Annex Advisory Services
ED icon

Annex Advisory Services’s Consolidated Edison ED Stock Holding History

Annex Advisory Services’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
Q3 		$231K Buy
2,263
+411
+22% +$44.5K ﹤0.01% 357
2026
Q2 		$205K Buy
1,852
+45
+2% +$4.89K ﹤0.01% 349
2026
Q1 		$205K Buy
+1,807
New +$196K ﹤0.01% 363
2025
Q2 		– Sell
-1,818
Closed -$201K – 329
2025
Q1 		$201K Buy
+1,818
New +$178K 0.01% 299
2024
Q2 		– Sell
-2,221
Closed -$202K – 292
2024
Q1 		$202K Sell
2,221
-200
-8% -$17.9K 0.01% 272
2023
Q4 		$220K Sell
2,421
-350
-13% -$31.3K 0.01% 248
2023
Q3 		$237K Buy
+2,771
New +$252K 0.01% 225

Other funds holding ED

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Annex Advisory Services's ED Position: Q3 2026 in Review

Annex Advisory Services increased its Consolidated Edison (ED) stake by 22% in Q3 2026, buying an estimated $44.5K and bringing the position to 2,263 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

Annex Advisory Services first reported a position in ED in Q3 2023 and has held it in 7 quarters since. The position peaked at $237K in Q3 2023. 358 funds tracked by Wall St. Rank hold ED as of Q3 2026.

  • Annex Advisory Services held 2,263 shares of Consolidated Edison worth $231K as of Q3 2026.
  • Annex Advisory Services bought 411 Consolidated Edison shares in Q3 2026, an estimated $44.5K.
  • Consolidated Edison made up ﹤0.01% of Annex Advisory Services's portfolio in Q3 2026, its #357 holding.
  • Annex Advisory Services first reported a position in Consolidated Edison in Q3 2023 and has held it in 7 quarters since.
  • Annex Advisory Services's Consolidated Edison position peaked at $237K in Q3 2023.
  • 358 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.