Victrix Investment Advisors ED — CONSOLIDATED EDISON INC

Ownership history in Victrix Investment Advisors  ·  7 quarters on record

AI Ownership Summary

Victrix Investment Advisors reported CONSOLIDATED EDISON INC (ED) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.19% in 2024 Q4. The latest visible filing shows ED at 0.10% 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.

What this ED ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Victrix Investment Advisors'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 Q2

ED was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2026 Q2

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 Victrix Investment Advisors fund profile Victrix Investment Advisors full holdings
How Victrix Investment Advisors 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 2,117 -571 -21.2% 0.10% $234K 2026-07-08 $112.09
2026 Q1 REDUCED 7.7% +0.0% ❌ 2,688 -225 -7.7% 0.11% $304K 2026-04-09 $114.02
2025 Q4 UNCHANGED — — — 2,913 — 0% 0.11% $289K 2026-02-11 $108.11
2025 Q3 ADDED — — — 2,913 +61 +2.1% 0.16% $293K 2025-11-04 $95.59
2025 Q2 REDUCED — — — 2,852 -136 -4.6% 0.13% $286K 2025-07-18 $97.83
2025 Q1 UNCHANGED — — — 2,988 — 0% 0.17% $330K 2025-04-24 $106.80
2024 Q4 INITIATED — — — 2,988 — — 0.19% $267K 2025-02-14 $90.28

🏢 Other funds also holding ED

As of 2026 Q2 — sorted by position size

David J Yvars Group 3Y 0.41% Meadowbrook Wealth Management, LLC 0.4% ROCKLAND TRUST CO 3Y 7Y 0.4% Value Investment Professionals, LLC 0.24% Castle Rock Wealth Management, LLC 3Y 7Y 0.17% Shulman DeMeo Asset Management LLC 3Y 7Y 0.15% Bison Wealth, LLC 0.12% Breakwater Capital Group 3Y 0.1% Pacific Excel Wealth Advisors, Inc. 0.09% Green Ridge Wealth Planning LLC 0.09%

FAQ About Victrix Investment Advisors and ED

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

How long has Victrix Investment Advisors reported owning ED?

Victrix Investment Advisors reported ED across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported ED position in Victrix Investment Advisors's portfolio?

The largest reported portfolio weight for ED was 0.19% in 2024 Q4.

What is the latest reported ED position on this page?

The most recent filing on this page is 2026 Q2, when Victrix Investment Advisors reported 2,117 shares, equal to 0.10% of portfolio, with an estimated market value of $234K.

What does the chart on this ED ownership page compare?

The chart compares Victrix Investment Advisors'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 Victrix Investment Advisors time their ED position?

Based on 13F filing dates vs. subsequent ED price moves, Victrix Investment Advisors correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on ED relative to SPY over the holding period was -0.7%.

← Back to Victrix Investment Advisors Holdings