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Gladstone Institutional Advisory’s Consolidated Edison ED Stock Holding History

Gladstone Institutional Advisory’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 		$378K Buy
3,421
+1,137
+50% +$124K 0.01% 674
2026
Q1 		$259K Sell
2,284
-356
-13% -$38.6K 0.01% 728
2025
Q4 		$262K Buy
2,640
+198
+8% +$19.6K 0.01% 675
2025
Q3 		$245K Buy
2,442
+398
+19% +$39.9K 0.01% 706
2025
Q2 		$205K Buy
2,044
+6
+0.3% +$635 0.01% 714
2025
Q1 		$225K Buy
+2,038
New +$200K 0.01% 659
2024
Q4 		– Sell
-2,036
Closed -$212K – 705
2024
Q3 		$212K Sell
2,036
-619
-23% -$61.2K 0.01% 648
2024
Q2 		$237K Buy
+2,655
New +$246K 0.01% 588
2024
Q1 		– Sell
-2,601
Closed -$237K – 657
2023
Q4 		$237K Sell
2,601
-767
-23% -$68.5K 0.01% 582
2023
Q3 		$288K Sell
3,368
-405
-11% -$36.9K 0.02% 503
2023
Q2 		$341K Sell
3,773
-462
-11% -$44.2K 0.02% 491
2023
Q1 		$405K Sell
4,235
-2,307
-35% -$216K 0.03% 457
2022
Q4 		$624K Sell
6,542
-19,337
-75% -$1.76M 0.04% 355
2022
Q3 		$2.22M Sell
25,879
-420
-2% -$40.5K 0.17% 149
2022
Q2 		$2.5M Buy
26,299
+23,750
+932% +$2.26M 0.2% 128
2022
Q1 		$241K Buy
2,549
+133
+6% +$11.5K 0.02% 615
2021
Q4 		$206K Buy
+2,416
New +$190K 0.02% 560
2021
Q2 		– Sell
-2,737
Closed -$205K – 521
2021
Q1 		$205K Sell
2,737
-55
-2% -$3.87K 0.03% 386
2020
Q4 		$202K Buy
2,792
+164
+6% +$12.7K 0.04% 283
2020
Q3 		$204K Buy
+2,628
New +$194K 0.05% 251
2020
Q2 		– Sell
-2,709
Closed -$211K – 260
2020
Q1 		$211K Buy
+2,709
New +$238K 0.05% 243

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

Gladstone Institutional Advisory's ED Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Consolidated Edison (ED) stake by 50% in Q2 2026, buying an estimated $124K and bringing the position to 3,421 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #674.

Gladstone Institutional Advisory first reported a position in ED in Q1 2020 and has held it in 21 quarters since. The position peaked at $2.5M in Q2 2022. 1,431 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Gladstone Institutional Advisory held 3,421 shares of Consolidated Edison worth $378K as of Q2 2026.
  • Gladstone Institutional Advisory bought 1,137 Consolidated Edison shares in Q2 2026, an estimated $124K.
  • Consolidated Edison made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #674 holding.
  • Gladstone Institutional Advisory first reported a position in Consolidated Edison in Q1 2020 and has held it in 21 quarters since.
  • Gladstone Institutional Advisory's Consolidated Edison position peaked at $2.5M in Q2 2022.
  • 1,431 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.