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Guardian Wealth Advisors (Minnesota)’s Consolidated Edison ED Stock Holding History

Guardian Wealth Advisors (Minnesota)’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
Q1 		$534K Sell
4,717
-5
-0.1% -$541 0.31% 34
2025
Q4 		$469K Sell
4,722
-685
-13% -$68K 0.26% 38
2025
Q3 		$543K Sell
5,407
-260
-5% -$26.1K 0.31% 36
2025
Q2 		$569K Sell
5,667
-288
-5% -$30.5K 0.34% 34
2025
Q1 		$659K Sell
5,955
-380
-6% -$37.3K 0.42% 32
2024
Q4 		$565K Sell
6,335
-7
-0.1% -$689 0.36% 39
2024
Q3 		$660K Buy
6,342
+165
+3% +$16.3K 0.41% 36
2024
Q2 		$552K Sell
6,177
-165
-3% -$15.3K 0.36% 43
2024
Q1 		$576K Buy
6,342
+40
+0.6% +$3.59K 0.37% 44
2023
Q4 		$573K Buy
6,302
+13
+0.2% +$1.16K 0.4% 36
2023
Q3 		$538K Buy
6,289
+135
+2% +$12.3K 0.41% 34
2023
Q2 		$556K Buy
6,154
+49
+0.8% +$4.68K 0.41% 36
2023
Q1 		$584K Buy
6,105
+371
+6% +$34.7K 0.46% 35
2022
Q4 		$546K Sell
5,734
-101
-2% -$9.19K 0.49% 33
2022
Q3 		$500K Buy
5,835
+62
+1% +$5.98K 0.49% 33
2022
Q2 		$549K Buy
5,773
+205
+4% +$19.5K 0.51% 34
2022
Q1 		$527K Buy
5,568
+200
+4% +$17.3K 0.43% 41
2021
Q4 		$458K Buy
5,368
+460
+9% +$36.1K 0.37% 44
2021
Q3 		$356K Sell
4,908
-797
-14% -$59.5K 0.32% 49
2021
Q2 		$409K Buy
5,705
+202
+4% +$15.5K 0.35% 46
2021
Q1 		$412K Sell
5,503
-33
-0.6% -$2.32K 0.38% 46
2020
Q4 		$400K Buy
+5,536
New +$430K 0.4% 45

Other funds holding ED

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Guardian Wealth Advisors (Minnesota)'s ED Position: Q1 2026 in Review

Guardian Wealth Advisors (Minnesota) reduced its Consolidated Edison (ED) stake by 0.11% in Q1 2026, selling an estimated $541 and leaving 4,717 shares worth $534K. The position accounts for 0.31% of the portfolio, ranked #34.

Guardian Wealth Advisors (Minnesota) first reported a position in ED in Q4 2020 and has held it in 22 quarters since. The position peaked at $660K in Q3 2024. 1,413 funds tracked by Wall St. Rank hold ED as of Q1 2026.

  • Guardian Wealth Advisors (Minnesota) held 4,717 shares of Consolidated Edison worth $534K as of Q1 2026.
  • Guardian Wealth Advisors (Minnesota) sold 5 Consolidated Edison shares in Q1 2026, an estimated $541.
  • Consolidated Edison made up 0.31% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q1 2026, its #34 holding.
  • Guardian Wealth Advisors (Minnesota) first reported a position in Consolidated Edison in Q4 2020 and has held it in 22 quarters since.
  • Guardian Wealth Advisors (Minnesota)'s Consolidated Edison position peaked at $660K in Q3 2024.
  • 1,413 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q1 2026, filed 1 May 2026.