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LifeSteps Financial’s Consolidated Edison ED Stock Holding History

LifeSteps Financial’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 		$111K Buy
+1,000
New +$109K 0.05% 140
2024
Q2 		– Sell
-1,037
Closed -$94.2K – 178
2024
Q1 		$94.2K Buy
+1,037
New +$93K 0.07% 113

Other funds holding ED

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
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

LifeSteps Financial's ED Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Consolidated Edison (ED) in Q2 2026: 1,000 shares worth $111K. The stake represents 0.05% of the portfolio and ranks #140 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in ED as recently as Q1 2024.

LifeSteps Financial first reported a position in ED in Q1 2024 and has held it in 2 quarters since. 321 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • LifeSteps Financial held 1,000 shares of Consolidated Edison worth $111K as of Q2 2026.
  • Consolidated Edison was a new LifeSteps Financial position in Q2 2026.
  • Consolidated Edison made up 0.05% of LifeSteps Financial's portfolio in Q2 2026, its #140 holding.
  • LifeSteps Financial first reported a position in Consolidated Edison in Q1 2024 and has held it in 2 quarters since.
  • 321 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.