Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Consolidated Edison ED Stock Holding History

Kovitz Investment Group 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
2026
Q1 		$802K Buy
7,085
+335
+5% +$36.3K 0.02% 349
2025
Q4 		$670K Sell
6,750
-5,195
-43% -$516K 0.01% 362
2025
Q3 		$1.2M Buy
11,945
+885
+8% +$88.8K ﹤0.01% 796
2025
Q2 		$1.11M Buy
11,060
+3,569
+48% +$378K ﹤0.01% 781
2025
Q1 		$829K Buy
7,491
+304
+4% +$29.8K ﹤0.01% 788
2024
Q4 		$641K Buy
+7,187
New +$708K ﹤0.01% 836
2020
Q4 		– Sell
-2,850
Closed -$222K – 415
2020
Q3 		$222K Sell
2,850
-500
-15% -$36.9K 0.01% 380
2020
Q2 		$241K Buy
3,350
+50
+2% +$3.84K 0.01% 355
2020
Q1 		$257K Sell
3,300
-450
-12% -$39.5K 0.01% 344
2019
Q4 		$339K Hold
3,750
– – 0.01% 337
2019
Q3 		$354K Sell
3,750
-600
-14% -$53.3K 0.01% 334
2019
Q2 		$381K Sell
4,350
-200
-4% -$17.2K 0.01% 320
2019
Q1 		$386K Sell
4,550
-500
-10% -$40K 0.01% 324
2018
Q4 		$386K Sell
5,050
-244
-5% -$19.1K 0.02% 231
2018
Q3 		$403K Sell
5,294
-200
-4% -$15.8K 0.02% 117
2018
Q2 		$428K Sell
5,494
-900
-14% -$68.8K 0.02% 117
2018
Q1 		$498K Sell
6,394
-7,538
-54% -$586K 0.02% 110
2017
Q4 		$1.18K Hold
13,932
– – 0.05% 85
2017
Q3 		$1.12M Sell
13,932
-200
-1% -$16.6K 0.06% 87
2017
Q2 		$1.14M Sell
14,132
-6,050
-30% -$489K 0.06% 84
2017
Q1 		$1.57M Sell
20,182
-7,462
-27% -$561K 0.09% 69
2016
Q4 		$2.04M Sell
27,644
-1,226
-4% -$88.6K 0.12% 58
2016
Q3 		$2.17M Hold
28,870
– – 0.13% 64
2016
Q2 		$2.32M Sell
28,870
-906
-3% -$68.1K 0.16% 60
2016
Q1 		$2.28M Buy
+29,776
New +$2.11M 0.13% 63

Other funds holding ED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Kovitz Investment Group Partners's ED Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its Consolidated Edison (ED) stake by 5% in Q1 2026, buying an estimated $36.3K and bringing the position to 7,085 shares worth $802K. The position accounts for 0.02% of the portfolio, ranked #349.

Kovitz Investment Group Partners first reported a position in ED in Q1 2016 and has held it in 25 quarters since. The position peaked at $2.32M in Q2 2016. 1,418 funds tracked by Wall St. Rank hold ED as of Q1 2026.

  • Kovitz Investment Group Partners held 7,085 shares of Consolidated Edison worth $802K as of Q1 2026.
  • Kovitz Investment Group Partners bought 335 Consolidated Edison shares in Q1 2026, an estimated $36.3K.
  • Consolidated Edison made up 0.02% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #349 holding.
  • Kovitz Investment Group Partners first reported a position in Consolidated Edison in Q1 2016 and has held it in 25 quarters since.
  • Kovitz Investment Group Partners's Consolidated Edison position peaked at $2.32M in Q2 2016.
  • 1,418 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.