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Brio Consultants’s Consolidated Edison ED Stock Holding History

Brio Consultants’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 		$231K Buy
2,085
+94
+5% +$10.2K 0.03% 147
2026
Q1 		$217K Sell
1,991
-61
-3% -$6.61K 0.03% 142
2025
Q4 		$204K Buy
+2,052
New +$204K 0.03% 143
2025
Q3 		– Sell
-2,401
Closed -$241K – 140
2025
Q2 		$241K Buy
2,401
+243
+11% +$25.7K 0.04% 116
2025
Q1 		$239K Buy
+2,158
New +$212K 0.04% 105

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

Brio Consultants's ED Position: Q2 2026 in Review

Brio Consultants increased its Consolidated Edison (ED) stake by 4.7% in Q2 2026, buying an estimated $10.2K and bringing the position to 2,085 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #147.

Brio Consultants first reported a position in ED in Q1 2025 and has held it in 5 quarters since. The position peaked at $241K in Q2 2025. 1,430 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Brio Consultants held 2,085 shares of Consolidated Edison worth $231K as of Q2 2026.
  • Brio Consultants bought 94 Consolidated Edison shares in Q2 2026, an estimated $10.2K.
  • Consolidated Edison made up 0.03% of Brio Consultants's portfolio in Q2 2026, its #147 holding.
  • Brio Consultants first reported a position in Consolidated Edison in Q1 2025 and has held it in 5 quarters since.
  • Brio Consultants's Consolidated Edison position peaked at $241K in Q2 2025.
  • 1,430 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.