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Crestwood Advisors Group’s Consolidated Edison ED Stock Holding History

Crestwood Advisors Group’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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Crestwood Advisors Group's ED Position: Q1 2026 in Review

Crestwood Advisors Group increased its Consolidated Edison (ED) stake by 12% in Q1 2026, buying an estimated $71.4K and bringing the position to 6,007 shares worth $680K. The position accounts for 0.01% of the portfolio, ranked #354.

Crestwood Advisors Group first reported a position in ED in Q2 2013 and has held it in 24 quarters since. 1,413 funds tracked by Wall St. Rank hold ED as of Q1 2026.

  • Crestwood Advisors Group held 6,007 shares of Consolidated Edison worth $680K as of Q1 2026.
  • Crestwood Advisors Group bought 659 Consolidated Edison shares in Q1 2026, an estimated $71.4K.
  • Consolidated Edison made up 0.01% of Crestwood Advisors Group's portfolio in Q1 2026, its #354 holding.
  • Crestwood Advisors Group first reported a position in Consolidated Edison in Q2 2013 and has held it in 24 quarters since.
  • 1,413 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.