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Forvis Mazars Wealth Advisors’s Consolidated Edison ED Stock Holding History

Forvis Mazars Wealth Advisors’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 		$1.19M Buy
10,794
+350
+3% +$38K 0.02% 207
2026
Q1 		$1.18M Hold
10,444
– – 0.02% 195
2025
Q4 		$1.04M Hold
10,444
– – 0.02% 203
2025
Q3 		$1.05M Sell
10,444
-7
-0.1% -$702 0.02% 202
2025
Q2 		$1.05M Buy
10,451
+410
+4% +$43.4K 0.02% 200
2025
Q1 		$1.11M Buy
10,041
+15
+0.1% +$1.47K 0.03% 199
2024
Q4 		$895K Hold
10,026
– – 0.02% 238
2024
Q3 		$1.04M Sell
10,026
-272
-3% -$26.9K 0.02% 224
2024
Q2 		$921K Hold
10,298
– – 0.02% 216
2024
Q1 		$935K Sell
10,298
-135
-1% -$12.1K 0.02% 218
2023
Q4 		$949K Hold
10,433
– – 0.03% 211
2023
Q3 		$892K Sell
10,433
-35
-0.3% -$3.19K 0.03% 214
2023
Q2 		$946K Hold
10,468
– – 0.03% 222
2023
Q1 		$1M Hold
10,468
– – 0.03% 206
2022
Q4 		$998K Hold
10,468
– – 0.03% 201
2022
Q3 		$898K Sell
10,468
-235
-2% -$22.7K 0.04% 201
2022
Q2 		$1.02M Buy
+10,703
New +$1.02M 0.04% 183
2021
Q1 		– Sell
-3,104
Closed -$224K – 305
2020
Q4 		$224K Buy
+3,104
New +$241K 0.01% 335

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

Forvis Mazars Wealth Advisors's ED Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors increased its Consolidated Edison (ED) stake by 3.4% in Q2 2026, buying an estimated $38K and bringing the position to 10,794 shares worth $1.19M. The position accounts for 0.02% of the portfolio, ranked #207.

Forvis Mazars Wealth Advisors first reported a position in ED in Q4 2020 and has held it in 18 quarters since. 1,424 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 10,794 shares of Consolidated Edison worth $1.19M as of Q2 2026.
  • Forvis Mazars Wealth Advisors bought 350 Consolidated Edison shares in Q2 2026, an estimated $38K.
  • Consolidated Edison made up 0.02% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #207 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Consolidated Edison in Q4 2020 and has held it in 18 quarters since.
  • 1,424 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.