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CreativeOne Wealth’s Consolidated Edison ED Stock Holding History

CreativeOne Wealth’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 		$646K Sell
5,839
-1,042
-15% -$113K 0.01% 716
2026
Q1 		$779K Buy
6,881
+1,125
+20% +$122K 0.02% 664
2025
Q4 		$572K Buy
5,756
+244
+4% +$24.2K 0.01% 744
2025
Q3 		$554K Sell
5,512
-1,221
-18% -$123K 0.01% 740
2025
Q2 		$676K Sell
6,733
-313
-4% -$33.1K 0.02% 656
2025
Q1 		$779K Buy
7,046
+2,106
+43% +$207K 0.02% 559
2024
Q4 		$441K Buy
4,940
+1,525
+45% +$150K 0.01% 735
2024
Q3 		$356K Buy
3,415
+363
+12% +$35.9K 0.01% 732
2024
Q2 		$273K Sell
3,052
-891
-23% -$82.6K 0.01% 643
2024
Q1 		$358K Buy
3,943
+1,100
+39% +$98.6K 0.01% 672
2023
Q4 		$258K Buy
+2,843
New +$254K 0.02% 547
2023
Q3 		– Sell
-2,410
Closed -$218K – 651
2023
Q2 		$218K Buy
+2,410
New +$230K 0.01% 758
2022
Q2 		– Sell
-2,660
Closed -$252K – 734
2022
Q1 		$252K Sell
2,660
-414
-13% -$35.8K 0.01% 630
2021
Q4 		$262K Buy
+3,074
New +$242K 0.01% 629

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

CreativeOne Wealth's ED Position: Q2 2026 in Review

CreativeOne Wealth reduced its Consolidated Edison (ED) stake by 15% in Q2 2026, selling an estimated $113K and leaving 5,839 shares worth $646K. The position accounts for 0.01% of the portfolio, ranked #716.

CreativeOne Wealth first reported a position in ED in Q4 2021 and has held it in 14 quarters since. The position peaked at $779K in Q1 2025. 1,423 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • CreativeOne Wealth held 5,839 shares of Consolidated Edison worth $646K as of Q2 2026.
  • CreativeOne Wealth sold 1,042 Consolidated Edison shares in Q2 2026, an estimated $113K.
  • Consolidated Edison made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #716 holding.
  • CreativeOne Wealth first reported a position in Consolidated Edison in Q4 2021 and has held it in 14 quarters since.
  • CreativeOne Wealth's Consolidated Edison position peaked at $779K in Q1 2025.
  • 1,423 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.