Fermata Advisors
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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
Q3 		– Sell
-2,037
Closed -$225K – 299
2026
Q2 		$225K Buy
+2,037
New +$221K 0.05% 241

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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

Fermata Advisors's ED Position: Q3 2026 in Review

Fermata Advisors sold out of Consolidated Edison (ED) in Q3 2026, closing a stake of 2,037 shares — an estimated $225K sold.

Fermata Advisors first reported a position in ED in Q2 2026 and held it in 1 quarter. The position peaked at $225K in Q2 2026. 352 funds tracked by Wall St. Rank hold ED as of Q3 2026.

  • Fermata Advisors reported no remaining Consolidated Edison position as of Q3 2026 after selling out during the quarter.
  • Fermata Advisors sold 2,037 Consolidated Edison shares in Q3 2026, an estimated $225K.
  • Fermata Advisors first reported a position in Consolidated Edison in Q2 2026 and held it in 1 quarter.
  • Fermata Advisors's Consolidated Edison position peaked at $225K in Q2 2026.
  • 352 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2026.

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