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GoalVest Advisory’s Consolidated Edison ED Stock Holding History

GoalVest 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 		$18.8K Hold
170
– – ﹤0.01% 308
2026
Q1 		$19.2K Hold
170
– – ﹤0.01% 335
2025
Q4 		$16.9K Buy
+170
New +$16.9K ﹤0.01% 374
2025
Q2 		– Sell
-3
Closed -$332 – 414
2025
Q1 		$332 Buy
+3
New +$294 ﹤0.01% 399
2022
Q2 		– Sell
-4
Closed – – 370
2022
Q1 		$0 Buy
+4
New +$346 ﹤0.01% 409

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

GoalVest Advisory's ED Position: Q2 2026 in Review

GoalVest Advisory held its Consolidated Edison (ED) position steady in Q2 2026 at 170 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

GoalVest Advisory first reported a position in ED in Q1 2022 and has held it in 5 quarters since. The position peaked at $19.2K in Q1 2026. 1,430 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • GoalVest Advisory held 170 shares of Consolidated Edison worth $18.8K as of Q2 2026.
  • GoalVest Advisory left its Consolidated Edison share count unchanged in Q2 2026.
  • Consolidated Edison made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #308 holding.
  • GoalVest Advisory first reported a position in Consolidated Edison in Q1 2022 and has held it in 5 quarters since.
  • GoalVest Advisory's Consolidated Edison position peaked at $19.2K in Q1 2026.
  • 1,430 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.