Affinity Capital Advisors, LLC ED β€” CONSOLIDATED EDISON INC

Ownership history in Affinity Capital Advisors, LLC  Β·  3 quarters on record

AI Ownership Summary

Affinity Capital Advisors, LLC reported CONSOLIDATED EDISON INC (ED) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.07% in 2026 Q2. The latest visible filing shows ED at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ED ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Affinity Capital Advisors, LLC's position in CONSOLIDATED EDISON INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

ED was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Affinity Capital Advisors, LLC held ED β€” position size vs. price
% of Fund (quarterly)    ED price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 5,050 +2,936 +138.9% 0.07% $565K 2026-07-08 $112.09
2026 Q1 UNCHANGED β€” β€” β€” 2,114 β€” 0% 0.03% $239K 2026-04-13 $110.96
2025 Q4 INITIATED β€” β€” β€” 2,114 β€” β€” 0.03% $210K 2026-01-09 $97.62

FAQ About Affinity Capital Advisors, LLC and ED

These are the practical questions this page is built to answer before you even open the full history table.

How long has Affinity Capital Advisors, LLC reported owning ED?

Affinity Capital Advisors, LLC reported ED across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported ED position in Affinity Capital Advisors, LLC's portfolio?

The largest reported portfolio weight for ED was 0.07% in 2026 Q2.

What is the latest reported ED position on this page?

The most recent filing on this page is 2026 Q2, when Affinity Capital Advisors, LLC reported 5,050 shares, equal to 0.07% of portfolio, with an estimated market value of $565K.

What does the chart on this ED ownership page compare?

The chart compares Affinity Capital Advisors, LLC's quarterly ED portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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