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Clearstead Advisors’s Consolidated Edison ED Stock Holding History

Clearstead 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 		$1.07M Buy
9,660
+1,174
+14% +$128K 0.01% 531
2026
Q1 		$960K Sell
8,486
-3,170
-27% -$343K 0.01% 531
2025
Q4 		$1.16M Buy
11,656
+87
+0.8% +$8.63K 0.01% 436
2025
Q3 		$1.16M Buy
11,569
+835
+8% +$83.8K 0.02% 422
2025
Q2 		$1.08M Sell
10,734
-1,060
-9% -$112K 0.02% 420
2025
Q1 		$1.3M Buy
11,794
+216
+2% +$21.2K 0.02% 363
2024
Q4 		$1.03M Sell
11,578
-57
-0.5% -$5.61K 0.02% 404
2024
Q3 		$1.21M Buy
11,635
+3,340
+40% +$330K 0.02% 386
2024
Q2 		$742K Buy
8,295
+6,928
+507% +$642K 0.01% 457
2024
Q1 		$133K Sell
1,367
-43
-3% -$3.86K 0.01% 543
2023
Q4 		$128K Buy
1,410
+21
+2% +$1.88K 0.01% 538
2023
Q3 		$119K Hold
1,389
– – 0.01% 526
2023
Q2 		$126K Sell
1,389
-38
-3% -$3.63K 0.01% 520
2023
Q1 		$137K Buy
1,427
+22
+2% +$2.06K 0.01% 452
2022
Q4 		$134K Sell
1,405
-15
-1% -$1.36K 0.01% 443
2022
Q3 		$122K Sell
1,420
-15,416
-92% -$1.49M 0.01% 440
2022
Q2 		$1.6M Buy
16,836
+152
+0.9% +$14.5K 0.12% 135
2022
Q1 		$1.58M Buy
16,684
+96
+0.6% +$8.29K 0.11% 146
2021
Q4 		$1.42M Sell
16,588
-201
-1% -$15.8K 0.1% 152
2021
Q3 		$1.22M Sell
16,789
-166
-1% -$12.4K 0.09% 151
2021
Q2 		$1.22M Buy
16,955
+44
+0.3% +$3.38K 0.09% 149
2021
Q1 		$1.26M Buy
16,911
+757
+5% +$53.3K 0.11% 142
2020
Q4 		$1.17M Buy
16,154
+14,944
+1,235% +$1.16M 0.11% 141
2020
Q3 		$94K Hold
1,210
– – 0.01% 378
2020
Q2 		$87K Hold
1,210
– – 0.01% 369
2020
Q1 		$94K Buy
+1,210
New +$106K 0.01% 334

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

Clearstead Advisors's ED Position: Q2 2026 in Review

Clearstead Advisors increased its Consolidated Edison (ED) stake by 14% in Q2 2026, buying an estimated $128K and bringing the position to 9,660 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #531.

Clearstead Advisors first reported a position in ED in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.6M in Q2 2022. 1,430 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Clearstead Advisors held 9,660 shares of Consolidated Edison worth $1.07M as of Q2 2026.
  • Clearstead Advisors bought 1,174 Consolidated Edison shares in Q2 2026, an estimated $128K.
  • Consolidated Edison made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #531 holding.
  • Clearstead Advisors first reported a position in Consolidated Edison in Q1 2020 and has held it in 26 quarters since.
  • Clearstead Advisors's Consolidated Edison position peaked at $1.6M in Q2 2022.
  • 1,430 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.