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Morningstar Investment Management’s Consolidated Edison ED Stock Holding History

Morningstar Investment Management’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
2025
Q3 		– Sell
-2,430
Closed -$244K – 493
2025
Q2 		$244K Buy
+2,430
New +$257K 0.02% 183
2025
Q1 		– Sell
-2,782
Closed -$248K – 120
2024
Q4 		$248K Hold
2,782
– – 0.02% 182
2024
Q3 		$287K Buy
2,782
+18
+0.7% +$1.78K 0.03% 166
2024
Q2 		$247K Hold
2,764
– – 0.03% 170
2024
Q1 		$251K Hold
2,764
– – 0.03% 171
2023
Q4 		$251K Buy
2,764
+26
+0.9% +$2.32K 0.03% 166
2023
Q3 		$234K Hold
2,738
– – 0.03% 145
2023
Q2 		$248K Buy
+2,738
New +$262K 0.03% 144

Other funds holding ED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morningstar Investment Management's ED Position: Q3 2025 in Review

Morningstar Investment Management sold out of Consolidated Edison (ED) in Q3 2025, closing a stake of 2,430 shares — an estimated $244K sold.

Morningstar Investment Management first reported a position in ED in Q2 2023 and held it in 8 quarters. The position peaked at $287K in Q3 2024. 1,306 funds tracked by Wall St. Rank hold ED as of Q3 2025.

  • Morningstar Investment Management reported no remaining Consolidated Edison position as of Q3 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 2,430 Consolidated Edison shares in Q3 2025, an estimated $244K.
  • Morningstar Investment Management first reported a position in Consolidated Edison in Q2 2023 and held it in 8 quarters.
  • Morningstar Investment Management's Consolidated Edison position peaked at $287K in Q3 2024.
  • 1,306 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2025.

Based on Morningstar Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.