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Wealthcare Advisory Partners’s Consolidated Edison ED Stock Holding History

Wealthcare Advisory Partners’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 		$1.13M Sell
10,209
-1,229
-11% -$134K 0.02% 487
2026
Q1 		$1.29M Buy
11,438
+180
+2% +$19.5K 0.03% 455
2025
Q4 		$1.12M Buy
11,258
+6,981
+163% +$693K 0.02% 483
2025
Q3 		$430K Sell
4,277
-225
-5% -$22.6K 0.01% 716
2025
Q2 		$452K Buy
4,502
+753
+20% +$79.7K 0.01% 671
2025
Q1 		$415K Buy
3,749
+1,043
+39% +$102K 0.01% 634
2024
Q4 		$241K Sell
2,706
-521
-16% -$51.3K 0.01% 782
2024
Q3 		$336K Buy
3,227
+626
+24% +$61.9K 0.01% 679
2024
Q2 		$233K Buy
2,601
+235
+10% +$21.8K 0.01% 748
2024
Q1 		$215K Sell
2,366
-19
-0.8% -$1.7K 0.01% 757
2023
Q4 		$217K Buy
+2,385
New +$213K 0.01% 702
2023
Q3 		– Sell
-2,409
Closed -$218K – 708
2023
Q2 		$218K Sell
2,409
-587
-20% -$56.1K 0.01% 651
2023
Q1 		$287K Buy
2,996
+268
+10% +$25.1K 0.01% 588
2022
Q4 		$260K Buy
2,728
+60
+2% +$5.46K 0.01% 573
2022
Q3 		$229K Buy
2,668
+186
+7% +$17.9K 0.01% 542
2022
Q2 		$236K Buy
2,482
+82
+3% +$7.81K 0.01% 485
2022
Q1 		$227K Sell
2,400
-299
-11% -$25.8K 0.01% 487
2021
Q4 		$230K Buy
+2,699
New +$212K 0.01% 511
2021
Q2 		– Sell
-2,299
Closed -$172K – 889
2021
Q1 		$172K Buy
+2,299
New +$162K 0.01% 517
2020
Q2 		– Sell
-2,275
Closed -$177K – 587
2020
Q1 		$177K Sell
2,275
-400
-15% -$35.1K 0.03% 276
2019
Q4 		$242K Buy
2,675
+1
+0% +$90 0.03% 266
2019
Q3 		$253K Sell
2,674
-169
-6% -$15K 0.04% 233
2019
Q2 		$249K Sell
2,843
-58
-2% -$5K 0.04% 236
2019
Q1 		$246K Sell
2,901
-1,866
-39% -$149K 0.04% 210
2018
Q4 		$364K Buy
4,767
+3
+0.1% +$235 0.07% 140
2018
Q3 		$363K Sell
4,764
-270
-5% -$21.3K 0.07% 157
2018
Q2 		$393K Buy
5,034
+3,568
+243% +$273K 0.08% 140
2018
Q1 		$114K Buy
1,466
+242
+20% +$18.8K 0.03% 257
2017
Q4 		$104K Buy
1,224
+2
+0.2% +$172 0.03% 248
2017
Q3 		$99K Buy
+1,222
New +$101K 0.03% 214

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

Wealthcare Advisory Partners's ED Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Consolidated Edison (ED) stake by 11% in Q2 2026, selling an estimated $134K and leaving 10,209 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #487.

Wealthcare Advisory Partners first reported a position in ED in Q3 2017 and has held it in 30 quarters since. The position peaked at $1.29M in Q1 2026. 321 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Wealthcare Advisory Partners held 10,209 shares of Consolidated Edison worth $1.13M as of Q2 2026.
  • Wealthcare Advisory Partners sold 1,229 Consolidated Edison shares in Q2 2026, an estimated $134K.
  • Consolidated Edison made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #487 holding.
  • Wealthcare Advisory Partners first reported a position in Consolidated Edison in Q3 2017 and has held it in 30 quarters since.
  • Wealthcare Advisory Partners's Consolidated Edison position peaked at $1.29M in Q1 2026.
  • 321 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.