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Nvest Wealth Strategies’s Consolidated Edison ED Stock Holding History

Nvest Wealth Strategies’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 		– Sell
-4
Closed -$453 – 378
2026
Q1 		$453 Buy
+4
New +$433 ﹤0.01% 298

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
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
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Nvest Wealth Strategies's ED Position: Q2 2026 in Review

Nvest Wealth Strategies sold out of Consolidated Edison (ED) in Q2 2026, closing a stake of 4 shares — an estimated $453 sold.

Nvest Wealth Strategies first reported a position in ED in Q1 2026 and held it in 1 quarter. The position peaked at $453 in Q1 2026. 844 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Nvest Wealth Strategies reported no remaining Consolidated Edison position as of Q2 2026 after selling out during the quarter.
  • Nvest Wealth Strategies sold 4 Consolidated Edison shares in Q2 2026, an estimated $453.
  • Nvest Wealth Strategies first reported a position in Consolidated Edison in Q1 2026 and held it in 1 quarter.
  • Nvest Wealth Strategies's Consolidated Edison position peaked at $453 in Q1 2026.
  • 844 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.