OPS
ED icon

Orion Portfolio Solutions’s Consolidated Edison ED Stock Holding History

Orion Portfolio Solutions’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
Q1 		$1.41M Buy
12,781
+5,265
+70% +$516K 0.01% 895
2024
Q4 		$671K Buy
7,516
+1,366
+22% +$135K 0.01% 1238
2024
Q3 		$640K Sell
6,150
-521
-8% -$51.5K 0.01% 1241
2024
Q2 		$597K Buy
6,671
+400
+6% +$37.1K 0.01% 1215
2024
Q1 		$569K Sell
6,271
-734
-10% -$65.8K 0.01% 1213
2023
Q4 		$657K Sell
7,005
-6,392
-48% -$571K 0.01% 1105
2023
Q3 		$1.15M Sell
13,397
-3,858
-22% -$351K 0.01% 867
2023
Q2 		$1.56M Buy
17,255
+570
+3% +$54.5K 0.02% 766
2023
Q1 		$1.6M Buy
16,685
+13,407
+409% +$1.26M 0.02% 685
2022
Q4 		$312K Sell
3,278
-1,778
-35% -$162K 0.01% 654
2022
Q3 		$434K Buy
5,056
+1,542
+44% +$149K 0.02% 465
2022
Q2 		$334K Sell
3,514
-434
-11% -$41.3K 0.01% 516
2022
Q1 		$374K Sell
3,948
-379
-9% -$32.7K 0.01% 505
2021
Q4 		$369K Buy
4,327
+200
+5% +$15.7K 0.01% 517
2021
Q3 		$300K Sell
4,127
-643
-13% -$48K 0.01% 524
2021
Q2 		$342K Buy
+4,770
New +$366K 0.01% 450
2020
Q3 		– Sell
-984
Closed -$71K – 861
2020
Q2 		$71K Sell
984
-282
-22% -$21.7K ﹤0.01% 620
2020
Q1 		$99K Buy
1,266
+557
+79% +$48.8K 0.01% 445
2019
Q4 		$64K Buy
+709
New +$63.5K 0.01% 501

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Orion Portfolio Solutions's ED Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Consolidated Edison (ED) stake by 70% in Q1 2025, buying an estimated $516K and bringing the position to 12,781 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #895.

Orion Portfolio Solutions first reported a position in ED in Q4 2019 and has held it in 19 quarters since. The position peaked at $1.6M in Q1 2023. 1,300 funds tracked by Wall St. Rank hold ED as of Q1 2025.

  • Orion Portfolio Solutions held 12,781 shares of Consolidated Edison worth $1.41M as of Q1 2025.
  • Orion Portfolio Solutions bought 5,265 Consolidated Edison shares in Q1 2025, an estimated $516K.
  • Consolidated Edison made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #895 holding.
  • Orion Portfolio Solutions first reported a position in Consolidated Edison in Q4 2019 and has held it in 19 quarters since.
  • Orion Portfolio Solutions's Consolidated Edison position peaked at $1.6M in Q1 2023.
  • 1,300 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.