Amplius Wealth Advisors’s Consolidated Edison ED Stock Holding History

Amplius Wealth Advisors’s Portfolio ED Stock Details ED Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$264K	Buy	2,389 +29	+1%	+$3.15K	0.02%	176
2026 Q1	$267K	Buy	2,360 +9	+0.4%	+$975	0.02%	152
2025 Q4	$234K	Sell	2,351 -205	-8%	-$20.3K	0.02%	161
2025 Q3	$257K	Buy	2,556 +162	+7%	+$16.3K	0.02%	154
2025 Q2	$240K	Sell	2,394 -8	-0.3%	-$847	0.02%	182
2025 Q1	$266K	Buy	+2,402	New	+$236K	0.03%	149
2022 Q1	–	Sell	-733	Closed	-$62K	–	377
2021 Q4	$62K	Buy	+733	New	+$57.6K	0.01%	301

Other funds holding ED

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Amplius Wealth Advisors's ED Position: Q2 2026 in Review

Amplius Wealth Advisors increased its Consolidated Edison (ED) stake by 1.2% in Q2 2026, buying an estimated $3.15K and bringing the position to 2,389 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #176.

Amplius Wealth Advisors first reported a position in ED in Q4 2021 and has held it in 7 quarters since. The position peaked at $267K in Q1 2026. 403 funds tracked by Wall St. Rank hold ED as of Q2 2026.

Amplius Wealth Advisors held 2,389 shares of Consolidated Edison worth $264K as of Q2 2026.
Amplius Wealth Advisors bought 29 Consolidated Edison shares in Q2 2026, an estimated $3.15K.
Consolidated Edison made up 0.02% of Amplius Wealth Advisors's portfolio in Q2 2026, its #176 holding.
Amplius Wealth Advisors first reported a position in Consolidated Edison in Q4 2021 and has held it in 7 quarters since.
Amplius Wealth Advisors's Consolidated Edison position peaked at $267K in Q1 2026.
403 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.