Valued Wealth Advisors’s Consolidated Edison ED Stock Holding History

Valued Wealth 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	$3.77K	Sell	34 -21	-38%	-$2.28K	﹤0.01%	514
2026 Q1	$6.23K	Buy	55 +54	+5,400%	+$5.85K	﹤0.01%	358
2025 Q4	$103	Hold	1	–	–	﹤0.01%	616
2025 Q3	$104	Hold	1	–	–	﹤0.01%	599
2025 Q2	$102	Hold	1	–	–	﹤0.01%	606
2025 Q1	$112	Hold	1	–	–	﹤0.01%	639
2024 Q4	$90	Hold	1	–	–	﹤0.01%	636
2024 Q3	$105	Hold	1	–	–	﹤0.01%	627
2024 Q2	$90	Hold	1	–	–	﹤0.01%	601
2024 Q1	$91	Sell	1 -2	-67%	-$179	﹤0.01%	594
2023 Q4	$257	Buy	+3	New	+$268	﹤0.01%	482

Other funds holding ED

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

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Valued Wealth Advisors's ED Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Consolidated Edison (ED) stake by 38% in Q2 2026, selling an estimated $2.28K and leaving 34 shares worth $3.77K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

Valued Wealth Advisors first reported a position in ED in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.23K in Q1 2026. 403 funds tracked by Wall St. Rank hold ED as of Q2 2026.

Valued Wealth Advisors held 34 shares of Consolidated Edison worth $3.77K as of Q2 2026.
Valued Wealth Advisors sold 21 Consolidated Edison shares in Q2 2026, an estimated $2.28K.
Consolidated Edison made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #514 holding.
Valued Wealth Advisors first reported a position in Consolidated Edison in Q4 2023 and has held it in 11 quarters since.
Valued Wealth Advisors's Consolidated Edison position peaked at $6.23K in Q1 2026.
403 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.