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Cape Investment Advisory’s Consolidated Edison ED Stock Holding History

Cape Investment Advisory’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 		$93.6K Buy
+846
New +$92K 0.03% 360
2026
Q1 		– Sell
-972
Closed -$96.5K – 467
2025
Q4 		$96.5K Buy
+972
New +$96.5K 0.03% 309
2025
Q3 		– Sell
-853
Closed -$85.6K – 936
2025
Q2 		$85.6K Buy
853
+40
+5% +$4.24K 0.03% 288
2025
Q1 		$89.9K Buy
813
+6
+0.7% +$588 0.04% 262
2024
Q4 		$72K Buy
807
+6
+0.7% +$591 0.03% 286
2024
Q3 		$83.4K Buy
801
+113
+16% +$11.2K 0.03% 258
2024
Q2 		$61.5K Sell
688
-384
-36% -$35.6K 0.03% 270
2024
Q1 		$97.4K Buy
1,072
+10
+0.9% +$897 0.05% 221
2023
Q4 		$96.6K Buy
1,062
+24
+2% +$2.14K 0.05% 235
2023
Q3 		$88.8K Buy
1,038
+172
+20% +$15.7K 0.05% 219
2023
Q2 		$78.3K Buy
866
+298
+52% +$28.5K 0.04% 229
2023
Q1 		$54.3K Buy
+568
New +$53.2K 0.03% 253

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Cape Investment Advisory's ED Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Consolidated Edison (ED) in Q2 2026: 846 shares worth $93.6K. The stake represents 0.03% of the portfolio and ranks #360 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in ED as recently as Q4 2025.

Cape Investment Advisory first reported a position in ED in Q1 2023 and has held it in 12 quarters since. The position peaked at $97.4K in Q1 2024. 1,423 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Cape Investment Advisory held 846 shares of Consolidated Edison worth $93.6K as of Q2 2026.
  • Consolidated Edison was a new Cape Investment Advisory position in Q2 2026.
  • Consolidated Edison made up 0.03% of Cape Investment Advisory's portfolio in Q2 2026, its #360 holding.
  • Cape Investment Advisory first reported a position in Consolidated Edison in Q1 2023 and has held it in 12 quarters since.
  • Cape Investment Advisory's Consolidated Edison position peaked at $97.4K in Q1 2024.
  • 1,423 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.