CONSOLIDATED EDISON INC (ED)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
56
Reporting holders
$28.5M
Reported value
0.0%
Calls
0.0%
Puts
-1,381
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ROCKLAND TRUST CO | $9.3M | 90,834 | 0.36% | 32q | -1.4%-$133.0K |
| Farther Finance Advisors, LLC | $1.8M | 17,843 | 0.01% | 16q | -0.7%-$13.7K |
| GAMMA Investing LLC | $1.6M | 16,041 | 0.06% | 12q | HELD |
| Monument Capital Management | $1.3M | 12,695 | 0.27% | 11q | +3.7%+$46.2K |
| Wedmont Private Capital | $1.1M | 10,847 | 0.03% | 19q | +4.3%+$47.7K |
| Avidian Wealth Enterprises, LLC | $1.1M | 11,170 | 0.03% | 31q | -1.3%-$14.5K |
| Apella Capital, LLC | $944.5K | 9,026 | 0.01% | 7q | +4.7%+$42.7K |
| ARMSTRONG ADVISORY GROUP, INC | $833.9K | 8,159 | 0.05% | 16q | -4.7%-$41.0K |
| David J Yvars Group | $806.4K | 7,890 | 0.37% | 24q | HELD |
| Castle Rock Wealth Management, LLC | $797.3K | 7,585 | 0.15% | 24q | HELD |
| Shulman DeMeo Asset Management LLC | $746.5K | 7,221 | 0.15% | 21q | HELD |
| Breakwater Capital Group | $743.1K | 7,271 | 0.09% | 16q | -5.4%-$42.4K |
| CoreCap Advisors, LLC | $706.8K | 6,914 | 0.02% | 9q | +8.1%+$53.2K |
| Venture Visionary Partners LLC | $642.2K | 6,283 | 0.02% | 23q | HELD |
| Versant Capital Management, Inc | $544.7K | 5,329 | 0.05% | 32q | -11.7%-$72.4K |
| Douglas Lane & Associates, LLC | $461.0K | 4,510 | 0.01% | 32q | -2.7%-$12.9K |
| Valeo Financial Advisors, LLC | $427.9K | 4,187 | 0.01% | 16q | -4.1%-$18.1K |
| Cooper Financial Group | $387.7K | 3,794 | 0.03% | 10q | +1.7%+$6.5K |
| EASTERN BANK | $368.1K | 3,601 | 0.01% | 9q | HELD |
| Meadowbrook Wealth Management, LLC | $346.2K | 3,387 | 0.36% | 5q | HELD |
| Coastline Trust Co | $337.3K | 3,300 | 0.03% | 32q | HELD |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $317.1K | 3,102 | 0.00% | 16q | +7.2%+$21.3K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $306.9K | 3,003 | 0.03% | 6q | HELD |
| PARK NATIONAL CORP /OH/ | $293.1K | 2,868 | 0.01% | 3q | +168.0%+$183.8K |
| Bullock Wealth Management Group | $248.4K | 2,400 | 0.10% | 11q | HELD |
| Bath Savings Trust Co | $240.4K | 2,353 | 0.02% | 20q | HELD |
| Bill Few Associates, Inc. | $207.2K | 2,027 | 0.04% | 3q | HELD |
| Emprise Bank | $204.4K | 2,000 | 0.08% | 3q | HELD |
| Montecito Bank & Trust | $201.2K | 1,968 | 0.03% | 10q | HELD |
| Rosenberg Matthew Hamilton | $184.3K | 1,803 | 0.03% | 27q | HELD |
| Bangor Savings Bank | $177.9K | 1,741 | 0.01% | 18q | -2.6%-$4.8K |
| ELEVATION WEALTH PARTNERS, LLC | $149.3K | 1,461 | 0.04% | 5q | +36.3%+$39.8K |
| MassMutual Private Wealth & Trust, FSB | $111.0K | 1,086 | 0.00% | 32q | -11.8%-$14.8K |
| FIRST COMMUNITY TRUST NA | $71.5K | 700 | 0.02% | 20q | HELD |
| Central Pacific Bank - Trust Division | $66.4K | 650 | 0.01% | 11q | HELD |
| Gladwyn Financial Advisors, Inc. | $54.3K | 531 | 0.03% | 6q | HELD |
| Hickory Point Bank & Trust | $45.5K | 445 | 0.03% | 3q | HELD |
| GoalVest Advisory LLC | $31.3K | 306 | 0.01% | 4q | +80.0%+$13.9K |
| Dorato Capital Management | $28.9K | 277 | 0.02% | 4q | HELD |
| Wealth Enhancement Trust Services, Inc. | $24.1K | 236 | 0.00% | 4q | -20.8%-$6.3K |
| ATWOOD & PALMER INC | $23.7K | 232 | 0.00% | 32q | HELD |
| Byrne Asset Management LLC | $22.3K | 215 | 0.01% | 20q | HELD |
| Grove Bank & Trust | $14.0K | 137 | 0.00% | 9q | +39.8%+$4.0K |
| Trust Co | $13.3K | 130 | 0.00% | 6q | HELD |
| GK Wealth Management LLC | $11.4K | 111 | 0.01% | new | NEW |
| Mn Services Vermogensbeheer B.V. | $11.0K | 107,327 | 0.08% | 25q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $10.2K | 100 | 0.01% | 4q | HELD |
| STEPH & CO | $8.2K | 80 | 0.00% | 28q | HELD |
| Marquette Asset Management, LLC | $5.2K | 51 | 0.00% | 5q | -13.6% |
| Bank of New Hampshire | $5.1K | 50 | 0.00% | 19q | -50.0%-$5.1K |
| Roxbury Financial LLC | $3.9K | 38 | 0.00% | 8q | HELD |
| Retirement Wealth Solutions LLC | $3.9K | 38 | 0.00% | 5q | +111.1%+$2.0K |
| TOTH FINANCIAL ADVISORY CORP | $3.8K | 37 | 0.00% | 7q | HELD |
| AMERICAN NATIONAL BANK & TRUST | $3.1K | 30 | 0.00% | 5q | HELD |
| Pacifica Partners Inc. | $3.0K | 29 | 0.00% | 28q | HELD |
| Planning Strategies Inc. | $2.2K | 22 | 0.00% | 2q | +4.8% |
| Davis Capital Management | $818 | 8 | 0.00% | 5q | -33.3% |
| CX Institutional | $490 | 4,793 | 0.01% | 7q | +21.6% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 56 | $28.5M | 278,152 | 1 | 12 | 14 | 0.0% |
| Q2 2026 | 1,437 | $35.3B | 315,122,868 | 112 | 555 | 358 | 0.5% |
| Q1 2026 | 1,426 | $30.6B | 264,692,245 | 160 | 499 | 369 | 0.5% |
| Q4 2025 | 1,369 | $26.0B | 260,805,861 | 105 | 452 | 379 | 0.5% |
| Q3 2025 | 1,317 | $25.7B | 254,330,601 | 105 | 475 | 355 | 0.8% |
| Q2 2025 | 1,314 | $26.0B | 255,640,330 | 113 | 462 | 342 | 1.2% |
| Q1 2025 | 1,316 | $28.6B | 256,073,832 | 190 | 384 | 400 | 0.9% |
| Q4 2024 | 1,236 | $22.2B | 247,593,000 | 93 | 395 | 326 | 0.7% |
| Q3 2024 | 1,210 | $24.8B | 236,997,886 | 132 | 341 | 382 | 0.7% |
| Q2 2024 | 1,149 | $21.5B | 238,695,025 | 72 | 367 | 363 | 0.6% |
| Q1 2024 | 1,148 | $22.2B | 243,721,474 | 73 | 357 | 392 | 0.6% |
| Q4 2023 | 1,157 | $21.6B | 235,422,674 | 95 | 336 | 370 | 0.9% |
| Q3 2023 | 1,082 | $19.6B | 227,315,213 | 76 | 308 | 364 | 0.9% |
| Q2 2023 | 1,114 | $20.6B | 226,283,824 | 80 | 340 | 363 | 0.7% |
| Q1 2023 | 1,105 | $22.5B | 233,473,175 | 83 | 348 | 314 | 0.8% |
| Q4 2022 | 1,108 | $23.4B | 243,371,960 | 109 | 335 | 299 | 1.0% |
| Q3 2022 | 1,033 | $20.5B | 235,856,915 | 66 | 349 | 262 | 1.1% |
| Q2 2022 | 1,078 | $22.4B | 232,907,411 | 75 | 343 | 320 | 1.1% |
| Q1 2022 | 1,076 | $22.0B | 230,246,621 | 113 | 329 | 325 | 1.2% |
| Q4 2021 | 1,034 | $20.5B | 229,583,351 | 108 | 307 | 302 | 4.9% |
| Q3 2021 | 937 | $16.2B | 221,298,957 | 58 | 345 | 251 | 1.2% |
| Q2 2021 | 964 | $15.9B | 218,879,980 | 83 | 331 | 272 | 1.6% |
| Q1 2021 | 947 | $16.0B | 211,727,307 | 75 | 294 | 322 | 1.2% |
| Q4 2020 | 971 | $15.4B | 209,852,934 | 91 | 296 | 296 | 1.8% |
| Q3 2020 | 892 | $16.8B | 212,672,794 | 72 | 281 | 278 | 1.6% |
| Q2 2020 | 897 | $14.7B | 201,279,265 | 72 | 245 | 325 | 1.3% |
| Q1 2020 | 922 | $16.3B | 207,196,306 | 71 | 267 | 343 | 1.0% |
| Q4 2019 | 975 | $19.0B | 208,203,973 | 45 | 263 | 282 | 0.8% |
| Q3 2019 | 943 | $19.4B | 203,793,715 | 77 | 291 | 270 | 0.7% |
| Q2 2019 | 928 | $18.0B | 203,507,303 | 67 | 307 | 255 | 0.9% |
| Q1 2019 | 947 | $16.9B | 198,760,448 | 90 | 296 | 277 | 0.7% |
| Q4 2018 | 914 | $15.5B | 202,409,318 | 10 | 14 | 14 | 0.8% |