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Great Valley Advisor Group’s Consolidated Edison ED Stock Holding History

Great Valley Advisor 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 		$3.32M Buy
30,001
+1,782
+6% +$194K 0.05% 299
2026
Q1 		$3.19M Buy
28,219
+2,658
+10% +$288K 0.06% 288
2025
Q4 		$2.54M Buy
25,561
+1,494
+6% +$148K 0.05% 298
2025
Q3 		$2.42M Buy
24,067
+2,518
+12% +$253K 0.05% 298
2025
Q2 		$2.16M Buy
21,549
+5,883
+38% +$623K 0.05% 299
2025
Q1 		$1.73M Sell
15,666
-30,455
-66% -$2.99M 0.04% 340
2024
Q4 		$4.11M Buy
46,121
+5,549
+14% +$546K 0.09% 210
2024
Q3 		$4.23M Buy
40,572
+30,450
+301% +$3.01M 0.1% 200
2024
Q2 		$906K Buy
10,122
+424
+4% +$39.3K 0.03% 406
2024
Q1 		$881K Buy
9,698
+276
+3% +$24.7K 0.03% 388
2023
Q4 		$857K Sell
9,422
-110
-1% -$9.83K 0.03% 361
2023
Q3 		$815K Sell
9,532
-828
-8% -$75.4K 0.03% 347
2023
Q2 		$936K Buy
10,360
+468
+5% +$44.7K 0.04% 323
2023
Q1 		$946K Sell
9,892
-2,016
-17% -$189K 0.04% 312
2022
Q4 		$1.13M Buy
11,908
+2,061
+21% +$188K 0.06% 308
2022
Q3 		$845K Buy
9,847
+795
+9% +$76.7K 0.05% 336
2022
Q2 		$861K Buy
9,052
+1,250
+16% +$119K 0.05% 331
2022
Q1 		$734K Sell
7,802
-33
-0.4% -$2.85K 0.04% 323
2021
Q4 		$663K Buy
7,835
+179
+2% +$14.1K 0.04% 335
2021
Q3 		$556K Buy
7,656
+6
+0.1% +$448 0.04% 337
2021
Q2 		$550K Buy
7,650
+246
+3% +$18.9K 0.04% 326
2021
Q1 		$554K Sell
7,404
-255
-3% -$17.9K 0.05% 281
2020
Q4 		$553K Buy
7,659
+4,846
+172% +$376K 0.06% 264
2020
Q3 		$219K Buy
+2,813
New +$208K 0.03% 389
2020
Q1 		– Sell
-2,765
Closed -$250K – 326
2019
Q4 		$250K Buy
2,765
+57
+2% +$5.11K 0.06% 304
2019
Q3 		$256K Buy
2,708
+4
+0.1% +$355 0.06% 288
2019
Q2 		$237K Buy
+2,704
New +$233K 0.06% 293

Other funds holding ED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Great Valley Advisor Group's ED Position: Q2 2026 in Review

Great Valley Advisor Group increased its Consolidated Edison (ED) stake by 6.3% in Q2 2026, buying an estimated $194K and bringing the position to 30,001 shares worth $3.32M. The position accounts for 0.05% of the portfolio, ranked #299.

Great Valley Advisor Group first reported a position in ED in Q2 2019 and has held it in 27 quarters since. The position peaked at $4.23M in Q3 2024. 1,435 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Great Valley Advisor Group held 30,001 shares of Consolidated Edison worth $3.32M as of Q2 2026.
  • Great Valley Advisor Group bought 1,782 Consolidated Edison shares in Q2 2026, an estimated $194K.
  • Consolidated Edison made up 0.05% of Great Valley Advisor Group's portfolio in Q2 2026, its #299 holding.
  • Great Valley Advisor Group first reported a position in Consolidated Edison in Q2 2019 and has held it in 27 quarters since.
  • Great Valley Advisor Group's Consolidated Edison position peaked at $4.23M in Q3 2024.
  • 1,435 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.