Holos Integrated Wealth
ED icon

Holos Integrated Wealth’s Consolidated Edison ED Stock Holding History

Holos Integrated Wealth’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 		$21.9K Hold
200
– – 0.01% 216
2026
Q2 		$22.6K Hold
200
– – 0.01% 203
2026
Q1 		$22.9K Hold
200
– – 0.01% 201
2025
Q4 		$20K Hold
200
– – 0.01% 162
2025
Q3 		$20.5K Hold
200
– – 0.01% 156
2025
Q2 		$20.9K Hold
200
– – 0.01% 155
2025
Q1 		$22.1K Hold
200
– – 0.01% 149
2024
Q4 		$17.8K Buy
+200
New +$19.7K 0.01% 160

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

Holos Integrated Wealth's ED Position: Q3 2026 in Review

Holos Integrated Wealth held its Consolidated Edison (ED) position steady in Q3 2026 at 200 shares worth $21.9K. The position accounts for 0.01% of the portfolio, ranked #216.

Holos Integrated Wealth first reported a position in ED in Q4 2024 and has held it in 8 quarters since. The position peaked at $22.9K in Q1 2026. 352 funds tracked by Wall St. Rank hold ED as of Q3 2026.

  • Holos Integrated Wealth held 200 shares of Consolidated Edison worth $21.9K as of Q3 2026.
  • Holos Integrated Wealth left its Consolidated Edison share count unchanged in Q3 2026.
  • Consolidated Edison made up 0.01% of Holos Integrated Wealth's portfolio in Q3 2026, its #216 holding.
  • Holos Integrated Wealth first reported a position in Consolidated Edison in Q4 2024 and has held it in 8 quarters since.
  • Holos Integrated Wealth's Consolidated Edison position peaked at $22.9K in Q1 2026.
  • 352 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.