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Loring Wolcott & Coolidge Fiduciary Advisors’s Consolidated Edison ED Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
Q2 		$243K Sell
2,200
-50
-2% -$5.43K ﹤0.01% 305
2026
Q1 		$256K Sell
2,250
-50
-2% -$5.42K ﹤0.01% 297
2025
Q4 		$242K Sell
2,300
-50
-2% -$4.96K ﹤0.01% 297
2025
Q3 		$237K Hold
2,350
– – ﹤0.01% 301
2025
Q2 		$236K Hold
2,350
– – ﹤0.01% 259
2025
Q1 		$264K Hold
2,350
– – ﹤0.01% 245
2024
Q4 		$223K Hold
2,350
– – ﹤0.01% 272
2024
Q3 		$251K Hold
2,350
– – ﹤0.01% 258
2024
Q2 		$215K Hold
2,350
– – ﹤0.01% 266
2024
Q1 		$218K Hold
2,350
– – ﹤0.01% 266
2023
Q4 		$214K Hold
2,350
– – ﹤0.01% 273
2023
Q3 		$212K Sell
2,350
-200
-8% -$18.2K ﹤0.01% 278
2023
Q2 		$231K Sell
2,550
-350
-12% -$33.5K ﹤0.01% 283
2023
Q1 		$277K Buy
2,900
+800
+38% +$74.9K ﹤0.01% 247
2022
Q4 		$200K Sell
2,100
-100
-5% -$9.1K ﹤0.01% 283
2022
Q3 		$189K Hold
2,200
– – ﹤0.01% 290
2022
Q2 		$209K Sell
2,200
-200
-8% -$19K ﹤0.01% 284
2022
Q1 		$227K Hold
2,400
– – ﹤0.01% 291
2021
Q4 		$205K Hold
2,400
– – ﹤0.01% 309
2021
Q3 		$174K Hold
2,400
– – ﹤0.01% 331
2021
Q2 		$172K Buy
+2,400
New +$184K ﹤0.01% 338
2021
Q1 		– Sell
-2,400
Closed -$173K – 424
2020
Q4 		$173K Sell
2,400
-100
-4% -$7.77K ﹤0.01% 290
2020
Q3 		$195K Sell
2,500
-100
-4% -$7.38K ﹤0.01% 262
2020
Q2 		$187K Hold
2,600
– – ﹤0.01% 255
2020
Q1 		$203K Sell
2,600
-500
-16% -$43.8K ﹤0.01% 232
2019
Q4 		$280K Buy
3,100
+400
+15% +$35.8K ﹤0.01% 241
2019
Q3 		$255K Hold
2,700
– – ﹤0.01% 241
2019
Q2 		$237K Hold
2,700
– – ﹤0.01% 246
2019
Q1 		$229K Hold
2,700
– – ﹤0.01% 247
2018
Q4 		$206K Sell
2,700
-179
-6% -$14K ﹤0.01% 246
2018
Q3 		$219K Hold
2,879
– – ﹤0.01% 262
2018
Q2 		$225K Sell
2,879
-130
-4% -$9.93K ﹤0.01% 265
2018
Q1 		$235K Sell
3,009
-69
-2% -$5.36K ﹤0.01% 260
2017
Q4 		$261K Sell
3,078
-200
-6% -$17.2K ﹤0.01% 251
2017
Q3 		$264K Buy
3,278
+69
+2% +$5.71K 0.01% 251
2017
Q2 		$266K Buy
+3,209
New +$259K 0.01% 245
2015
Q4 		– Sell
-100
Closed -$6K – 648
2015
Q3 		$6K Hold
100
– – ﹤0.01% 571
2015
Q2 		$6K Sell
100
-3,735
-97% -$225K ﹤0.01% 571
2015
Q1 		$234K Sell
3,835
-3,440
-47% -$223K 0.01% 266
2014
Q4 		$480K Hold
7,275
– – 0.01% 201
2014
Q3 		$412K Sell
7,275
-2,175
-23% -$123K 0.01% 205
2014
Q2 		$546K Buy
9,450
+9,350
+9,350% +$522K 0.01% 187
2014
Q1 		$5K Hold
100
– – ﹤0.01% 581
2013
Q4 		$6K Hold
100
– – ﹤0.01% 547
2013
Q3 		$6K Hold
100
– – ﹤0.01% 511
2013
Q2 		$6K Buy
+100
New +$6K ﹤0.01% 556

Other funds holding ED

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM

Loring Wolcott & Coolidge Fiduciary Advisors's ED Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors reduced its Consolidated Edison (ED) stake by 2.2% in Q2 2026, selling an estimated $5.43K and leaving 2,200 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ED in Q2 2013 and has held it in 46 quarters since. The position peaked at $546K in Q2 2014. 651 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 2,200 shares of Consolidated Edison worth $243K as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 50 Consolidated Edison shares in Q2 2026, an estimated $5.43K.
  • Consolidated Edison made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #305 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Consolidated Edison in Q2 2013 and has held it in 46 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Consolidated Edison position peaked at $546K in Q2 2014.
  • 651 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.