Clean Energy Transition’s Consolidated Edison ED Stock Holding History

Clean Energy Transition’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	$68.5M	Buy	+619,179	New	+$67.3M	4.77%	8
2025 Q4	–	Sell	-764,387	Closed	-$76.8M	–	13
2025 Q3	$76.8M	Buy	764,387 +198,833	+35%	+$20M	5.64%	6
2025 Q2	$56.8M	Buy	+565,554	New	+$59.9M	4.54%	8
2024 Q3	–	Sell	-897,553	Closed	-$80.3M	–	13
2024 Q2	$80.3M	Buy	897,553 +623,787	+228%	+$57.8M	4.36%	8
2024 Q1	$24.9M	Buy	+273,766	New	+$24.5M	1.84%	9
2023 Q2	–	Sell	-541,509	Closed	-$51.8M	–	13
2023 Q1	$51.8M	Buy	+541,509	New	+$50.7M	4.65%	7

Other funds holding ED

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Clean Energy Transition's ED Position: Q2 2026 in Review

Clean Energy Transition opened a new position in Consolidated Edison (ED) in Q2 2026: 619,179 shares worth $68.5M. The stake represents 4.77% of the portfolio and ranks #8 among its holdings. This is a return to the name: Clean Energy Transition previously reported a position in ED as recently as Q3 2025.

Clean Energy Transition first reported a position in ED in Q1 2023 and has held it in 6 quarters since. The position peaked at $80.3M in Q2 2024. 1,430 funds tracked by Wall St. Rank hold ED as of Q2 2026.

Clean Energy Transition held 619,179 shares of Consolidated Edison worth $68.5M as of Q2 2026.
Consolidated Edison was a new Clean Energy Transition position in Q2 2026.
Consolidated Edison made up 4.77% of Clean Energy Transition's portfolio in Q2 2026, its #8 holding.
Clean Energy Transition first reported a position in Consolidated Edison in Q1 2023 and has held it in 6 quarters since.
Clean Energy Transition's Consolidated Edison position peaked at $80.3M in Q2 2024.
1,430 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Clean Energy Transition's 13F filing for Q2 2026, filed 14 Aug 2026.