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Concurrent Investment Advisors’s Consolidated Edison ED Stock Holding History

Concurrent Investment 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 		$1.42M Buy
12,880
+936
+8% +$102K 0.01% 849
2026
Q1 		$1.35M Buy
11,944
+147
+1% +$15.9K 0.01% 760
2025
Q4 		$1.17M Buy
11,797
+3,009
+34% +$299K 0.01% 760
2025
Q3 		$883K Buy
8,788
+453
+5% +$45.5K 0.02% 691
2025
Q2 		$836K Buy
8,335
+324
+4% +$34.3K 0.02% 654
2025
Q1 		$886K Buy
8,011
+634
+9% +$62.2K 0.02% 580
2024
Q4 		$658K Sell
7,377
-12,409
-63% -$1.22M 0.02% 599
2024
Q3 		$2.06M Buy
19,786
+2,958
+18% +$293K 0.06% 310
2024
Q2 		$1.5M Buy
16,828
+1,406
+9% +$130K 0.05% 347
2024
Q1 		$1.4M Sell
15,422
-3,888
-20% -$349K 0.06% 310
2023
Q4 		$1.76M Buy
+19,310
New +$1.73M 0.08% 250

Other funds holding ED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Concurrent Investment Advisors's ED Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Consolidated Edison (ED) stake by 7.8% in Q2 2026, buying an estimated $102K and bringing the position to 12,880 shares worth $1.42M. The position accounts for 0.01% of the portfolio, ranked #849.

Concurrent Investment Advisors first reported a position in ED in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.06M in Q3 2024. 1,435 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Concurrent Investment Advisors held 12,880 shares of Consolidated Edison worth $1.42M as of Q2 2026.
  • Concurrent Investment Advisors bought 936 Consolidated Edison shares in Q2 2026, an estimated $102K.
  • Consolidated Edison made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #849 holding.
  • Concurrent Investment Advisors first reported a position in Consolidated Edison in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Consolidated Edison position peaked at $2.06M in Q3 2024.
  • 1,435 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.