Clearstead Trust’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.09M | Buy |
9,608
+2
| +0% | +$217 | 0.18% | 70 |
|
|
2025
Q4 | $954K | Buy |
9,606
+220
| +2% | +$21.8K | 0.15% | 78 |
|
|
2025
Q3 | $944K | Sell |
9,386
-150
| -2% | -$15.1K | 0.16% | 75 |
|
|
2025
Q2 | $957K | Buy |
9,536
+155
| +2% | +$16.4K | 0.18% | 72 |
|
|
2025
Q1 | $1.04M | Buy |
9,381
+198
| +2% | +$19.4K | 0.23% | 66 |
|
|
2024
Q4 | $819K | Buy |
9,183
+25
| +0.3% | +$2.46K | 0.18% | 72 |
|
|
2024
Q3 | $954K | Buy |
9,158
+21
| +0.2% | +$2.08K | 0.23% | 62 |
|
|
2024
Q2 | $817K | Buy |
9,137
+26
| +0.3% | +$2.41K | 0.2% | 61 |
|
|
2024
Q1 | $827K | Sell |
9,111
-1,266
| -12% | -$114K | 0.22% | 63 |
|
|
2023
Q4 | $944K | Sell |
10,377
-4,233
| -29% | -$378K | 0.26% | 58 |
|
|
2023
Q3 | $1.25M | Sell |
14,610
-1,273
| -8% | -$116K | 0.41% | 44 |
|
|
2023
Q2 | $1.44M | Sell |
15,883
-5,874
| -27% | -$562K | 0.46% | 39 |
|
|
2023
Q1 | $2.08M | Buy |
21,757
+16
| +0.1% | +$1.5K | 0.66% | 30 |
|
|
2022
Q4 | $2.07M | Buy |
21,741
+92
| +0.4% | +$8.37K | 0.69% | 30 |
|
|
2022
Q3 | $1.86M | Buy |
21,649
+15,464
| +250% | +$1.49M | 0.65% | 28 |
|
|
2022
Q2 | $588K | Hold |
6,185
| – | – | 0.45% | 42 |
|
|
2022
Q1 | $586K | Hold |
6,185
| – | – | 0.38% | 44 |
|
|
2021
Q4 | $528K | Hold |
6,185
| – | – | 0.31% | 55 |
|
|
2021
Q3 | $449K | Buy |
6,185
+3,828
| +162% | +$286K | 0.28% | 60 |
|
|
2021
Q2 | $444K | Sell |
2,357
-3,568
| -60% | -$274K | 0.29% | 64 |
|
|
2021
Q1 | $443K | Sell |
5,925
-986
| -14% | -$69.4K | 0.33% | 61 |
|
|
2020
Q4 | $476K | Buy |
6,911
+726
| +12% | +$56.4K | 0.28% | 69 |
|
|
2020
Q3 | $481K | Hold |
6,185
| – | – | 0.38% | 55 |
|
|
2020
Q2 | $445K | Hold |
6,185
| – | – | 0.37% | 54 |
|
|
2020
Q1 | $482K | Hold |
6,185
| – | – | 0.44% | 50 |
|
|
2019
Q4 | $560K | Hold |
6,185
| – | – | 0.41% | 60 |
|
|
2019
Q3 | $584K | Hold |
6,185
| – | – | 0.46% | 54 |
|
|
2019
Q2 | $542K | Hold |
6,185
| – | – | 0.43% | 55 |
|
|
2019
Q1 | $525K | Hold |
6,185
| – | – | 0.44% | 58 |
|
|
2018
Q4 | $473K | Hold |
6,185
| – | – | 0.44% | 54 |
|
|
2018
Q3 | $471K | Hold |
6,185
| – | – | 0.36% | 55 |
|
|
2018
Q2 | $482K | Buy |
6,185
+260
| +4% | +$19.9K | 0.43% | 51 |
|
|
2018
Q1 | $462K | Sell |
5,925
-260
| -4% | -$20.2K | 0.4% | 62 |
|
|
2017
Q4 | $525K | Hold |
6,185
| – | – | 0.36% | 65 |
|
|
2017
Q3 | $499K | Sell |
6,185
-320
| -5% | -$26.5K | 0.37% | 69 |
|
|
2017
Q2 | $296K | Buy |
6,505
+580
| +10% | +$46.9K | 0.23% | 80 |
|
|
2017
Q1 | $460K | Hold |
5,925
| – | – | 0.38% | 64 |
|
|
2016
Q4 | $437K | Buy |
+5,925
| New | +$428K | 0.39% | 60 |
|
Other funds holding ED
VCM
VPM
DAM
Clearstead Trust's ED Position: Q1 2026 in Review
Clearstead Trust increased its Consolidated Edison (ED) stake by 0.02% in Q1 2026, buying an estimated $217 and bringing the position to 9,608 shares worth $1.09M. The position accounts for 0.18% of the portfolio, ranked #70.
Clearstead Trust first reported a position in ED in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.08M in Q1 2023. 1,415 funds tracked by Wall St. Rank hold ED as of Q1 2026.
- Clearstead Trust held 9,608 shares of Consolidated Edison worth $1.09M as of Q1 2026.
- Clearstead Trust bought 2 Consolidated Edison shares in Q1 2026, an estimated $217.
- Consolidated Edison made up 0.18% of Clearstead Trust's portfolio in Q1 2026, its #70 holding.
- Clearstead Trust first reported a position in Consolidated Edison in Q4 2016 and has held it in 38 quarters since.
- Clearstead Trust's Consolidated Edison position peaked at $2.08M in Q1 2023.
- 1,415 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.
Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.