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Elevation Wealth Partners’s Consolidated Edison ED Stock Holding History

Elevation Wealth Partners’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 		$119K Buy
1,072
+407
+61% +$44.2K 0.04% 176
2026
Q1 		$75.3K Buy
665
+162
+32% +$17.5K 0.03% 189
2025
Q4 		$50K Buy
503
+480
+2,087% +$47.6K 0.02% 242
2025
Q3 		$2.31K Buy
+23
New +$2.31K ﹤0.01% 616

Other funds holding ED

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Elevation Wealth Partners's ED Position: Q2 2026 in Review

Elevation Wealth Partners increased its Consolidated Edison (ED) stake by 61% in Q2 2026, buying an estimated $44.2K and bringing the position to 1,072 shares worth $119K. The position accounts for 0.04% of the portfolio, ranked #176.

Elevation Wealth Partners first reported a position in ED in Q3 2025 and has held it in 4 quarters since. 581 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Elevation Wealth Partners held 1,072 shares of Consolidated Edison worth $119K as of Q2 2026.
  • Elevation Wealth Partners bought 407 Consolidated Edison shares in Q2 2026, an estimated $44.2K.
  • Consolidated Edison made up 0.04% of Elevation Wealth Partners's portfolio in Q2 2026, its #176 holding.
  • Elevation Wealth Partners first reported a position in Consolidated Edison in Q3 2025 and has held it in 4 quarters since.
  • 581 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.