Balyasny Asset Management’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $56.1M | Sell |
496,000
-400,147
| -45% | -$43.3M | 0.07% | 312 |
|
|
2025
Q4 | $89M | Buy |
+896,147
| New | +$88.9M | 0.11% | 204 |
|
|
2025
Q3 | – | Sell |
-205,629
| Closed | -$20.6M | – | 3028 |
|
|
2025
Q2 | $20.6M | Sell |
205,629
-685,968
| -77% | -$72.6M | 0.03% | 657 |
|
|
2025
Q1 | $98.6M | Buy |
+891,597
| New | +$87.4M | 0.16% | 130 |
|
|
2023
Q4 | – | Sell |
-497,789
| Closed | -$42.6M | – | 2583 |
|
|
2023
Q3 | $42.6M | Buy |
+497,789
| New | +$45.3M | 0.09% | 313 |
|
|
2023
Q1 | – | Sell |
-998,640
| Closed | -$95.2M | – | 2779 |
|
|
2022
Q4 | $95.2M | Buy |
998,640
+869,342
| +672% | +$79.1M | 0.26% | 78 |
|
|
2022
Q3 | $11.1M | Sell |
129,298
-42,942
| -25% | -$4.14M | 0.03% | 641 |
|
|
2022
Q2 | $16.4M | Buy |
172,240
+80,554
| +88% | +$7.67M | 0.05% | 489 |
|
|
2022
Q1 | $8.68M | Buy |
91,686
+39,690
| +76% | +$3.43M | 0.03% | 742 |
|
|
2021
Q4 | $4.44M | Buy |
+51,996
| New | +$4.09M | 0.02% | 886 |
|
|
2021
Q3 | – | Sell |
-166,707
| Closed | -$12M | – | 2062 |
|
|
2021
Q2 | $12M | Sell |
166,707
-11,568
| -6% | -$888K | 0.06% | 451 |
|
|
2021
Q1 | $13.3M | Buy |
178,275
+101,603
| +133% | +$7.15M | 0.07% | 397 |
|
|
2020
Q4 | $5.54M | Sell |
76,672
-37,020
| -33% | -$2.88M | 0.03% | 608 |
|
|
2020
Q3 | $8.85M | Buy |
113,692
+99,521
| +702% | +$7.34M | 0.06% | 422 |
|
|
2020
Q2 | $1.02M | Buy |
+14,171
| New | +$1.09M | 0.01% | 826 |
|
|
2019
Q4 | – | Sell |
-164,369
| Closed | -$15.5M | – | 1235 |
|
|
2019
Q3 | $15.5M | Sell |
164,369
-160,908
| -49% | -$14.3M | 0.11% | 287 |
|
|
2019
Q2 | $28.5M | Buy |
325,277
+75,678
| +30% | +$6.52M | 0.18% | 159 |
|
|
2019
Q1 | $21.2M | Sell |
249,599
-430,650
| -63% | -$34.4M | 0.14% | 214 |
|
|
2018
Q4 | $52M | Buy |
680,249
+627,743
| +1,196% | +$49.1M | 0.37% | 54 |
|
|
2018
Q3 | $4M | Buy |
+52,506
| New | +$4.14M | 0.02% | 779 |
|
|
2018
Q2 | – | Sell |
-16,189
| Closed | -$1.26M | – | 1856 |
|
|
2018
Q1 | $1.26M | Buy |
16,189
+5,520
| +52% | +$429K | 0.01% | 1131 |
|
|
2017
Q4 | $906K | Buy |
+10,669
| New | +$917K | ﹤0.01% | 1361 |
|
|
2017
Q3 | – | Sell |
-523,427
| Closed | -$42.3M | – | 1923 |
|
|
2017
Q2 | $42.3M | Buy |
523,427
+514,739
| +5,925% | +$41.6M | 0.17% | 151 |
|
|
2017
Q1 | $675K | Sell |
8,688
-18,484
| -68% | -$1.39M | ﹤0.01% | 1228 |
|
|
2016
Q4 | $2M | Sell |
27,172
-64,882
| -70% | -$4.69M | 0.01% | 886 |
|
|
2016
Q3 | $6.93M | Buy |
+92,054
| New | +$7.15M | 0.04% | 451 |
|
Other funds holding ED
VCM
VPM
DAM
Balyasny Asset Management's ED Position: Q1 2026 in Review
Balyasny Asset Management reduced its Consolidated Edison (ED) stake by 45% in Q1 2026, selling an estimated $43.3M and leaving 496,000 shares worth $56.1M. The position accounts for 0.07% of the portfolio, ranked #312.
Balyasny Asset Management first reported a position in ED in Q3 2016 and has held it in 26 quarters since. The position peaked at $98.6M in Q1 2025. 1,413 funds tracked by Wall St. Rank hold ED as of Q1 2026.
- Balyasny Asset Management held 496,000 shares of Consolidated Edison worth $56.1M as of Q1 2026.
- Balyasny Asset Management sold 400,147 Consolidated Edison shares in Q1 2026, an estimated $43.3M.
- Consolidated Edison made up 0.07% of Balyasny Asset Management's portfolio in Q1 2026, its #312 holding.
- Balyasny Asset Management first reported a position in Consolidated Edison in Q3 2016 and has held it in 26 quarters since.
- Balyasny Asset Management's Consolidated Edison position peaked at $98.6M in Q1 2025.
- 1,413 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.
Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.