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Curio Wealth’s Consolidated Edison ED Stock Holding History

Curio 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 		– Sell
-3
Closed -$340 – 387
2026
Q1 		$340 Sell
3
-65
-96% -$7.04K ﹤0.01% 603
2025
Q4 		$6.77K Buy
+68
New +$6.75K ﹤0.01% 276
2025
Q3 		– Sell
-68
Closed -$6.82K – 307
2025
Q2 		$6.82K Buy
68
+66
+3,300% +$6.99K ﹤0.01% 220
2025
Q1 		$19.5K Sell
2
-148
-99% -$14.5K 0.01% 184
2024
Q4 		$13.4K Buy
+150
New +$14.8K 0.01% 198

Other funds holding ED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Curio Wealth's ED Position: Q2 2026 in Review

Curio Wealth sold out of Consolidated Edison (ED) in Q2 2026, closing a stake of 3 shares — an estimated $340 sold.

Curio Wealth first reported a position in ED in Q4 2024 and held it in 5 quarters. The position peaked at $19.5K in Q1 2025. 1,435 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Curio Wealth reported no remaining Consolidated Edison position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 3 Consolidated Edison shares in Q2 2026, an estimated $340.
  • Curio Wealth first reported a position in Consolidated Edison in Q4 2024 and held it in 5 quarters.
  • Curio Wealth's Consolidated Edison position peaked at $19.5K in Q1 2025.
  • 1,435 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.