Crestwood Advisors Group’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
Q2 | $978K | Buy |
8,840
+2,833
| +47% | +$308K | 0.01% | 325 |
|
|
2026
Q1 | $680K | Buy |
6,007
+659
| +12% | +$71.4K | 0.01% | 354 |
|
|
2025
Q4 | $531K | Buy |
5,348
+1,767
| +49% | +$175K | 0.01% | 379 |
|
|
2025
Q3 | $360K | Sell |
3,581
-1,831
| -34% | -$184K | 0.01% | 423 |
|
|
2025
Q2 | $543K | Buy |
5,412
+496
| +10% | +$52.5K | 0.01% | 339 |
|
|
2025
Q1 | $544K | Sell |
4,916
-156
| -3% | -$15.3K | 0.01% | 332 |
|
|
2024
Q4 | $453K | Sell |
5,072
-89
| -2% | -$8.77K | 0.01% | 322 |
|
|
2024
Q3 | $537K | Buy |
5,161
+192
| +4% | +$19K | 0.01% | 286 |
|
|
2024
Q2 | $444K | Buy |
4,969
+270
| +6% | +$25K | 0.01% | 294 |
|
|
2024
Q1 | $427K | Buy |
4,699
+107
| +2% | +$9.59K | 0.01% | 301 |
|
|
2023
Q4 | $418K | Buy |
4,592
+1,533
| +50% | +$137K | 0.01% | 284 |
|
|
2023
Q3 | $262K | Buy |
+3,059
| New | +$279K | 0.01% | 311 |
|
|
2023
Q1 | – | Sell |
-2,152
| Closed | -$205K | – | 263 |
|
|
2022
Q4 | $205K | Sell |
2,152
-1,381
| -39% | -$126K | 0.01% | 250 |
|
|
2022
Q3 | $303K | Buy |
3,533
+1,013
| +40% | +$97.7K | 0.01% | 218 |
|
|
2022
Q2 | $240K | Buy |
2,520
+3
| +0.1% | +$286 | 0.01% | 236 |
|
|
2022
Q1 | $238K | Sell |
2,517
-363
| -13% | -$31.4K | 0.01% | 255 |
|
|
2021
Q4 | $246K | Buy |
+2,880
| New | +$226K | 0.01% | 267 |
|
|
2018
Q2 | – | Sell |
-5,167
| Closed | -$403K | – | 182 |
|
|
2018
Q1 | $403K | Sell |
5,167
-100
| -2% | -$7.77K | 0.03% | 115 |
|
|
2017
Q4 | $447K | Buy |
+5,267
| New | +$453K | 0.04% | 115 |
|
|
2017
Q2 | – | Sell |
-2,285
| Closed | -$181K | – | 231 |
|
|
2017
Q1 | $181K | Buy |
+2,285
| New | +$172K | 0.02% | 145 |
|
|
2015
Q1 | – | Sell |
-4,127
| Closed | -$272K | – | 157 |
|
|
2014
Q4 | $272K | Buy |
4,127
+402
| +11% | +$25.2K | 0.04% | 109 |
|
|
2014
Q3 | $211K | Sell |
3,725
-136
| -4% | -$7.72K | 0.03% | 118 |
|
|
2014
Q2 | $223K | Buy |
+3,861
| New | +$216K | 0.04% | 112 |
|
|
2013
Q4 | – | Sell |
-9,946
| Closed | -$548K | – | 125 |
|
|
2013
Q3 | $548K | Buy |
9,946
+6,355
| +177% | +$366K | 0.1% | 68 |
|
|
2013
Q2 | $209K | Buy |
+3,591
| New | +$216K | 0.04% | 121 |
|
Other funds holding ED
Crestwood Advisors Group's ED Position: Q2 2026 in Review
Crestwood Advisors Group increased its Consolidated Edison (ED) stake by 47% in Q2 2026, buying an estimated $308K and bringing the position to 8,840 shares worth $978K. The position accounts for 0.01% of the portfolio, ranked #325.
Crestwood Advisors Group first reported a position in ED in Q2 2013 and has held it in 25 quarters since. 1,430 funds tracked by Wall St. Rank hold ED as of Q2 2026.
- Crestwood Advisors Group held 8,840 shares of Consolidated Edison worth $978K as of Q2 2026.
- Crestwood Advisors Group bought 2,833 Consolidated Edison shares in Q2 2026, an estimated $308K.
- Consolidated Edison made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #325 holding.
- Crestwood Advisors Group first reported a position in Consolidated Edison in Q2 2013 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 Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.