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Orca Wealth Management’s Consolidated Edison ED Stock Holding History

Orca Wealth 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
2026
Q2 		$569K Hold
5,147
– – 0.34% 48
2026
Q1 		$583K Hold
5,147
– – 0.41% 44
2025
Q4 		$550K Sell
5,147
-2,544
-33% -$252K 0.39% 46
2025
Q3 		$773K Hold
7,691
– – 0.59% 43
2025
Q2 		$772K Buy
7,691
+63
+0.8% +$6.67K 0.65% 43
2025
Q1 		$844K Hold
7,628
– – 0.75% 39
2024
Q4 		$681K Buy
+7,628
New +$751K 0.61% 46

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
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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Orca Wealth Management's ED Position: Q2 2026 in Review

Orca Wealth Management held its Consolidated Edison (ED) position steady in Q2 2026 at 5,147 shares worth $569K. The position accounts for 0.34% of the portfolio, ranked #48.

Orca Wealth Management first reported a position in ED in Q4 2024 and has held it in 7 quarters since. The position peaked at $844K in Q1 2025. 615 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Orca Wealth Management held 5,147 shares of Consolidated Edison worth $569K as of Q2 2026.
  • Orca Wealth Management left its Consolidated Edison share count unchanged in Q2 2026.
  • Consolidated Edison made up 0.34% of Orca Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Orca Wealth Management first reported a position in Consolidated Edison in Q4 2024 and has held it in 7 quarters since.
  • Orca Wealth Management's Consolidated Edison position peaked at $844K in Q1 2025.
  • 615 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Orca Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.