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Venturi Wealth Management’s Consolidated Edison ED Stock Holding History

Venturi Wealth 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
2026
Q2 		$876K Buy
7,921
+1,195
+18% +$130K 0.03% 249
2026
Q1 		$761K Buy
6,726
+417
+7% +$45.2K 0.03% 250
2025
Q4 		$627K Buy
6,309
+830
+15% +$82.4K 0.03% 290
2025
Q3 		$551K Buy
5,479
+430
+9% +$43.1K 0.03% 317
2025
Q2 		$507K Sell
5,049
-62
-1% -$6.56K 0.03% 323
2025
Q1 		$565K Buy
5,111
+318
+7% +$31.2K 0.03% 308
2024
Q4 		$428K Buy
4,793
+4,121
+613% +$406K 0.02% 366
2024
Q3 		$70K Sell
672
-23
-3% -$2.27K ﹤0.01% 666
2024
Q2 		$62.1K Buy
695
+214
+44% +$19.8K ﹤0.01% 611
2024
Q1 		$43.7K Sell
481
-75
-13% -$6.72K ﹤0.01% 526
2023
Q4 		$50.6K Buy
556
+79
+17% +$7.06K ﹤0.01% 488
2023
Q3 		$40.8K Buy
477
+183
+62% +$16.7K ﹤0.01% 504
2023
Q2 		$26.6K Hold
294
– – ﹤0.01% 507
2023
Q1 		$28.1K Buy
+294
New +$27.5K ﹤0.01% 543
2020
Q2 		– Sell
-3,799
Closed -$296K – 255
2020
Q1 		$296K Buy
+3,799
New +$333K 0.05% 188

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
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

Venturi Wealth Management's ED Position: Q2 2026 in Review

Venturi Wealth Management increased its Consolidated Edison (ED) stake by 18% in Q2 2026, buying an estimated $130K and bringing the position to 7,921 shares worth $876K. The position accounts for 0.03% of the portfolio, ranked #249.

Venturi Wealth Management first reported a position in ED in Q1 2020 and has held it in 15 quarters since. 321 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Venturi Wealth Management held 7,921 shares of Consolidated Edison worth $876K as of Q2 2026.
  • Venturi Wealth Management bought 1,195 Consolidated Edison shares in Q2 2026, an estimated $130K.
  • Consolidated Edison made up 0.03% of Venturi Wealth Management's portfolio in Q2 2026, its #249 holding.
  • Venturi Wealth Management first reported a position in Consolidated Edison in Q1 2020 and has held it in 15 quarters since.
  • 321 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.