Epoch Investment Partners’s Consolidated Edison ED Stock Holding History

Epoch Investment Partners’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
2024 Q4	–	Sell	-6,728	Closed	-$701K	–	316
2024 Q3	$701K	Buy	6,728 +35	+0.5%	+$3.46K	﹤0.01%	323
2024 Q2	$598K	Buy	6,693 +51	+0.8%	+$4.73K	﹤0.01%	342
2024 Q1	$603K	Buy	6,642 +53	+0.8%	+$4.75K	﹤0.01%	363
2023 Q4	$599K	Hold	6,589	–	–	﹤0.01%	368
2023 Q3	$564K	Buy	6,589 +302	+5%	+$27.5K	﹤0.01%	380
2023 Q2	$568K	Buy	6,287 +1,314	+26%	+$126K	﹤0.01%	395
2023 Q1	$476K	Sell	4,973 -21	-0.4%	-$1.97K	﹤0.01%	398
2022 Q4	$476K	Buy	4,994 +25	+0.5%	+$2.27K	﹤0.01%	380
2022 Q3	$426K	Sell	4,969 -2,376	-32%	-$229K	﹤0.01%	396
2022 Q2	$699K	Sell	7,345 -333	-4%	-$31.7K	﹤0.01%	376
2022 Q1	$727K	Buy	+7,678	New	+$663K	﹤0.01%	382

Other funds holding ED

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Epoch Investment Partners's ED Position: Q4 2024 in Review

Epoch Investment Partners sold out of Consolidated Edison (ED) in Q4 2024, closing a stake of 6,728 shares — an estimated $701K sold.

Epoch Investment Partners first reported a position in ED in Q1 2022 and held it in 11 quarters. The position peaked at $727K in Q1 2022. 1,227 funds tracked by Wall St. Rank hold ED as of Q4 2024.

Epoch Investment Partners reported no remaining Consolidated Edison position as of Q4 2024 after selling out during the quarter.
Epoch Investment Partners sold 6,728 Consolidated Edison shares in Q4 2024, an estimated $701K.
Epoch Investment Partners first reported a position in Consolidated Edison in Q1 2022 and held it in 11 quarters.
Epoch Investment Partners's Consolidated Edison position peaked at $727K in Q1 2022.
1,227 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2024.

Based on Epoch Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.