Tortoise Investment Management’s Consolidated Edison ED Stock Holding History

Tortoise Investment Management’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
2025 Q4	–	Sell	-472	Closed	-$47.4K	–	585
2025 Q3	$47.4K	Buy	472 +3	+0.6%	+$301	﹤0.01%	404
2025 Q2	$47.1K	Buy	469 +3	+0.6%	+$318	﹤0.01%	390
2025 Q1	$51.5K	Hold	466	–	–	0.01%	369
2024 Q4	$41.6K	Hold	466	–	–	﹤0.01%	444
2024 Q3	$48.5K	Hold	466	–	–	0.01%	411
2024 Q2	$41.7K	Hold	466	–	–	﹤0.01%	414
2024 Q1	$42.3K	Hold	466	–	–	0.01%	402
2023 Q4	$42.4K	Hold	466	–	–	0.01%	377
2023 Q3	$39.9K	Hold	466	–	–	0.01%	369
2023 Q2	$42.1K	Hold	466	–	–	0.01%	365
2023 Q1	$44.6K	Hold	466	–	–	0.01%	345
2022 Q4	$44.4K	Hold	466	–	–	0.01%	344
2022 Q3	$40K	Hold	466	–	–	0.01%	336
2022 Q2	$44K	Hold	466	–	–	0.01%	319
2022 Q1	$44K	Sell	466 -330	-41%	-$28.5K	0.01%	321
2021 Q4	$68K	Buy	796 +333	+72%	+$26.2K	0.01%	262
2021 Q3	$34K	Sell	463 -166	-26%	-$12.4K	0.01%	319
2021 Q2	$45K	Buy	629 +166	+36%	+$12.7K	0.01%	285
2021 Q1	$35K	Hold	463	–	–	0.01%	290
2020 Q4	$33K	Hold	463	–	–	0.01%	278
2020 Q3	$36K	Buy	463 +200	+76%	+$14.8K	0.01%	255
2020 Q2	$19K	Hold	263	–	–	﹤0.01%	304
2020 Q1	$21K	Hold	263	–	–	0.01%	284
2019 Q4	$24K	Hold	263	–	–	0.01%	297
2019 Q3	$25K	Hold	263	–	–	0.01%	292
2019 Q2	$23K	Hold	263	–	–	0.01%	326
2019 Q1	$22K	Hold	263	–	–	0.01%	313
2018 Q4	$20K	Hold	263	–	–	0.01%	310
2018 Q3	$20K	Hold	263	–	–	0.01%	325
2018 Q2	$21K	Hold	263	–	–	0.01%	326
2018 Q1	$20K	Hold	263	–	–	0.01%	323
2017 Q4	$22K	Hold	263	–	–	0.01%	313
2017 Q3	$21K	Hold	263	–	–	0.01%	299
2017 Q2	$21K	Hold	263	–	–	0.01%	288
2017 Q1	$20K	Sell	263 -100	-28%	-$7.52K	0.01%	272
2016 Q4	$27K	Buy	363 +100	+38%	+$7.23K	0.01%	244
2016 Q3	$20K	Sell	263 -1,000	-79%	-$77.7K	0.01%	249
2016 Q2	$102K	Buy	1,263 +1,000	+380%	+$75.1K	0.04%	135
2016 Q1	$20K	Hold	263	–	–	0.01%	245
2015 Q4	$17K	Hold	263	–	–	0.01%	272
2015 Q3	$18K	Sell	263 -2,200	-89%	-$139K	0.01%	260
2015 Q2	$143K	Hold	2,463	–	–	0.05%	128
2015 Q1	$150K	Hold	2,463	–	–	0.06%	128
2014 Q4	$163K	Hold	2,463	–	–	0.07%	119
2014 Q3	$140K	Hold	2,463	–	–	0.06%	123
2014 Q2	$142K	Hold	2,463	–	–	0.06%	120
2014 Q1	$132K	Hold	2,463	–	–	0.06%	118
2013 Q4	$136K	Hold	2,463	–	–	0.07%	108
2013 Q3	$136K	Hold	2,463	–	–	0.08%	98
2013 Q2	$144K	Buy	+2,463	New	+$148K	0.1%	85

Other funds holding ED

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Tortoise Investment Management's ED Position: Q4 2025 in Review

Tortoise Investment Management sold out of Consolidated Edison (ED) in Q4 2025, closing a stake of 472 shares — an estimated $47.4K sold.

Tortoise Investment Management first reported a position in ED in Q2 2013 and held it in 50 quarters. The position peaked at $163K in Q4 2014. 1,362 funds tracked by Wall St. Rank hold ED as of Q4 2025.

Tortoise Investment Management reported no remaining Consolidated Edison position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 472 Consolidated Edison shares in Q4 2025, an estimated $47.4K.
Tortoise Investment Management first reported a position in Consolidated Edison in Q2 2013 and held it in 50 quarters.
Tortoise Investment Management's Consolidated Edison position peaked at $163K in Q4 2014.
1,362 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.