Optima Capital’s Consolidated Edison ED Stock Holding History

Optima Capital’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 Q1	–	Sell	-984	Closed	-$97.7K	–	488
2025 Q4	$97.7K	Buy	+984	New	+$97.7K	0.04%	224

Other funds holding ED

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Optima Capital's ED Position: Q1 2026 in Review

Optima Capital sold out of Consolidated Edison (ED) in Q1 2026, closing a stake of 984 shares — an estimated $97.7K sold.

Optima Capital first reported a position in ED in Q4 2025 and held it in 1 quarter. The position peaked at $97.7K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ED as of Q1 2026.

Optima Capital reported no remaining Consolidated Edison position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 984 Consolidated Edison shares in Q1 2026, an estimated $97.7K.
Optima Capital first reported a position in Consolidated Edison in Q4 2025 and held it in 1 quarter.
Optima Capital's Consolidated Edison position peaked at $97.7K in Q4 2025.
1,414 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.