Patriot Financial Group Insurance Agency’s Consolidated Edison ED Stock Holding History

Patriot Financial Group Insurance Agency’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	$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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

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. 689 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.
689 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.