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Bullock Wealth Management’s Consolidated Edison ED Stock Holding History

Bullock Wealth Management’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 		$265K Buy
2,393
+35
+1% +$3.81K 0.12% 152
2026
Q1 		$269K Sell
2,358
-17
-0.7% -$1.84K 0.13% 139
2025
Q4 		$236K Buy
2,375
+8
+0.3% +$794 0.12% 150
2025
Q3 		$232K Buy
2,367
+8
+0.3% +$803 0.12% 145
2025
Q2 		$238K Buy
2,359
+8
+0.3% +$847 0.13% 131
2025
Q1 		$259K Sell
2,351
-2
-0.1% -$196 0.14% 128
2024
Q4 		$210K Buy
2,353
+41
+2% +$4.04K 0.12% 147
2024
Q3 		$243K Buy
2,312
+127
+6% +$12.6K 0.15% 121
2024
Q2 		$194K Buy
2,185
+18
+0.8% +$1.67K 0.13% 134
2024
Q1 		$196K Buy
+2,167
New +$194K 0.13% 140

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

Bullock Wealth Management's ED Position: Q2 2026 in Review

Bullock Wealth Management increased its Consolidated Edison (ED) stake by 1.5% in Q2 2026, buying an estimated $3.81K and bringing the position to 2,393 shares worth $265K. The position accounts for 0.12% of the portfolio, ranked #152.

Bullock Wealth Management first reported a position in ED in Q1 2024 and has held it in 10 quarters since. The position peaked at $269K in Q1 2026. 1,435 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Bullock Wealth Management held 2,393 shares of Consolidated Edison worth $265K as of Q2 2026.
  • Bullock Wealth Management bought 35 Consolidated Edison shares in Q2 2026, an estimated $3.81K.
  • Consolidated Edison made up 0.12% of Bullock Wealth Management's portfolio in Q2 2026, its #152 holding.
  • Bullock Wealth Management first reported a position in Consolidated Edison in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's Consolidated Edison position peaked at $269K in Q1 2026.
  • 1,435 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.