Herold Advisors
ED icon

Herold Advisors’s Consolidated Edison ED Stock Holding History

Herold 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 		$1.76M Sell
17,203
-131
-0.8% -$14.2K 0.34% 75
2026
Q2 		$1.92M Buy
17,334
+104
+0.6% +$11.3K 0.38% 73
2026
Q1 		$1.95M Sell
17,230
-8
-0% -$866 0.43% 65
2025
Q4 		$1.71M Buy
17,238
+76
+0.4% +$7.54K 0.38% 70
2025
Q3 		$1.73M Sell
17,162
-193
-1% -$19.4K 0.4% 70
2025
Q2 		$1.74M Sell
17,355
-492
-3% -$52.1K 0.37% 78
2025
Q1 		$1.97M Sell
17,847
-84
-0.5% -$8.24K 0.43% 66
2024
Q4 		$1.6M Buy
17,931
+607
+4% +$59.8K 0.35% 80
2024
Q3 		$1.8M Buy
17,324
+314
+2% +$31.1K 0.39% 69
2024
Q2 		$1.52M Sell
17,010
-1,285
-7% -$119K 0.35% 77
2024
Q1 		$1.66M Sell
18,295
-1,085
-6% -$97.3K 0.4% 69
2023
Q4 		$1.76M Buy
19,380
+715
+4% +$63.9K 0.49% 64
2023
Q3 		$1.6M Buy
18,665
+1,069
+6% +$97.4K 0.49% 62
2023
Q2 		$1.59M Buy
17,596
+472
+3% +$45.1K 0.49% 59
2023
Q1 		$1.64M Buy
17,124
+11
+0.1% +$1.03K 0.57% 50
2022
Q4 		$1.63M Buy
17,113
+8,975
+110% +$817K 0.69% 45
2022
Q3 		$697K Buy
8,138
+1,177
+17% +$114K 0.34% 91
2022
Q2 		$661K Buy
6,961
+12
+0.2% +$1.14K 0.29% 99
2022
Q1 		$658K Buy
6,949
+11
+0.2% +$950 0.23% 109
2021
Q4 		$591K Sell
6,938
-93
-1% -$7.31K 0.23% 114
2021
Q3 		$510K Buy
+7,031
New +$525K 0.2% 126

Other funds holding ED

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
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

Herold Advisors's ED Position: Q3 2026 in Review

Herold Advisors reduced its Consolidated Edison (ED) stake by 0.76% in Q3 2026, selling an estimated $14.2K and leaving 17,203 shares worth $1.76M. The position accounts for 0.34% of the portfolio, ranked #75.

Herold Advisors first reported a position in ED in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.97M in Q1 2025. 352 funds tracked by Wall St. Rank hold ED as of Q3 2026.

  • Herold Advisors held 17,203 shares of Consolidated Edison worth $1.76M as of Q3 2026.
  • Herold Advisors sold 131 Consolidated Edison shares in Q3 2026, an estimated $14.2K.
  • Consolidated Edison made up 0.34% of Herold Advisors's portfolio in Q3 2026, its #75 holding.
  • Herold Advisors first reported a position in Consolidated Edison in Q3 2021 and has held it in 21 quarters since.
  • Herold Advisors's Consolidated Edison position peaked at $1.97M in Q1 2025.
  • 352 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.