Diversify Advisory Services’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
Q3
$514K Buy
4,682
+140
+3% +$15.2K 0.01% 899
2026
Q2
$506K Buy
+4,542
New +$494K 0.01% 857
2026
Q1
– Sell
-3,086
Closed -$320K – 399
2025
Q4
$320K Sell
3,086
-9
-0.3% -$893 0.01% 740
2025
Q3
$299K Sell
3,095
-9
-0.3% -$903 0.01% 722
2025
Q2
$322K Buy
3,104
+286
+10% +$30.3K 0.01% 667
2025
Q1
$316K Sell
2,818
-15
-0.5% -$1.47K 0.02% 478
2024
Q4
$250K Sell
2,833
-2,303
-45% -$227K 0.01% 533
2024
Q3
$543K Sell
5,136
-1,191
-19% -$118K 0.03% 364
2024
Q2
$562K Sell
6,327
-7
-0.1% -$649 0.03% 361
2024
Q1
$572K Buy
+6,334
New +$568K 0.03% 386

Other funds holding ED

Diversify Advisory Services's ED Position: Q3 2026 in Review

Diversify Advisory Services increased its Consolidated Edison (ED) stake by 3.1% in Q3 2026, buying an estimated $15.2K and bringing the position to 4,682 shares worth $514K. The position accounts for 0.01% of the portfolio, ranked #899.

Diversify Advisory Services first reported a position in ED in Q1 2024 and has held it in 10 quarters since. The position peaked at $572K in Q1 2024. 277 funds tracked by Wall St. Rank hold ED as of Q3 2026.

  • Diversify Advisory Services held 4,682 shares of Consolidated Edison worth $514K as of Q3 2026.
  • Diversify Advisory Services bought 140 Consolidated Edison shares in Q3 2026, an estimated $15.2K.
  • Consolidated Edison made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #899 holding.
  • Diversify Advisory Services first reported a position in Consolidated Edison in Q1 2024 and has held it in 10 quarters since.
  • Diversify Advisory Services's Consolidated Edison position peaked at $572K in Q1 2024.
  • 277 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.