Calton & Associates’s Consolidated Edison ED Stock Holding History

Calton & Associates’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	$944K	Buy	+8,536	New	+$928K	0.14%	134
2026 Q1	–	Sell	-8,936	Closed	-$888K	–	452
2025 Q4	$888K	Sell	8,936 -140	-2%	-$13.9K	0.13%	152
2025 Q3	$912K	Buy	+9,076	New	+$911K	0.14%	139
2021 Q1	–	Sell	-3,287	Closed	-$238K	–	407
2020 Q4	$238K	Sell	3,287 -25	-0.8%	-$1.94K	0.04%	318
2020 Q3	$258K	Buy	3,312 +370	+13%	+$27.3K	0.05%	261
2020 Q2	$212K	Sell	2,942 -55	-2%	-$4.22K	0.05%	293
2020 Q1	$234K	Sell	2,997 -154	-5%	-$13.5K	0.06%	242
2019 Q4	$285K	Buy	+3,151	New	+$282K	0.06%	268
2018 Q1	–	Sell	-1,494	Closed	-$119K	–	581
2017 Q4	$119K	Buy	+1,494	New	+$128K	0.03%	440

Other funds holding ED

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Calton & Associates's ED Position: Q2 2026 in Review

Calton & Associates opened a new position in Consolidated Edison (ED) in Q2 2026: 8,536 shares worth $944K. The stake represents 0.14% of the portfolio and ranks #134 among its holdings. This is a return to the name: Calton & Associates previously reported a position in ED as recently as Q4 2025.

Calton & Associates first reported a position in ED in Q4 2017 and has held it in 9 quarters since. 1,423 funds tracked by Wall St. Rank hold ED as of Q2 2026.

Calton & Associates held 8,536 shares of Consolidated Edison worth $944K as of Q2 2026.
Consolidated Edison was a new Calton & Associates position in Q2 2026.
Consolidated Edison made up 0.14% of Calton & Associates's portfolio in Q2 2026, its #134 holding.
Calton & Associates first reported a position in Consolidated Edison in Q4 2017 and has held it in 9 quarters since.
1,423 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.