CV Advisors
ED icon

CV Advisors’s Consolidated Edison ED Stock Holding History

CV Advisors’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 		$552K Hold
5,400
– – 0.09% 74
2026
Q2 		$597K Buy
+5,400
New +$587K 0.11% 78

Other funds holding ED

Robeco Institutional Asset Management
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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

CV Advisors's ED Position: Q3 2026 in Review

CV Advisors held its Consolidated Edison (ED) position steady in Q3 2026 at 5,400 shares worth $552K. The position accounts for 0.09% of the portfolio, ranked #74.

CV Advisors first reported a position in ED in Q2 2026 and has held it in 2 quarters since. The position peaked at $597K in Q2 2026. 352 funds tracked by Wall St. Rank hold ED as of Q3 2026.

  • CV Advisors held 5,400 shares of Consolidated Edison worth $552K as of Q3 2026.
  • CV Advisors left its Consolidated Edison share count unchanged in Q3 2026.
  • Consolidated Edison made up 0.09% of CV Advisors's portfolio in Q3 2026, its #74 holding.
  • CV Advisors first reported a position in Consolidated Edison in Q2 2026 and has held it in 2 quarters since.
  • CV Advisors's Consolidated Edison position peaked at $597K in Q2 2026.
  • 352 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2026.

Based on CV Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.