EWM
ED icon

Empirical Wealth Management’s Consolidated Edison ED Stock Holding History

Empirical Wealth Management’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 		$1.84M Buy
16,604
+4,295
+35% +$467K 0.03% 287
2026
Q1 		$1.39M Buy
12,309
+3,063
+33% +$332K 0.02% 295
2025
Q4 		$918K Buy
9,246
+1,032
+13% +$102K 0.02% 348
2025
Q3 		$826K Buy
8,214
+1,282
+18% +$129K 0.02% 358
2025
Q2 		$696K Buy
6,932
+254
+4% +$26.9K 0.02% 367
2025
Q1 		$739K Buy
6,678
+1,815
+37% +$178K 0.02% 339
2024
Q4 		$434K Buy
4,863
+220
+5% +$21.7K 0.01% 411
2024
Q3 		$484K Buy
4,643
+933
+25% +$92.3K 0.01% 377
2024
Q2 		$332K Sell
3,710
-199
-5% -$18.5K 0.01% 434
2024
Q1 		$355K Buy
3,909
+1,627
+71% +$146K 0.01% 399
2023
Q4 		$208K Buy
+2,282
New +$204K 0.01% 467
2023
Q3 		– Sell
-2,240
Closed -$202K – 477
2023
Q2 		$202K Sell
2,240
-91
-4% -$8.7K 0.01% 440
2023
Q1 		$223K Sell
2,331
-11
-0.5% -$1.03K 0.01% 431
2022
Q4 		$223K Sell
2,342
-683
-23% -$62.1K 0.01% 416
2022
Q3 		$259K Sell
3,025
-142
-4% -$13.7K 0.01% 404
2022
Q2 		$301K Buy
3,167
+22
+0.7% +$2.1K 0.02% 386
2022
Q1 		$298K Sell
3,145
-1,257
-29% -$109K 0.01% 406
2021
Q4 		$376K Buy
+4,402
New +$346K 0.02% 389

Other funds holding ED

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Empirical Wealth Management's ED Position: Q2 2026 in Review

Empirical Wealth Management increased its Consolidated Edison (ED) stake by 35% in Q2 2026, buying an estimated $467K and bringing the position to 16,604 shares worth $1.84M. The position accounts for 0.03% of the portfolio, ranked #287.

Empirical Wealth Management first reported a position in ED in Q4 2021 and has held it in 18 quarters since. 615 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Empirical Wealth Management held 16,604 shares of Consolidated Edison worth $1.84M as of Q2 2026.
  • Empirical Wealth Management bought 4,295 Consolidated Edison shares in Q2 2026, an estimated $467K.
  • Consolidated Edison made up 0.03% of Empirical Wealth Management's portfolio in Q2 2026, its #287 holding.
  • Empirical Wealth Management first reported a position in Consolidated Edison in Q4 2021 and has held it in 18 quarters since.
  • 615 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.