AAS
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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
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

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Annex Advisory Services's ED Position: Q2 2026 in Review

Annex Advisory Services increased its Consolidated Edison (ED) stake by 2.5% in Q2 2026, buying an estimated $4.89K and bringing the position to 1,852 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

Annex Advisory Services first reported a position in ED in Q3 2023 and has held it in 6 quarters since. The position peaked at $237K in Q3 2023. 215 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Annex Advisory Services held 1,852 shares of Consolidated Edison worth $205K as of Q2 2026.
  • Annex Advisory Services bought 45 Consolidated Edison shares in Q2 2026, an estimated $4.89K.
  • Consolidated Edison made up ﹤0.01% of Annex Advisory Services's portfolio in Q2 2026, its #349 holding.
  • Annex Advisory Services first reported a position in Consolidated Edison in Q3 2023 and has held it in 6 quarters since.
  • Annex Advisory Services's Consolidated Edison position peaked at $237K in Q3 2023.
  • 215 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.