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Family Legacy Financial Solutions’s Consolidated Edison ED Stock Holding History

Family Legacy Financial Solutions’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
Q3 		– Sell
-1,484
Closed -$164K – 61
2026
Q2 		$164K Sell
1,484
-924
-38% -$100K 0.1% 52
2026
Q1 		$274K Sell
2,408
-526
-18% -$57K 0.22% 41
2025
Q4 		$291K Sell
2,934
-511
-15% -$50.7K 0.22% 43
2025
Q3 		$346K Sell
3,445
-662
-16% -$66.4K 0.27% 42
2025
Q2 		$412K Buy
+4,107
New +$435K 0.35% 37

Other funds holding ED

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Family Legacy Financial Solutions's ED Position: Q3 2026 in Review

Family Legacy Financial Solutions sold out of Consolidated Edison (ED) in Q3 2026, closing a stake of 1,484 shares — an estimated $164K sold.

Family Legacy Financial Solutions first reported a position in ED in Q2 2025 and held it in 5 quarters. The position peaked at $412K in Q2 2025. 43 funds tracked by Wall St. Rank hold ED as of Q3 2026.

  • Family Legacy Financial Solutions reported no remaining Consolidated Edison position as of Q3 2026 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 1,484 Consolidated Edison shares in Q3 2026, an estimated $164K.
  • Family Legacy Financial Solutions first reported a position in Consolidated Edison in Q2 2025 and held it in 5 quarters.
  • Family Legacy Financial Solutions's Consolidated Edison position peaked at $412K in Q2 2025.
  • 43 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2026.

Based on Family Legacy Financial Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.