Drake & Associates, LLC ED β€” CONSOLIDATED EDISON INC

Ownership history in Drake & Associates, LLC  Β·  3 quarters on record

AI Ownership Summary

Drake & Associates, LLC reported CONSOLIDATED EDISON INC (ED) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.59% in 2025 Q2. The latest visible filing shows ED at 0.33% 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 Drake & Associates, 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
2025 Q4

ED was reported at 0.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.59% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 to 2025 Q4

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 Drake & Associates, 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)
2025 Q4 REDUCED 30.0% +14.8% ❌ 16,906 -7,244 -30.0% 0.33% $1.7M 2026-02-23 $111.21
2025 Q3 ADDED β€” β€” β€” 24,150 +303 +1.3% 0.49% $2.3M 2025-11-06 $94.65
2025 Q2 INITIATED β€” β€” β€” 23,847 β€” β€” 0.59% $2.4M 2025-07-23 $99.25

FAQ About Drake & Associates, 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 Drake & Associates, LLC reported owning ED?

Drake & Associates, LLC reported ED across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported ED position in Drake & Associates, LLC's portfolio?

The largest reported portfolio weight for ED was 0.59% in 2025 Q2.

What is the latest reported ED position on this page?

The most recent filing on this page is 2025 Q4, when Drake & Associates, LLC reported 16,906 shares, equal to 0.33% of portfolio, with an estimated market value of $1.7M.

What does the chart on this ED ownership page compare?

The chart compares Drake & Associates, 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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