PINNACLE FINANCIAL PARTNERS INC ED — CONSOLIDATED EDISON INC

Ownership history in PINNACLE FINANCIAL PARTNERS INC  ·  18 quarters on record

AI Ownership Summary

PINNACLE FINANCIAL PARTNERS INC reported CONSOLIDATED EDISON INC (ED) in 18 quarterly 13F filings from 2023 Q4 through 2025 Q1. Peak portfolio weight reached 0.01% in 2023 Q4. The latest visible filing shows ED at 0.01% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ED ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PINNACLE FINANCIAL PARTNERS INC'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 Q1

ED was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q1

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.

ED stock page PINNACLE FINANCIAL PARTNERS INC fund profile PINNACLE FINANCIAL PARTNERS INC full holdings
How PINNACLE FINANCIAL PARTNERS INC held ED — position size vs. price
% of Fund (quarterly)    ED price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 ADDED — — — 2,317 +106 +4.8% 0.01% $256K 2025-04-28 $107.54
2024 Q3 REDUCED — — — 2,211 -68 -3.0% 0.00% $230K 2024-11-05 $94.92
2024 Q2 REDUCED 43.5% +17.4% ❌ 2,279 -1,757 -43.5% 0.00% $204K 2024-08-06 $95.15
2024 Q1 ADDED — — — 4,036 +199 +5.2% 0.01% $367K 2024-04-30 $88.28
2023 Q4 ADDED — — — 3,837 +746 +24.1% 0.01% $349K 2024-01-22 $82.64
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ED

As of 2026 Q1 — sorted by position size

High Point Wealth Management, LLC 2.51% Welch Group, LLC 3Y 7Y 2.25% SECURED RETIREMENT ADVISORS, LLC 2.12% Dougherty & Associates, LLC 2.07% RD Lewis Holdings, Inc. 1.86% Harrington Investments, INC 3Y 7Y 1.64% Cherokee Insurance Co 1.61% Coston, McIsaac & Partners 3Y 1.6% American State Bank (Iowa) 1.01% TI-TRUST, INC 3Y 0.98%

FAQ About PINNACLE FINANCIAL PARTNERS INC and ED

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

How long has PINNACLE FINANCIAL PARTNERS INC reported owning ED?

PINNACLE FINANCIAL PARTNERS INC reported ED across 5 quarterly 13F filings, from 2023 Q4 through 2025 Q1.

What was the largest reported ED position in PINNACLE FINANCIAL PARTNERS INC's portfolio?

The largest reported portfolio weight for ED was 0.01% in 2023 Q4.

What is the latest reported ED position on this page?

The most recent filing on this page is 2025 Q1, when PINNACLE FINANCIAL PARTNERS INC reported 2,317 shares, equal to 0.01% of portfolio, with an estimated market value of $256K.

What does the chart on this ED ownership page compare?

The chart compares PINNACLE FINANCIAL PARTNERS INC'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.

How well did PINNACLE FINANCIAL PARTNERS INC time their ED position?

Based on 13F filing dates vs. subsequent ED price moves, PINNACLE FINANCIAL PARTNERS INC correctly timed 7 out of 12 reported position changes (58%). The annualised alpha on ED relative to SPY over the holding period was +3.5%.

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