CCWM
ED icon

Cassaday & Co Wealth Management’s Consolidated Edison ED Stock Holding History

Cassaday & Co 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 		$87.2K Buy
788
+61
+8% +$6.63K ﹤0.01% 512
2026
Q1 		$82.3K Buy
+727
New +$78.7K ﹤0.01% 504

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

Cassaday & Co Wealth Management's ED Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Consolidated Edison (ED) stake by 8.4% in Q2 2026, buying an estimated $6.63K and bringing the position to 788 shares worth $87.2K. The position accounts for ﹤0.01% of the portfolio, ranked #512.

Cassaday & Co Wealth Management first reported a position in ED in Q1 2026 and has held it in 2 quarters since. 1,430 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Cassaday & Co Wealth Management held 788 shares of Consolidated Edison worth $87.2K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 61 Consolidated Edison shares in Q2 2026, an estimated $6.63K.
  • Consolidated Edison made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #512 holding.
  • Cassaday & Co Wealth Management first reported a position in Consolidated Edison in Q1 2026 and has held it in 2 quarters since.
  • 1,430 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.