Patriot Financial Group Insurance Agency’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $423K | Sell |
3,827
-3,883
| -50% | -$422K | 0.04% | 335 |
|
|
2026
Q1 | $873K | Buy |
7,710
+3,894
| +102% | +$422K | 0.05% | 319 |
|
|
2025
Q4 | $379K | Buy |
3,816
+1,728
| +83% | +$171K | 0.05% | 340 |
|
|
2025
Q3 | $210K | Sell |
2,088
-42
| -2% | -$4.21K | 0.03% | 456 |
|
|
2025
Q2 | $214K | Buy |
2,130
+37
| +2% | +$3.92K | 0.02% | 478 |
|
|
2025
Q1 | $231K | Buy |
+2,093
| New | +$205K | 0.03% | 429 |
|
|
2024
Q4 | – | Sell |
-2,420
| Closed | -$252K | – | 490 |
|
|
2024
Q3 | $252K | Sell |
2,420
-40
| -2% | -$3.96K | 0.03% | 426 |
|
|
2024
Q2 | $220K | Buy |
2,460
+15
| +0.6% | +$1.39K | 0.03% | 434 |
|
|
2024
Q1 | $222K | Sell |
2,445
-69
| -3% | -$6.19K | 0.04% | 427 |
|
|
2023
Q4 | $229K | Buy |
2,514
+24
| +1% | +$2.14K | 0.04% | 393 |
|
|
2023
Q3 | $213K | Sell |
2,490
-59
| -2% | -$5.37K | 0.04% | 408 |
|
|
2023
Q2 | $230K | Buy |
+2,549
| New | +$244K | 0.04% | 394 |
|
|
2022
Q3 | – | Sell |
-742
| Closed | -$71K | – | 833 |
|
|
2022
Q2 | $71K | Buy |
742
+9
| +1% | +$857 | 0.01% | 629 |
|
|
2022
Q1 | $69K | Buy |
733
+56
| +8% | +$4.84K | 0.01% | 689 |
|
|
2021
Q4 | $58K | Sell |
677
-727
| -52% | -$57.1K | 0.01% | 807 |
|
|
2021
Q3 | $102K | Buy |
1,404
+54
| +4% | +$4.03K | 0.02% | 646 |
|
|
2021
Q2 | $97K | Hold |
1,350
| – | – | 0.02% | 637 |
|
|
2021
Q1 | $101K | Hold |
1,350
| – | – | 0.02% | 554 |
|
|
2020
Q4 | $98K | Sell |
1,350
-9
| -0.7% | -$699 | 0.02% | 502 |
|
|
2020
Q3 | $106K | Buy |
1,359
+1,142
| +526% | +$84.3K | 0.03% | 375 |
|
|
2020
Q2 | $16K | Hold |
217
| – | – | 0.01% | 811 |
|
|
2020
Q1 | $17K | Hold |
217
| – | – | 0.01% | 701 |
|
|
2019
Q4 | $20K | Sell |
217
-9
| -4% | -$806 | 0.01% | 673 |
|
|
2019
Q3 | $21K | Sell |
226
-22
| -9% | -$1.95K | 0.01% | 633 |
|
|
2019
Q2 | $22K | Buy |
248
+6
| +2% | +$517 | 0.01% | 620 |
|
|
2019
Q1 | $21K | Buy |
242
+42
| +21% | +$3.36K | 0.01% | 541 |
|
|
2018
Q4 | $15K | Hold |
200
| – | – | 0.01% | 527 |
|
|
2018
Q3 | $15K | Buy |
+200
| New | +$15.8K | 0.01% | 542 |
|
|
2017
Q4 | – | Sell |
-17
| Closed | -$1K | – | 941 |
|
|
2017
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 871 |
|
|
2017
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 869 |
|
|
2017
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 787 |
|
|
2016
Q4 | $1K | Buy |
+17
| New | +$1.23K | ﹤0.01% | 726 |
|
Other funds holding ED
Patriot Financial Group Insurance Agency's ED Position: Q2 2026 in Review
Patriot Financial Group Insurance Agency reduced its Consolidated Edison (ED) stake by 50% in Q2 2026, selling an estimated $422K and leaving 3,827 shares worth $423K. The position accounts for 0.04% of the portfolio, ranked #335.
Patriot Financial Group Insurance Agency first reported a position in ED in Q4 2016 and has held it in 32 quarters since. The position peaked at $873K in Q1 2026. 1,435 funds tracked by Wall St. Rank hold ED as of Q2 2026.
- Patriot Financial Group Insurance Agency held 3,827 shares of Consolidated Edison worth $423K as of Q2 2026.
- Patriot Financial Group Insurance Agency sold 3,883 Consolidated Edison shares in Q2 2026, an estimated $422K.
- Consolidated Edison made up 0.04% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #335 holding.
- Patriot Financial Group Insurance Agency first reported a position in Consolidated Edison in Q4 2016 and has held it in 32 quarters since.
- Patriot Financial Group Insurance Agency's Consolidated Edison position peaked at $873K in Q1 2026.
- 1,435 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.
Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.