Jeremy Grantham's ED Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 54,693 shares of Consolidated Edison, Inc. (ED) worth $5.5 M, representing 0.02% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 21 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in ED, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2016, adding 165,900 shares. Largest reduction occurred in Q3 2016, reducing 242,595 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Consolidated Edison (ED) Holding Value Over Time
Track share changes against reported price movement
Quarterly Consolidated Edison (ED) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2013 | +13,600 | New Buy | 13,600 | $55.15 |
| Q4 2013 | -800 | Reduce 5.88% | 12,800 | $55.31 |
| Q1 2014 | -12,800 | Sold Out | 0 | $0.00 |
| Q4 2015 | +8,252 | New Buy | 8,252 | $64.23 |
| Q1 2016 | +165,900 | Add 2010.42% | 174,152 | $76.62 |
| Q2 2016 | +79,700 | Add 45.76% | 253,852 | $80.44 |
| Q3 2016 | -242,595 | Reduce 95.57% | 11,257 | $75.33 |
| Q4 2016 | -1,400 | Reduce 12.44% | 9,857 | $73.65 |
| Q1 2017 | -9,857 | Sold Out | 0 | $0.00 |
| Q1 2021 | +31,800 | New Buy | 31,800 | $74.81 |
| Q2 2021 | +127,400 | Add 400.63% | 159,200 | $71.72 |
| Q3 2021 | -159,200 | Sold Out | 0 | $0.00 |
| Q3 2022 | +97,601 | New Buy | 97,601 | $85.76 |
| Q4 2022 | -31,500 | Reduce 32.27% | 66,101 | $95.31 |
| Q1 2023 | +16,472 | Add 24.92% | 82,573 | $95.67 |
| Q2 2023 | -1,300 | Reduce 1.57% | 81,273 | $90.40 |
| Q3 2023 | -81,273 | Sold Out | 0 | $0.00 |
| Q4 2024 | +64,000 | New Buy | 64,000 | $89.23 |
| Q1 2025 | -6,343 | Reduce 9.91% | 57,657 | $110.59 |
| Q2 2025 | -1,190 | Reduce 2.06% | 56,467 | $100.35 |
| Q3 2025 | -1,774 | Reduce 3.14% | 54,693 | $100.52 |
Jeremy Grantham's Consolidated Edison Investment FAQs
Jeremy Grantham first purchased Consolidated Edison, Inc. (ED) in Q3 2013, acquiring 13,600 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Consolidated Edison, Inc. (ED) for 21 quarters since Q3 2013.
Jeremy Grantham's largest addition to Consolidated Edison, Inc. (ED) was in Q1 2016, adding 174,152 shares worth $13.34 M.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 54,693 shares of Consolidated Edison, Inc. (ED), valued at approximately $5.5 M.
As of the Q3 2025 filing, Consolidated Edison, Inc. (ED) represents approximately 0.02% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Consolidated Edison, Inc. (ED) was 253,852 shares, as reported at the end of Q2 2016.