AEE |
Ameren Corp
|
17,346 | $1,906,672 | |
| 7 | NGG |
National Grid PLC
|
15,678 | $1,326,358 | |
| 8 | DUK |
Duke Energy CORP
|
8,965 | $1,173,877 |
All Filings in ED
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,056,425 | 27,005 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,762,188 | 27,811 | Shares | Sole | 2026-02-18 | |
| 2024-12-31 | $581,779 | 6,520 | Shares | Sole | 2025-02-11 | |
| 2024-06-30 | $429,037 | 4,798 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,093,715 | 12,044 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,539,667 | 16,925 | Shares | Sole | 2024-02-06 | |
| 2023-06-30 | $1,197,800 | 13,250 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,270,114 | 13,276 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,265,526 | 13,278 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,155,101 | 13,469 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,256,936 | 13,217 | Shares | Sole | 2022-08-23 | |
| 2020-03-31 | $1,309,854 | 16,793 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||