ED — CONSOLIDATED EDISON INC
申报持仓市值$18.30B
持有基金数（最新）49
板块公用事业
指数成分： S&P 500
持有基金数 (Q2 2026)42
机构持仓市值$13.69B · 129.36M 股
新建/增持/减仓/清仓2 / 23 / 15 / 2
前五大/前十大集中度59.0% / 75.5%
机构整体持仓变动
增持 +13.5%
(+15.37M 股)
机构持仓市值变动
上升 +11.2%
截至Q2 2026，共 42 家机构在其最新 13F 申报中持有 ED（CONSOLIDATED EDISON INC），合计申报市值 $13.69B，对应 129.36M 股。按股数计算较上季度增持 13.5%（+15.37M 股），申报市值环比上升 11.2%。持仓集中度较高：前五大持有人占申报市值的 59.0%，前十大的集中度为 75.5%。
与上一季度相比，2 家新建仓位、23 家加仓、15 家减仓、2 家清仓退出。13F 数据为季末快照，以上变动反映的是 Q2 2026 末的持仓状态，并非实时交易。
ED 是 S&P 500 的成分股，属于Utilities板块。
本页所有数据均来自美国证监会（SEC）13F 季度申报。13F 申报人需在季度结束后 45 天内披露 10 万美元以上的多头持仓；空头、期权对冲与季度内交易不在其列，因此这些数字反映的是机构持仓的季度快照，而非实时仓位。
| 基金 | 季度 | 股数 | 市值 | 组合权重 | 变动 |
|---|---|---|---|---|---|
| BlackRock Inc 历史持仓 | Q2 2026 | 41.67M | $4.61B | 0.07% | 增持 |
| Vanguard Group 历史持仓 | Q4 2025 | 45.64M | $4.53B | 0.07% | 增持 |
| Geode Capital Management 历史持仓 | Q2 2026 | 10.69M | $1.18B | 0.06% | 增持 |
| Lazard Asset Management 历史持仓 | Q2 2026 | 8.42M | $931.36M | 1.45% | 增持 |
| Deutsche Bank AG 历史持仓 | Q2 2026 | 6.77M | $749.18M | 0.23% | 增持 |
| Morgan Stanley 历史持仓 | Q2 2026 | 5.52M | $610.46M | 0.03% | 增持 |
| Norges Bank Investment Management 历史持仓 | Q2 2026 | 4.67M | $516.78M | 0.05% | 减持 |
| Legal & General Investment Management America 历史持仓 | Q2 2026 | 4.47M | $494.35M | 0.10% | 减持 |
| Northern Trust Corp 历史持仓 | Q2 2026 | 3.97M | $439.46M | 0.05% | 增持 |
| Invesco Ltd 历史持仓 | Q2 2026 | 3.73M | $412.26M | 0.03% | 增持 |
| AQR Capital Management 历史持仓 | Q2 2026 | 3.56M | $393.52M | 0.14% | 增持 |
| Goldman Sachs Group 历史持仓 | Q2 2026 | 3.40M | $375.72M | 0.03% | 增持 |
| UBS Group AG 历史持仓 | Q2 2026 | 3.25M | $359.69M | 0.05% | 增持 |
| Amundi US 历史持仓 | Q2 2026 | 2.86M | $316.41M | 0.08% | 减持 |
| Charles Schwab Investment Management 历史持仓 | Q2 2026 | 2.56M | $283.53M | 0.04% | 增持 |
| Citadel Advisors 历史持仓 | Q2 2026 | 2.16M | $238.67M | 0.03% | 增持 |
| JPMorgan Chase & Co 历史持仓 | Q2 2026 | 2.07M | $232.67M | 0.03% | 新建 |
| BNY Mellon 历史持仓 | Q2 2026 | 2.09M | $231.01M | 0.04% | 减持 |
| Fidelity Management & Research (FMR) 历史持仓 | Q2 2026 | 1.75M | $193.55M | 0.01% | 增持 |
| Ontario Teachers Pension Plan 历史持仓 | Q2 2026 | 1.39M | $153.59M | 2.16% | 增持 |
新建仓（Q2 2026)
- JPMorgan Chase & Co 2.07M 股 · $232.67M
- Bridgewater Associates 623.64K 股 · $68.99M
完全清仓（较上季）
- Marshall Wace 卖出 409.26K 股 · $46.32M
- Janus Henderson Group 卖出 55.95K 股 · $6.33M
基金持仓历史 — 各季度股数（前 20 只基金）
| 基金 | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 41.46M | 38.87M | 38.80M | 41.01M | 40.98M | 39.92M | 39.46M | 41.67M |
| Geode Capital Management | 6.67M | 6.87M | 7.22M | 7.55M | 7.74M | 7.79M | 7.95M | 7.99M | 8.09M | 8.25M | 8.53M | 8.75M | 8.85M | 8.98M | 9.23M | 9.80M | 9.97M | 9.99M | 10.32M | 10.69M |
| Lazard Asset Management | 8.16M | 8.64M | 6.33M | 6.89M | 4.79M | 3.95M | 3.66M | 212.36K | 210.36K | 183.73K | 120.85K | 72.33K | 7.04K | 7.06K | 5.59K | 4.90K | 5.96M | 6.17M | 7.08M | 8.42M |
| Deutsche Bank AG | 1.46M | 1.25M | 1.21M | 1.45M | 3.83M | 2.18M | 1.67M | 1.54M | 1.31M | 1.30M | 1.34M | 1.17M | 1.39M | 1.70M | 3.93M | 4.02M | 1.80M | 3.62M | 5.80M | 6.77M |
| Morgan Stanley | 2.07M | 1.44M | 1.37M | 3.03M | 3.10M | 4.13M | 3.97M | 4.15M | 4.22M | 4.44M | 4.79M | 4.83M | 4.92M | 5.58M | 5.33M | 5.38M | 5.80M | 5.39M | 5.36M | 5.52M |
| Norges Bank Investment Management | — | — | — | — | — | 3.34M | — | — | — | 2.68M | — | 3.23M | — | 4.48M | — | 4.61M | — | 4.93M | — | 4.67M |
| Legal & General Investment Management America | 6.18M | 6.35M | 6.41M | 6.45M | 6.13M | 6.18M | 6.11M | 6.17M | 6.20M | 6.35M | 6.24M | 6.16M | 5.62M | 4.66M | 4.58M | 4.30M | 4.35M | 4.40M | 4.54M | 4.47M |
| Northern Trust Corp | 4.03M | 4.07M | 4.04M | 4.12M | 4.17M | 4.24M | 4.08M | 4.14M | 4.48M | 4.32M | 4.04M | 4.02M | 3.82M | 4.21M | 4.21M | 4.07M | 4.13M | 4.08M | 3.93M | 3.97M |
| Invesco Ltd | 4.62M | 4.66M | 4.54M | 4.80M | 3.70M | 3.43M | 3.07M | 2.85M | 2.98M | 2.90M | 3.00M | 2.90M | 2.91M | 3.72M | 3.49M | 3.40M | 3.58M | 3.71M | 3.62M | 3.73M |
| AQR Capital Management | 817.74K | 794.92K | 1.34M | 1.36M | 1.44M | 1.10M | 871.35K | 1.13M | 873.05K | 757.12K | 672.72K | 709.71K | 1.04M | 1.14M | 1.23M | 931.26K | 1.91M | 2.60M | 2.56M | 3.56M |
| Goldman Sachs Group | 1.31M | 1.29M | 1.47M | 1.29M | 1.46M | 1.26M | 1.95M | 2.00M | 1.34M | 1.06M | 1.01M | 1.20M | 1.58M | 1.79M | 1.94M | 1.12M | 2.26M | 2.81M | 2.93M | 3.40M |
| UBS Group AG | 709.73K | 977.24K | 1.04M | 773.67K | 903.72K | 799.16K | 304.40K | 485.87K | 425.96K | 488.48K | 930.89K | 1.05M | 1.49M | 2.19M | 2.28M | 1.90M | 1.99M | 1.07M | 1.53M | 3.25M |
| Amundi US | 719.48K | 1.45M | 1.27M | 1.60M | 2.11M | 2.54M | 2.44M | 2.59M | 2.07M | 2.36M | 2.19M | 2.01M | 1.98M | 2.22M | 1.87M | 1.63M | 1.72M | 2.33M | 3.87M | 2.86M |
| Charles Schwab Investment Management | 1.77M | 1.84M | 1.91M | 1.91M | 1.95M | 1.98M | 1.99M | 1.96M | 1.98M | 2.03M | 2.08M | 2.12M | 2.15M | 2.23M | 2.27M | 2.38M | 2.39M | 2.41M | 2.48M | 2.56M |
| Citadel Advisors | 886.00K | 922.92K | 1.50M | 890.05K | 2.09M | 1.40M | 879.77K | 510.93K | 966.75K | 1.32M | 1.01M | 1.85M | 420.25K | 2.15M | 2.16M | 830.45K | 1.24M | 1.32M | 1.85M | 2.16M |
| JPMorgan Chase & Co | 4.90K | 4.90K | 31.10K | 13.00K | 12.00K | 11.80K | 1.11M | 1.46M | 1.49M | 1.84M | 2.40M | 2.02M | 1.85M | 1.40K | 2.79M | 1.79M | 1.83M | 1.69M | — | 2.07M |
| BNY Mellon | 2.74M | 2.73M | 2.67M | 2.88M | 3.07M | 2.99M | 2.90M | 2.75M | 2.66M | 2.60M | 2.49M | 2.37M | 2.35M | 2.35M | 2.30M | 2.24M | 2.29M | 2.20M | 2.14M | 2.09M |
| Fidelity Management & Research (FMR) | 168.52K | 203.27K | 578.27K | 482.07K | 1.45M | 1.27M | 695.45K | 618.45K | 526.51K | 1.11M | 335.31K | 695.89K | 1.27M | 517.89K | 1.69M | 790.84K | 955.35K | 1.10M | 1.72M | 1.75M |
| Ontario Teachers Pension Plan | — | — | 21.75K | — | — | 25.63K | 48.42K | 61.47K | 8.81K | — | — | — | — | — | — | — | 8.76K | 7.48K | 3.71K | 1.39M |
| Bank of America Corp | 8.90M | 5.36M | 954.62K | 1.01M | 829.86K | 974.11K | 1.19M | 791.33K | 894.90K | 8.16M | 11.89M | 12.27M | 13.28M | 12.52M | 13.37M | 10.27M | 1.82M | 1.67M | 1.59M | 1.35M |
▲ 低买（基金新建/增持，下一季股价上涨 ≥5%） ▼ 高卖（基金减持，下一季股价下跌 ≥5%）
拖拽/滚轮缩放 · 默认显示最近一年 · 标注来自 13F 申报中的季度基金操作 · 悬停查看详情