West Branch Capital’s Consolidated Edison ED Stock Holding History

West Branch Capital’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	$49.8K	Hold	450	–	–	0.01%	140
2026 Q1	$50.9K	Sell	450 -300	-40%	-$32.5K	0.01%	133
2025 Q4	$74.5K	Sell	750 -100	-12%	-$9.92K	0.02%	125
2025 Q3	$85.4K	Hold	850	–	–	0.02%	122
2025 Q2	$85.3K	Sell	850 -750	-47%	-$79.4K	0.03%	120
2025 Q1	$177K	Hold	1,600	–	–	0.06%	83
2024 Q4	$143K	Sell	1,600 -1	-0.1%	-$98	0.05%	97
2024 Q3	$167K	Buy	1,601 +1	+0.1%	+$99	0.06%	93
2024 Q2	$143K	Hold	1,600	–	–	0.05%	98
2024 Q1	$145K	Hold	1,600	–	–	0.06%	100
2023 Q4	$146K	Sell	1,600 -1,050	-40%	-$93.8K	0.07%	90
2023 Q3	$227K	Hold	2,650	–	–	0.12%	74
2023 Q2	$240K	Hold	2,650	–	–	0.12%	73
2023 Q1	$254K	Hold	2,650	–	–	0.14%	68
2022 Q4	$253K	Hold	2,650	–	–	0.16%	65
2022 Q3	$227K	Hold	2,650	–	–	0.14%	71
2022 Q2	$252K	Hold	2,650	–	–	0.15%	70
2022 Q1	$251K	Hold	2,650	–	–	0.12%	74
2021 Q4	$226K	Hold	2,650	–	–	0.1%	82
2021 Q3	$192K	Hold	2,650	–	–	0.09%	86
2021 Q2	$190K	Buy	+2,650	New	+$203K	0.09%	91
2020 Q4	–	Sell	-3,070	Closed	-$239K	–	90
2020 Q3	$239K	Hold	3,070	–	–	0.15%	77
2020 Q2	$221K	Hold	3,070	–	–	0.16%	77
2020 Q1	$239K	Hold	3,070	–	–	0.23%	66
2019 Q4	$278K	Hold	3,070	–	–	0.19%	79
2019 Q3	$290K	Sell	3,070 -200	-6%	-$17.8K	0.21%	68
2019 Q2	$287K	Hold	3,270	–	–	0.24%	75
2019 Q1	$277K	Hold	3,270	–	–	0.25%	68
2018 Q4	$250K	Hold	3,270	–	–	0.26%	65
2018 Q3	$249K	Sell	3,270 -130	-4%	-$10.2K	0.18%	83
2018 Q2	$265K	Hold	3,400	–	–	0.21%	80
2018 Q1	$265K	Buy	+3,400	New	+$264K	0.29%	59

Other funds holding ED

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 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

West Branch Capital's ED Position: Q2 2026 in Review

West Branch Capital held its Consolidated Edison (ED) position steady in Q2 2026 at 450 shares worth $49.8K. The position accounts for 0.01% of the portfolio, ranked #140.

West Branch Capital first reported a position in ED in Q1 2018 and has held it in 32 quarters since. The position peaked at $290K in Q3 2019. 321 funds tracked by Wall St. Rank hold ED as of Q2 2026.

West Branch Capital held 450 shares of Consolidated Edison worth $49.8K as of Q2 2026.
West Branch Capital left its Consolidated Edison share count unchanged in Q2 2026.
Consolidated Edison made up 0.01% of West Branch Capital's portfolio in Q2 2026, its #140 holding.
West Branch Capital first reported a position in Consolidated Edison in Q1 2018 and has held it in 32 quarters since.
West Branch Capital's Consolidated Edison position peaked at $290K in Q3 2019.
321 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.