Cornerstone Wealth Management’s Consolidated Edison ED Stock Holding History

Cornerstone 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	$6.62M	Buy	59,870 +1,504	+3%	+$163K	0.28%	92
2026 Q1	$6.61M	Buy	58,366 +3,019	+5%	+$327K	0.33%	76
2025 Q4	$5.5M	Buy	55,347 +2,589	+5%	+$257K	0.29%	85
2025 Q3	$5.3M	Buy	52,758 +1,605	+3%	+$161K	0.29%	81
2025 Q2	$5.13M	Buy	51,153 +1,512	+3%	+$160K	0.31%	79
2025 Q1	$5.49M	Buy	49,641 +1,900	+4%	+$186K	0.37%	67
2024 Q4	$4.26M	Buy	47,741 +1,280	+3%	+$126K	0.29%	81
2024 Q3	$4.84M	Buy	46,461 +1,201	+3%	+$119K	0.34%	75
2024 Q2	$4.05M	Buy	45,260 +3,032	+7%	+$281K	0.31%	78
2024 Q1	$3.83M	Buy	42,228 +981	+2%	+$88K	0.31%	81
2023 Q4	$3.75M	Buy	41,247 +888	+2%	+$79.3K	0.32%	73
2023 Q3	$3.45M	Buy	40,359 +1,425	+4%	+$130K	0.33%	73
2023 Q2	$3.52M	Buy	38,934 +1,603	+4%	+$153K	0.31%	70
2023 Q1	$3.57M	Buy	+37,331	New	+$3.5M	0.35%	64
2022 Q3	$2.73M	Buy	31,771 +2,289	+8%	+$221K	0.3%	75
2022 Q2	$2.8M	Buy	29,482 +2,457	+9%	+$234K	0.31%	71
2022 Q1	$2.56M	Buy	27,025 +1,041	+4%	+$89.9K	0.25%	81
2021 Q4	$2.21M	Buy	25,984 +1,291	+5%	+$101K	0.21%	111
2021 Q3	$1.79M	Buy	24,693 +4,089	+20%	+$305K	0.19%	116
2021 Q2	$1.48M	Buy	20,604 +1,540	+8%	+$118K	0.16%	136
2021 Q1	$1.43M	Buy	19,064 +4,842	+34%	+$341K	0.17%	128
2020 Q4	$1.03M	Buy	14,222 +11,184	+368%	+$869K	0.13%	152
2020 Q3	$236K	Buy	+3,038	New	+$224K	0.04%	346
2020 Q2	–	Sell	-2,601	Closed	-$203K	–	386
2020 Q1	$203K	Buy	+2,601	New	+$228K	0.04%	325
2016 Q4	–	Sell	-4,192	Closed	-$304K	–	285
2016 Q3	$304K	Buy	+4,192	New	+$326K	0.11%	189

Other funds holding ED

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Cornerstone Wealth Management's ED Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Consolidated Edison (ED) stake by 2.6% in Q2 2026, buying an estimated $163K and bringing the position to 59,870 shares worth $6.62M. The position accounts for 0.28% of the portfolio, ranked #92.

Cornerstone Wealth Management first reported a position in ED in Q3 2016 and has held it in 25 quarters since. 1,430 funds tracked by Wall St. Rank hold ED as of Q2 2026.

Cornerstone Wealth Management held 59,870 shares of Consolidated Edison worth $6.62M as of Q2 2026.
Cornerstone Wealth Management bought 1,504 Consolidated Edison shares in Q2 2026, an estimated $163K.
Consolidated Edison made up 0.28% of Cornerstone Wealth Management's portfolio in Q2 2026, its #92 holding.
Cornerstone Wealth Management first reported a position in Consolidated Edison in Q3 2016 and has held it in 25 quarters since.
1,430 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.