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Ethos Financial Group’s Consolidated Edison ED Stock Holding History

Ethos Financial 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
Q2 		$1.8M Sell
16,289
-972
-6% -$106K 0.12% 156
2026
Q1 		$1.71M Hold
17,261
– – 0.13% 150
2025
Q4 		$1.71M Sell
17,261
-158
-0.9% -$15.7K 0.13% 151
2025
Q3 		$1.75M Buy
17,419
+1,006
+6% +$101K 0.14% 135
2025
Q2 		$1.65M Buy
16,413
+765
+5% +$81K 0.14% 137
2025
Q1 		$1.73M Buy
+15,648
New +$1.53M 0.17% 125

Other funds holding ED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Ethos Financial Group's ED Position: Q2 2026 in Review

Ethos Financial Group reduced its Consolidated Edison (ED) stake by 5.6% in Q2 2026, selling an estimated $106K and leaving 16,289 shares worth $1.8M. The position accounts for 0.12% of the portfolio, ranked #156.

Ethos Financial Group first reported a position in ED in Q1 2025 and has held it in 6 quarters since. 1,427 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Ethos Financial Group held 16,289 shares of Consolidated Edison worth $1.8M as of Q2 2026.
  • Ethos Financial Group sold 972 Consolidated Edison shares in Q2 2026, an estimated $106K.
  • Consolidated Edison made up 0.12% of Ethos Financial Group's portfolio in Q2 2026, its #156 holding.
  • Ethos Financial Group first reported a position in Consolidated Edison in Q1 2025 and has held it in 6 quarters since.
  • 1,427 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.