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Fermata Advisors’s Consolidated Edison ED Stock Holding History

Fermata 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
Q2 		$225K Buy
+2,037
New +$221K 0.05% 241

Other funds holding ED

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Fermata Advisors's ED Position: Q2 2026 in Review

Fermata Advisors opened a new position in Consolidated Edison (ED) in Q2 2026: 2,037 shares worth $225K. The stake represents 0.05% of the portfolio and ranks #241 among its holdings.

212 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Fermata Advisors held 2,037 shares of Consolidated Edison worth $225K as of Q2 2026.
  • Consolidated Edison was a new Fermata Advisors position in Q2 2026.
  • Consolidated Edison made up 0.05% of Fermata Advisors's portfolio in Q2 2026, its #241 holding.
  • 212 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.