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Congress Wealth Management’s Consolidated Edison ED Stock Holding History

Congress 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
2025
Q2 		$2.68M Buy
26,747
+6,565
+33% +$695K 0.03% 510
2025
Q1 		$2.22M Buy
20,182
+9,371
+87% +$919K 0.03% 470
2024
Q4 		$965K Sell
10,811
-5,351
-33% -$527K 0.01% 526
2024
Q3 		$1.68M Buy
16,162
+6,310
+64% +$624K 0.02% 450
2024
Q2 		$881K Buy
9,852
+6,734
+216% +$624K 0.01% 450
2024
Q1 		$283K Sell
3,118
-975
-24% -$87.4K ﹤0.01% 515
2023
Q4 		$372K Buy
+4,093
New +$366K 0.01% 501
2023
Q1 		– Sell
-3,296
Closed -$314K – 561
2022
Q4 		$314K Buy
+3,296
New +$300K 0.01% 469
2022
Q3 		– Sell
-2,280
Closed -$217K – 552
2022
Q2 		$217K Sell
2,280
-1
-0% -$95 0.01% 524
2022
Q1 		$216K Buy
+2,281
New +$197K ﹤0.01% 566

Other funds holding ED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Congress Wealth Management's ED Position: Q2 2025 in Review

Congress Wealth Management increased its Consolidated Edison (ED) stake by 33% in Q2 2025, buying an estimated $695K and bringing the position to 26,747 shares worth $2.68M. The position accounts for 0.03% of the portfolio, ranked #510.

Congress Wealth Management first reported a position in ED in Q1 2022 and has held it in 10 quarters since. 1,302 funds tracked by Wall St. Rank hold ED as of Q2 2025.

  • Congress Wealth Management held 26,747 shares of Consolidated Edison worth $2.68M as of Q2 2025.
  • Congress Wealth Management bought 6,565 Consolidated Edison shares in Q2 2025, an estimated $695K.
  • Consolidated Edison made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #510 holding.
  • Congress Wealth Management first reported a position in Consolidated Edison in Q1 2022 and has held it in 10 quarters since.
  • 1,302 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.