Virtus Investment Advisers’s Consolidated Edison ED Stock Holding History

Virtus Investment Advisers’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 Q1	–	Sell	-971	Closed	-$86.6K	–	538
2024 Q4	$86.6K	Hold	971	–	–	0.07%	277
2024 Q3	$101K	Hold	971	–	–	0.08%	249
2024 Q2	$86.8K	Sell	971 -505	-34%	-$46.8K	0.07%	245
2024 Q1	$134K	Sell	1,476 -157	-10%	-$14.1K	0.1%	223
2023 Q4	$149K	Hold	1,633	–	–	0.11%	218
2023 Q3	$140K	Sell	1,633 -191	-10%	-$17.4K	0.1%	202
2023 Q2	$165K	Hold	1,824	–	–	0.11%	207
2023 Q1	$175K	Hold	1,824	–	–	0.12%	201
2022 Q4	$174K	Hold	1,824	–	–	0.12%	208
2022 Q3	$156K	Buy	+1,824	New	+$176K	0.07%	237
2017 Q4	–	Sell	-18,338	Closed	-$1.48M	–	513
2017 Q3	$1.48M	Sell	18,338 -2,818	-13%	-$233K	0.16%	177
2017 Q2	$1.71M	Buy	21,156 +13,227	+167%	+$1.07M	0.17%	170
2017 Q1	$616K	Sell	7,929 -20,547	-72%	-$1.54M	0.05%	300
2016 Q4	$2.1M	Sell	28,476 -28,293	-50%	-$2.04M	0.16%	176
2016 Q3	$4.28M	Buy	+56,769	New	+$4.41M	0.27%	123

Other funds holding ED

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Virtus Investment Advisers's ED Position: Q1 2025 in Review

Virtus Investment Advisers sold out of Consolidated Edison (ED) in Q1 2025, closing a stake of 971 shares — an estimated $86.6K sold.

Virtus Investment Advisers first reported a position in ED in Q3 2016 and held it in 15 quarters. The position peaked at $4.28M in Q3 2016. 1,300 funds tracked by Wall St. Rank hold ED as of Q1 2025.

Virtus Investment Advisers reported no remaining Consolidated Edison position as of Q1 2025 after selling out during the quarter.
Virtus Investment Advisers sold 971 Consolidated Edison shares in Q1 2025, an estimated $86.6K.
Virtus Investment Advisers first reported a position in Consolidated Edison in Q3 2016 and held it in 15 quarters.
Virtus Investment Advisers's Consolidated Edison position peaked at $4.28M in Q3 2016.
1,300 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2025.

Based on Virtus Investment Advisers's 13F filing for Q1 2025, filed 15 May 2025.