BFG
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Berger Financial Group’s Consolidated Edison ED Stock Holding History

Berger Financial Group’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 		$227K Sell
2,049
-30
-1% -$3.26K 0.01% 435
2026
Q1 		$235K Sell
2,079
-203
-9% -$22K 0.01% 417
2025
Q4 		$227K Sell
2,282
-6
-0.3% -$595 0.01% 430
2025
Q3 		$230K Sell
2,288
-200
-8% -$20.1K 0.01% 404
2025
Q2 		$250K Sell
2,488
-589
-19% -$62.4K 0.02% 368
2025
Q1 		$340K Sell
3,077
-52,617
-94% -$5.16M 0.02% 311
2024
Q4 		$4.97M Buy
55,694
+1,243
+2% +$122K 0.34% 74
2024
Q3 		$5.67M Sell
54,451
-370
-0.7% -$36.6K 0.41% 61
2024
Q2 		$4.9M Buy
54,821
+164
+0.3% +$15.2K 0.39% 66
2024
Q1 		$4.96M Buy
+54,657
New +$4.9M 0.41% 69
2022
Q2 		– Sell
-2,471
Closed -$234K – 259
2022
Q1 		$234K Sell
2,471
-59,973
-96% -$5.18M 0.03% 245
2021
Q4 		$5.33M Buy
62,444
+2,762
+5% +$217K 0.71% 40
2021
Q3 		$4.33M Buy
59,682
+318
+0.5% +$23.7K 0.78% 47
2021
Q2 		$4.26M Buy
59,364
+1,249
+2% +$95.9K 0.77% 51
2021
Q1 		$4.35M Buy
+58,115
New +$4.09M 0.95% 35

Other funds holding ED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Berger Financial Group's ED Position: Q2 2026 in Review

Berger Financial Group reduced its Consolidated Edison (ED) stake by 1.4% in Q2 2026, selling an estimated $3.26K and leaving 2,049 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #435.

Berger Financial Group first reported a position in ED in Q1 2021 and has held it in 15 quarters since. The position peaked at $5.67M in Q3 2024. 922 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Berger Financial Group held 2,049 shares of Consolidated Edison worth $227K as of Q2 2026.
  • Berger Financial Group sold 30 Consolidated Edison shares in Q2 2026, an estimated $3.26K.
  • Consolidated Edison made up 0.01% of Berger Financial Group's portfolio in Q2 2026, its #435 holding.
  • Berger Financial Group first reported a position in Consolidated Edison in Q1 2021 and has held it in 15 quarters since.
  • Berger Financial Group's Consolidated Edison position peaked at $5.67M in Q3 2024.
  • 922 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.