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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Brio Consultants's ED Position: Q1 2026 in Review

Brio Consultants reduced its Consolidated Edison (ED) stake by 3% in Q1 2026, selling an estimated $6.61K and leaving 1,991 shares worth $217K. The position accounts for 0.03% of the portfolio, ranked #142.

Brio Consultants first reported a position in ED in Q1 2025 and has held it in 4 quarters since. The position peaked at $241K in Q2 2025. 1,413 funds tracked by Wall St. Rank hold ED as of Q1 2026.

  • Brio Consultants held 1,991 shares of Consolidated Edison worth $217K as of Q1 2026.
  • Brio Consultants sold 61 Consolidated Edison shares in Q1 2026, an estimated $6.61K.
  • Consolidated Edison made up 0.03% of Brio Consultants's portfolio in Q1 2026, its #142 holding.
  • Brio Consultants first reported a position in Consolidated Edison in Q1 2025 and has held it in 4 quarters since.
  • Brio Consultants's Consolidated Edison position peaked at $241K in Q2 2025.
  • 1,413 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on Brio Consultants's 13F filing for Q1 2026, filed 6 May 2026.