TI-TRUST, INC ED — Consolidated Edison Inc.

Ownership history in TI-TRUST, INC  ·  19 quarters on record

AI Ownership Summary

TI-TRUST, INC reported Consolidated Edison Inc. (ED) in 19 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.1% in 2024 Q3. The latest visible filing shows ED at 0.98% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ED ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TI-TRUST, INC's position in Consolidated Edison Inc., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ED was reported at 0.98% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.1% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ED stock page TI-TRUST, INC fund profile TI-TRUST, INC full holdings
How TI-TRUST, INC held ED — position size vs. price
% of Fund (quarterly)    ED price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 14,608 — 0% 0.98% $1.7M 2026-04-28 $109.49
2025 Q4 REDUCED — — — 14,608 -57 -0.4% 0.90% $1.5M 2026-01-23 $103.06
2025 Q3 ADDED — — — 14,665 +57 +0.4% 0.93% $1.5M 2025-10-22 $100.31
2025 Q2 UNCHANGED — — — 14,608 — 0% 0.98% $1.5M 2025-07-23 $100.08
2025 Q1 REDUCED — — — 14,608 -180 -1.2% 1.07% $1.6M 2025-04-23 $108.89
2024 Q4 UNCHANGED — — — 14,788 — 0% 0.88% $1.3M 2025-01-22 $87.06
2024 Q3 UNCHANGED — — — 14,788 — 0% 1.10% $1.5M 2024-11-04 $94.28
2024 Q2 ADDED — — — 14,788 +4,575 +44.8% 1.02% $1.3M 2024-07-26 $90.96
2024 Q1 UNCHANGED — — — 10,213 — 0% 0.68% $927K 2024-04-25 $88.00
2023 Q4 UNCHANGED — — — 10,213 — 0% 0.82% $929K 2024-02-07 $82.89
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ED

As of 2026 Q1 — sorted by position size

High Point Wealth Management, LLC 2.51% Welch Group, LLC 3Y 7Y 2.25% SECURED RETIREMENT ADVISORS, LLC 2.12% Dougherty & Associates, LLC 2.07% RD Lewis Holdings, Inc. 1.86% Harrington Investments, INC 3Y 7Y 1.64% Cherokee Insurance Co 1.61% Coston, McIsaac & Partners 3Y 1.6% American State Bank (Iowa) 1.01% Meadowbrook Wealth Management, LLC 0.73%

FAQ About TI-TRUST, INC and ED

These are the practical questions this page is built to answer before you even open the full history table.

How long has TI-TRUST, INC reported owning ED?

TI-TRUST, INC reported ED across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ED position in TI-TRUST, INC's portfolio?

The largest reported portfolio weight for ED was 1.10% in 2024 Q3.

What is the latest reported ED position on this page?

The most recent filing on this page is 2026 Q1, when TI-TRUST, INC reported 14,608 shares, equal to 0.98% of portfolio, with an estimated market value of $1.7M.

What does the chart on this ED ownership page compare?

The chart compares TI-TRUST, INC's quarterly ED portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did TI-TRUST, INC time their ED position?

Based on 13F filing dates vs. subsequent ED price moves, TI-TRUST, INC correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on ED relative to SPY over the holding period was -1.9%.

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