Powell Investment Advisors’s Consolidated Edison ED Stock Holding History

Powell Investment Advisors’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	$738K	Hold	6,671	–	–	0.23%	60
2026 Q1	$755K	Hold	6,671	–	–	0.26%	59
2025 Q4	$663K	Hold	6,671	–	–	0.23%	65
2025 Q3	$671K	Hold	6,671	–	–	0.23%	65
2025 Q2	$669K	Hold	6,671	–	–	0.25%	61
2025 Q1	$738K	Hold	6,671	–	–	0.36%	42
2024 Q4	$595K	Hold	6,671	–	–	0.28%	57
2024 Q3	$695K	Hold	6,671	–	–	0.32%	48
2024 Q2	$597K	Hold	6,671	–	–	0.31%	50
2024 Q1	$606K	Hold	6,671	–	–	0.32%	48
2023 Q4	$607K	Hold	6,671	–	–	0.34%	48
2023 Q3	$571K	Hold	6,671	–	–	0.34%	50
2023 Q2	$603K	Hold	6,671	–	–	0.35%	49
2023 Q1	$638K	Hold	6,671	–	–	0.36%	48
2022 Q4	$636K	Hold	6,671	–	–	0.37%	47
2022 Q3	$572K	Buy	6,671 +1,944	+41%	+$188K	0.38%	47
2022 Q2	$450K	Hold	4,727	–	–	0.27%	57
2022 Q1	$448K	Hold	4,727	–	–	0.26%	59
2021 Q4	$403K	Hold	4,727	–	–	0.23%	59
2021 Q3	$343K	Hold	4,727	–	–	0.21%	67
2021 Q2	$339K	Hold	4,727	–	–	0.21%	67
2021 Q1	$354K	Sell	4,727 -200	-4%	-$14.1K	0.23%	58
2020 Q4	$356K	Sell	4,927 -200	-4%	-$15.5K	0.27%	52
2020 Q3	$399K	Hold	5,127	–	–	0.34%	43
2020 Q2	$369K	Hold	5,127	–	–	0.36%	48
2020 Q1	$400K	Hold	5,127	–	–	0.48%	43
2019 Q4	$464K	Buy	+5,127	New	+$459K	0.48%	45

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

Powell Investment Advisors's ED Position: Q2 2026 in Review

Powell Investment Advisors held its Consolidated Edison (ED) position steady in Q2 2026 at 6,671 shares worth $738K. The position accounts for 0.23% of the portfolio, ranked #60.

Powell Investment Advisors first reported a position in ED in Q4 2019 and has held it in 27 quarters since. The position peaked at $755K in Q1 2026. 726 funds tracked by Wall St. Rank hold ED as of Q2 2026.

Powell Investment Advisors held 6,671 shares of Consolidated Edison worth $738K as of Q2 2026.
Powell Investment Advisors left its Consolidated Edison share count unchanged in Q2 2026.
Consolidated Edison made up 0.23% of Powell Investment Advisors's portfolio in Q2 2026, its #60 holding.
Powell Investment Advisors first reported a position in Consolidated Edison in Q4 2019 and has held it in 27 quarters since.
Powell Investment Advisors's Consolidated Edison position peaked at $755K in Q1 2026.
726 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.