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HB Wealth Management’s Consolidated Edison ED Stock Holding History

HB Wealth Management’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 		$2.31M Buy
20,890
+2,172
+12% +$236K 0.01% 438
2026
Q1 		$2.12M Buy
18,718
+3,145
+20% +$341K 0.01% 415
2025
Q4 		$1.55M Buy
15,573
+2,818
+22% +$280K 0.01% 478
2025
Q3 		$1.28M Buy
12,755
+1,832
+17% +$184K 0.01% 541
2025
Q2 		$1.1M Sell
10,923
-616
-5% -$65.2K 0.01% 508
2025
Q1 		$1.28M Buy
11,539
+2,214
+24% +$217K 0.01% 481
2024
Q4 		$832K Buy
9,325
+981
+12% +$96.6K 0.01% 458
2024
Q3 		$869K Buy
8,344
+965
+13% +$95.5K 0.01% 429
2024
Q2 		$660K Buy
7,379
+650
+10% +$60.3K 0.01% 464
2024
Q1 		$611K Sell
6,729
-755
-10% -$67.7K 0.01% 443
2023
Q4 		$681K Buy
7,484
+3,147
+73% +$281K 0.01% 386
2023
Q3 		$371K Sell
4,337
-227
-5% -$20.7K 0.01% 516
2023
Q2 		$413K Sell
4,564
-214
-4% -$20.5K 0.01% 465
2023
Q1 		$457K Buy
4,778
+2,387
+100% +$224K 0.01% 430
2022
Q4 		$228K Sell
2,391
-533
-18% -$48.5K ﹤0.01% 608
2022
Q3 		$251K Buy
+2,924
New +$282K 0.01% 477

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

HB Wealth Management's ED Position: Q2 2026 in Review

HB Wealth Management increased its Consolidated Edison (ED) stake by 12% in Q2 2026, buying an estimated $236K and bringing the position to 20,890 shares worth $2.31M. The position accounts for 0.01% of the portfolio, ranked #438.

HB Wealth Management first reported a position in ED in Q3 2022 and has held it in 16 quarters since. 1,421 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • HB Wealth Management held 20,890 shares of Consolidated Edison worth $2.31M as of Q2 2026.
  • HB Wealth Management bought 2,172 Consolidated Edison shares in Q2 2026, an estimated $236K.
  • Consolidated Edison made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #438 holding.
  • HB Wealth Management first reported a position in Consolidated Edison in Q3 2022 and has held it in 16 quarters since.
  • 1,421 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.