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LVW Advisors’s Consolidated Edison ED Stock Holding History

LVW 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 		$223K Sell
2,012
-108
-5% -$11.7K 0.02% 420
2026
Q1 		$240K Sell
2,120
-2,874
-58% -$311K 0.02% 374
2025
Q4 		$496K Buy
4,994
+677
+16% +$67.2K 0.05% 191
2025
Q3 		$434K Sell
4,317
-1,956
-31% -$196K 0.04% 216
2025
Q2 		$629K Buy
6,273
+833
+15% +$88.2K 0.07% 165
2025
Q1 		$602K Buy
5,440
+282
+5% +$27.7K 0.07% 155
2024
Q4 		$460K Buy
5,158
+7
+0.1% +$689 0.06% 204
2024
Q3 		$536K Buy
5,151
+167
+3% +$16.5K 0.07% 182
2024
Q2 		$446K Sell
4,984
-2,174
-30% -$202K 0.07% 187
2024
Q1 		$650K Buy
7,158
+3,466
+94% +$311K 0.11% 132
2023
Q4 		$336K Buy
3,692
+877
+31% +$78.3K 0.06% 195
2023
Q3 		$241K Buy
+2,815
New +$256K 0.05% 196

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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LVW Advisors's ED Position: Q2 2026 in Review

LVW Advisors reduced its Consolidated Edison (ED) stake by 5.1% in Q2 2026, selling an estimated $11.7K and leaving 2,012 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #420.

LVW Advisors first reported a position in ED in Q3 2023 and has held it in 12 quarters since. The position peaked at $650K in Q1 2024. 577 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • LVW Advisors held 2,012 shares of Consolidated Edison worth $223K as of Q2 2026.
  • LVW Advisors sold 108 Consolidated Edison shares in Q2 2026, an estimated $11.7K.
  • Consolidated Edison made up 0.02% of LVW Advisors's portfolio in Q2 2026, its #420 holding.
  • LVW Advisors first reported a position in Consolidated Edison in Q3 2023 and has held it in 12 quarters since.
  • LVW Advisors's Consolidated Edison position peaked at $650K in Q1 2024.
  • 577 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.