West Financial Advisors’s Consolidated Edison ED Stock Holding History

West Financial Advisors’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	$52.2K	Hold	472	–	–	0.01%	102
2026 Q1	$53.4K	Hold	472	–	–	0.01%	93
2025 Q4	$46.9K	Hold	472	–	–	0.01%	98
2025 Q3	$47.4K	Hold	472	–	–	0.01%	104
2025 Q2	$47.4K	Hold	472	–	–	0.01%	103
2025 Q1	$52.2K	Hold	472	–	–	0.01%	96
2024 Q4	$42.1K	Hold	472	–	–	0.01%	102
2024 Q3	$49.1K	Hold	472	–	–	0.01%	88
2024 Q2	$42.2K	Hold	472	–	–	0.01%	84
2024 Q1	$42.9K	Hold	472	–	–	0.01%	86
2023 Q4	$42.9K	Hold	472	–	–	0.01%	87
2023 Q3	$40.4K	Hold	472	–	–	0.01%	87
2023 Q2	$42.7K	Buy	472 +70	+17%	+$6.69K	0.01%	84
2023 Q1	$38.5K	Hold	402	–	–	0.01%	84
2022 Q4	$38.3K	Hold	402	–	–	0.01%	82
2022 Q3	$34K	Hold	402	–	–	0.01%	110
2022 Q2	$38K	Sell	402 -142	-26%	-$13.5K	0.01%	105
2022 Q1	$52K	Hold	544	–	–	0.01%	102
2021 Q4	$46K	Buy	544 +142	+35%	+$11.2K	0.01%	112
2021 Q3	$29K	Hold	402	–	–	0.01%	113
2021 Q2	$29K	Hold	402	–	–	0.01%	104
2021 Q1	$30K	Hold	402	–	–	0.01%	103
2020 Q4	$29K	Buy	+402	New	+$31.2K	0.01%	100

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 Financial Advisors's ED Position: Q2 2026 in Review

West Financial Advisors held its Consolidated Edison (ED) position steady in Q2 2026 at 472 shares worth $52.2K. The position accounts for 0.01% of the portfolio, ranked #102.

West Financial Advisors first reported a position in ED in Q4 2020 and has held it in 23 quarters since. The position peaked at $53.4K in Q1 2026. 321 funds tracked by Wall St. Rank hold ED as of Q2 2026.

West Financial Advisors held 472 shares of Consolidated Edison worth $52.2K as of Q2 2026.
West Financial Advisors left its Consolidated Edison share count unchanged in Q2 2026.
Consolidated Edison made up 0.01% of West Financial Advisors's portfolio in Q2 2026, its #102 holding.
West Financial Advisors first reported a position in Consolidated Edison in Q4 2020 and has held it in 23 quarters since.
West Financial Advisors's Consolidated Edison position peaked at $53.4K in Q1 2026.
321 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.