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Barnes Wealth Management Group’s Consolidated Edison ED Stock Holding History

Barnes Wealth Management Group’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 		$275K Sell
2,488
-16
-0.6% -$1.74K 0.13% 151
2026
Q1 		$283K Buy
2,504
+39
+2% +$4.22K 0.14% 142
2025
Q4 		$245K Buy
2,465
+28
+1% +$2.78K 0.13% 151
2025
Q3 		$245K Buy
2,437
+52
+2% +$5.22K 0.13% 147
2025
Q2 		$239K Buy
2,385
+71
+3% +$7.52K 0.14% 136
2025
Q1 		$256K Buy
+2,314
New +$227K 0.16% 123

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
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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Barnes Wealth Management Group's ED Position: Q2 2026 in Review

Barnes Wealth Management Group reduced its Consolidated Edison (ED) stake by 0.64% in Q2 2026, selling an estimated $1.74K and leaving 2,488 shares worth $275K. The position accounts for 0.13% of the portfolio, ranked #151.

Barnes Wealth Management Group first reported a position in ED in Q1 2025 and has held it in 6 quarters since. The position peaked at $283K in Q1 2026. 1,430 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Barnes Wealth Management Group held 2,488 shares of Consolidated Edison worth $275K as of Q2 2026.
  • Barnes Wealth Management Group sold 16 Consolidated Edison shares in Q2 2026, an estimated $1.74K.
  • Consolidated Edison made up 0.13% of Barnes Wealth Management Group's portfolio in Q2 2026, its #151 holding.
  • Barnes Wealth Management Group first reported a position in Consolidated Edison in Q1 2025 and has held it in 6 quarters since.
  • Barnes Wealth Management Group's Consolidated Edison position peaked at $283K in Q1 2026.
  • 1,430 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.