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Bogart Wealth LLC’s Consolidated Edison ED Stock Holding History

Bogart Wealth LLC’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 		$10.6K Buy
96
+46
+92% +$5K ﹤0.01% 989
2026
Q1 		$5.66K Buy
50
+2
+4% +$217 ﹤0.01% 1032
2025
Q4 		$4.77K Buy
48
+5
+12% +$496 ﹤0.01% 1007
2025
Q3 		$4.32K Sell
43
-322
-88% -$32.3K ﹤0.01% 1007
2025
Q2 		$36.6K Buy
365
+328
+886% +$34.7K ﹤0.01% 506
2025
Q1 		$4.09K Sell
37
-70
-65% -$6.87K ﹤0.01% 937
2024
Q4 		$9.51K Buy
107
+1
+0.9% +$98 ﹤0.01% 751
2024
Q3 		$11.1K Buy
106
+73
+221% +$7.22K ﹤0.01% 677
2024
Q2 		$2.95K Hold
33
– – ﹤0.01% 879
2024
Q1 		$3K Hold
33
– – ﹤0.01% 853
2023
Q4 		$3K Buy
+33
New +$2.95K ﹤0.01% 841
2023
Q1 		– Sell
-600
Closed -$57.2K – 1133
2022
Q4 		$57.2K Hold
600
– – ﹤0.01% 289
2022
Q3 		$51K Hold
600
– – ﹤0.01% 296
2022
Q2 		$57K Hold
600
– – 0.01% 268
2022
Q1 		$57K Sell
600
-218
-27% -$18.8K ﹤0.01% 262
2021
Q4 		$70K Buy
818
+218
+36% +$17.1K 0.01% 228
2021
Q3 		$44K Hold
600
– – ﹤0.01% 258
2021
Q2 		$43K Sell
600
-200
-25% -$15.4K ﹤0.01% 253
2021
Q1 		$60K Hold
800
– – 0.01% 215
2020
Q4 		$57K Hold
800
– – 0.01% 186
2020
Q3 		$62K Hold
800
– – 0.01% 177
2020
Q2 		$58K Hold
800
– – 0.01% 168
2020
Q1 		$62K Hold
800
– – 0.02% 154
2019
Q4 		$72K Hold
800
– – 0.02% 159
2019
Q3 		$76K Hold
800
– – 0.04% 133
2019
Q2 		$70K Hold
800
– – 0.04% 127
2019
Q1 		$67K Hold
800
– – 0.03% 127
2018
Q4 		$61K Hold
800
– – 0.03% 125
2018
Q3 		$61K Hold
800
– – 0.04% 126
2018
Q2 		$62K Hold
800
– – 0.04% 133
2018
Q1 		$63K Buy
+800
New +$62.2K 0.04% 128

Other funds holding ED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Bogart Wealth LLC's ED Position: Q2 2026 in Review

Bogart Wealth LLC increased its Consolidated Edison (ED) stake by 92% in Q2 2026, buying an estimated $5K and bringing the position to 96 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #989.

Bogart Wealth LLC first reported a position in ED in Q1 2018 and has held it in 31 quarters since. The position peaked at $76K in Q3 2019. 1,435 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Bogart Wealth LLC held 96 shares of Consolidated Edison worth $10.6K as of Q2 2026.
  • Bogart Wealth LLC bought 46 Consolidated Edison shares in Q2 2026, an estimated $5K.
  • Consolidated Edison made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #989 holding.
  • Bogart Wealth LLC first reported a position in Consolidated Edison in Q1 2018 and has held it in 31 quarters since.
  • Bogart Wealth LLC's Consolidated Edison position peaked at $76K in Q3 2019.
  • 1,435 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.