SWS Partners
ED icon

SWS Partners’s Consolidated Edison ED Stock Holding History

SWS Partners’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
Q3 		$2.77M Sell
27,069
-594
-2% -$64.4K 0.59% 60
2026
Q2 		$3.06M Buy
27,663
+7,124
+35% +$774K 0.66% 53
2026
Q1 		$2.32M Sell
20,539
-1,349
-6% -$146K 0.57% 61
2025
Q4 		$2.17M Buy
21,888
+4,200
+24% +$417K 0.52% 71
2025
Q3 		$1.78M Buy
17,688
+757
+4% +$76K 0.43% 77
2025
Q2 		$1.7M Sell
16,931
-1,021
-6% -$108K 0.46% 78
2025
Q1 		$1.99M Sell
17,952
-2,611
-13% -$256K 0.65% 60
2024
Q4 		$1.83M Buy
20,563
+2,150
+12% +$212K 0.56% 69
2024
Q3 		$1.92M Sell
18,413
-8,213
-31% -$812K 0.61% 67
2024
Q2 		$2.38M Buy
26,626
+501
+2% +$46.5K 0.71% 54
2024
Q1 		$2.37M Buy
26,125
+1,861
+8% +$167K 0.71% 61
2023
Q4 		$2.21M Buy
24,264
+273
+1% +$24.4K 0.72% 60
2023
Q3 		$2.05M Buy
+23,991
New +$2.19M 0.76% 57

Other funds holding ED

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

SWS Partners's ED Position: Q3 2026 in Review

SWS Partners reduced its Consolidated Edison (ED) stake by 2.1% in Q3 2026, selling an estimated $64.4K and leaving 27,069 shares worth $2.77M. The position accounts for 0.59% of the portfolio, ranked #60.

SWS Partners first reported a position in ED in Q3 2023 and has held it in 13 quarters since. The position peaked at $3.06M in Q2 2026. 1,211 funds tracked by Wall St. Rank hold ED as of Q3 2026.

  • SWS Partners held 27,069 shares of Consolidated Edison worth $2.77M as of Q3 2026.
  • SWS Partners sold 594 Consolidated Edison shares in Q3 2026, an estimated $64.4K.
  • Consolidated Edison made up 0.59% of SWS Partners's portfolio in Q3 2026, its #60 holding.
  • SWS Partners first reported a position in Consolidated Edison in Q3 2023 and has held it in 13 quarters since.
  • SWS Partners's Consolidated Edison position peaked at $3.06M in Q2 2026.
  • 1,211 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2026.

Based on SWS Partners's 13F filing for Q3 2026, filed 26 Oct 2026.