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Balboa Wealth Partners’s Consolidated Edison ED Stock Holding History

Balboa Wealth Partners’s Portfolio ED Stock Details ED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$404K Buy
3,655
+2
+0.1% +$217 0.06% 278
2026
Q1 		$413K Buy
3,653
+2
+0.1% +$217 0.07% 238
2025
Q4 		$363K Buy
3,651
+521
+17% +$51.7K 0.06% 242
2025
Q3 		$315K Sell
3,130
-398
-11% -$39.9K 0.05% 262
2025
Q2 		$354K Buy
3,528
+1,242
+54% +$131K 0.07% 216
2025
Q1 		$253K Buy
2,286
+33
+1% +$3.24K 0.06% 222
2024
Q4 		$201K Buy
2,253
+2
+0.1% +$197 0.05% 277
2024
Q3 		$234K Buy
2,251
+2
+0.1% +$198 0.06% 238
2024
Q2 		$201K Buy
2,249
+1
+0% +$93 0.05% 255
2024
Q1 		$204K Hold
2,248
– – 0.06% 227
2023
Q4 		$205K Buy
+2,248
New +$201K 0.07% 211
2023
Q3 		– Sell
-2,269
Closed -$205K – 289
2023
Q2 		$205K Buy
2,269
+22
+1% +$2.1K 0.07% 226
2023
Q1 		$215K Hold
2,247
– – 0.08% 214
2022
Q4 		$214K Buy
+2,247
New +$204K 0.1% 202

Other funds holding ED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Balboa Wealth Partners's ED Position: Q2 2026 in Review

Balboa Wealth Partners increased its Consolidated Edison (ED) stake by 0.05% in Q2 2026, buying an estimated $217 and bringing the position to 3,655 shares worth $404K. The position accounts for 0.06% of the portfolio, ranked #278.

Balboa Wealth Partners first reported a position in ED in Q4 2022 and has held it in 14 quarters since. The position peaked at $413K in Q1 2026. 1,423 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Balboa Wealth Partners held 3,655 shares of Consolidated Edison worth $404K as of Q2 2026.
  • Balboa Wealth Partners bought 2 Consolidated Edison shares in Q2 2026, an estimated $217.
  • Consolidated Edison made up 0.06% of Balboa Wealth Partners's portfolio in Q2 2026, its #278 holding.
  • Balboa Wealth Partners first reported a position in Consolidated Edison in Q4 2022 and has held it in 14 quarters since.
  • Balboa Wealth Partners's Consolidated Edison position peaked at $413K in Q1 2026.
  • 1,423 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.