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Capital Performance Advisors’s Consolidated Edison ED Stock Holding History

Capital Performance Advisors’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 		– Sell
-2,522
Closed -$285K – 368
2026
Q1 		$285K Buy
2,522
+138
+6% +$14.9K 0.02% 341
2025
Q4 		$237K Buy
2,384
+113
+5% +$11.2K 0.02% 372
2025
Q3 		$228K Buy
+2,271
New +$228K 0.04% 288
2024
Q4 		– Sell
-258
Closed -$26.9K – 897
2024
Q3 		$26.9K Buy
+258
New +$25.5K 0.01% 516

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

Capital Performance Advisors's ED Position: Q2 2026 in Review

Capital Performance Advisors sold out of Consolidated Edison (ED) in Q2 2026, closing a stake of 2,522 shares — an estimated $285K sold.

Capital Performance Advisors first reported a position in ED in Q3 2024 and held it in 4 quarters. The position peaked at $285K in Q1 2026. 1,421 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Capital Performance Advisors reported no remaining Consolidated Edison position as of Q2 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 2,522 Consolidated Edison shares in Q2 2026, an estimated $285K.
  • Capital Performance Advisors first reported a position in Consolidated Edison in Q3 2024 and held it in 4 quarters.
  • Capital Performance Advisors's Consolidated Edison position peaked at $285K in Q1 2026.
  • 1,421 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.