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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
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Citigroup
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VF
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

SWS Partners's ED Position: Q2 2026 in Review

SWS Partners increased its Consolidated Edison (ED) stake by 35% in Q2 2026, buying an estimated $774K and bringing the position to 27,663 shares worth $3.06M. The position accounts for 0.66% of the portfolio, ranked #53.

SWS Partners first reported a position in ED in Q3 2023 and has held it in 12 quarters since. 726 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • SWS Partners held 27,663 shares of Consolidated Edison worth $3.06M as of Q2 2026.
  • SWS Partners bought 7,124 Consolidated Edison shares in Q2 2026, an estimated $774K.
  • Consolidated Edison made up 0.66% of SWS Partners's portfolio in Q2 2026, its #53 holding.
  • SWS Partners first reported a position in Consolidated Edison in Q3 2023 and has held it in 12 quarters since.
  • 726 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on SWS Partners's 13F filing for Q2 2026, filed 3 Aug 2026.