WBI Investments’s Consolidated Edison ED Stock Holding History

WBI Investments’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 Q1	–	Sell	-2,295	Closed	-$228K	–	324
2025 Q4	$228K	Buy	+2,295	New	+$228K	0.06%	292
2017 Q3	–	Sell	-19,670	Closed	-$1.59M	–	311
2017 Q2	$1.59M	Buy	19,670 +13,736	+231%	+$1.11M	0.07%	183
2017 Q1	$461K	Buy	5,934 +1,597	+37%	+$120K	0.02%	246
2016 Q4	$320K	Buy	+4,337	New	+$313K	0.01%	261

Other funds holding ED

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

WBI Investments's ED Position: Q1 2026 in Review

WBI Investments sold out of Consolidated Edison (ED) in Q1 2026, closing a stake of 2,295 shares — an estimated $228K sold.

WBI Investments first reported a position in ED in Q4 2016 and held it in 4 quarters. The position peaked at $1.59M in Q2 2017. 1,415 funds tracked by Wall St. Rank hold ED as of Q1 2026.

WBI Investments reported no remaining Consolidated Edison position as of Q1 2026 after selling out during the quarter.
WBI Investments sold 2,295 Consolidated Edison shares in Q1 2026, an estimated $228K.
WBI Investments first reported a position in Consolidated Edison in Q4 2016 and held it in 4 quarters.
WBI Investments's Consolidated Edison position peaked at $1.59M in Q2 2017.
1,415 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.