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Secured Retirement Advisors’s Consolidated Edison ED Stock Holding History

Secured Retirement 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 		– Sell
-33,161
Closed -$3.75M – 140
2026
Q1 		$3.75M Sell
33,161
-473
-1% -$51.2K 2.12% 8
2025
Q4 		$3.34M Buy
33,634
+1,551
+5% +$154K 1.87% 9
2025
Q3 		$3.22M Buy
32,083
+8,862
+38% +$889K 1.8% 9
2025
Q2 		$2.33M Buy
23,221
+8,529
+58% +$903K 1.39% 14
2025
Q1 		$1.62M Buy
+14,692
New +$1.44M 1.05% 23

Other funds holding ED

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Secured Retirement Advisors's ED Position: Q2 2026 in Review

Secured Retirement Advisors sold out of Consolidated Edison (ED) in Q2 2026, closing a stake of 33,161 shares — an estimated $3.75M sold.

Secured Retirement Advisors first reported a position in ED in Q1 2025 and held it in 5 quarters. The position peaked at $3.75M in Q1 2026. 289 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Secured Retirement Advisors reported no remaining Consolidated Edison position as of Q2 2026 after selling out during the quarter.
  • Secured Retirement Advisors sold 33,161 Consolidated Edison shares in Q2 2026, an estimated $3.75M.
  • Secured Retirement Advisors first reported a position in Consolidated Edison in Q1 2025 and held it in 5 quarters.
  • Secured Retirement Advisors's Consolidated Edison position peaked at $3.75M in Q1 2026.
  • 289 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.