VF
ED icon

Vest Financial’s Consolidated Edison ED Stock Holding History

Vest Financial’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 		$49.7M Sell
448,826
-49,868
-10% -$5.42M 0.52% 84
2026
Q1 		$56.4M Buy
498,694
+14,816
+3% +$1.6M 0.68% 45
2025
Q4 		$48.1M Sell
483,878
-53,428
-10% -$5.3M 0.61% 79
2025
Q3 		$54M Buy
537,306
+62,583
+13% +$6.28M 0.71% 58
2025
Q2 		$47.6M Sell
474,723
-130,396
-22% -$13.8M 0.67% 76
2025
Q1 		$66.9M Buy
605,119
+74,649
+14% +$7.32M 1.04% 12
2024
Q4 		$47.3M Buy
530,470
+21,949
+4% +$2.16M 0.84% 65
2024
Q3 		$53M Buy
508,521
+33,592
+7% +$3.32M 1.02% 39
2024
Q2 		$42.5M Buy
474,929
+52,636
+12% +$4.88M 1.02% 44
2024
Q1 		$38.3M Buy
422,293
+114,559
+37% +$10.3M 1.02% 52
2023
Q4 		$28M Buy
307,734
+74,623
+32% +$6.67M 1.04% 52
2023
Q3 		$19.9M Buy
233,111
+110,229
+90% +$10M 1.09% 49
2023
Q2 		$11M Buy
122,882
+15,215
+14% +$1.45M 1.02% 61
2023
Q1 		$10.3M Sell
107,667
-249
-0.2% -$23.3K 1.4% 28
2022
Q4 		$10.3M Buy
107,916
+9,693
+10% +$882K 1.61% 13
2022
Q3 		$8.42M Buy
98,223
+411
+0.4% +$39.7K 1.59% 25
2022
Q2 		$9.49M Sell
97,812
-4,757
-5% -$453K 1.72% 9
2022
Q1 		$9.71M Buy
102,569
+13,202
+15% +$1.14M 1.76% 9
2021
Q4 		$7.63M Buy
89,367
+18,170
+26% +$1.43M 1.66% 12
2021
Q3 		$5.17M Buy
71,197
+18,897
+36% +$1.41M 1.57% 23
2021
Q2 		$3.75M Buy
52,300
+15,630
+43% +$1.2M 1.42% 62
2021
Q1 		$2.74M Buy
36,670
+10,003
+38% +$704K 1.57% 25
2020
Q4 		$1.93M Buy
+26,667
New +$2.07M 1.29% 65

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
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
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Vest Financial's ED Position: Q2 2026 in Review

Vest Financial reduced its Consolidated Edison (ED) stake by 10% in Q2 2026, selling an estimated $5.42M and leaving 448,826 shares worth $49.7M. The position accounts for 0.52% of the portfolio, ranked #84.

Vest Financial first reported a position in ED in Q4 2020 and has held it in 23 quarters since. The position peaked at $66.9M in Q1 2025. 594 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Vest Financial held 448,826 shares of Consolidated Edison worth $49.7M as of Q2 2026.
  • Vest Financial sold 49,868 Consolidated Edison shares in Q2 2026, an estimated $5.42M.
  • Consolidated Edison made up 0.52% of Vest Financial's portfolio in Q2 2026, its #84 holding.
  • Vest Financial first reported a position in Consolidated Edison in Q4 2020 and has held it in 23 quarters since.
  • Vest Financial's Consolidated Edison position peaked at $66.9M in Q1 2025.
  • 594 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.