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HCR Wealth Advisors’s Consolidated Edison ED Stock Holding History

HCR Wealth Advisors’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 		$227K Buy
2,056
+6
+0.3% +$652 0.02% 240
2026
Q1 		$232K Buy
2,050
+14
+0.7% +$1.52K 0.02% 219
2025
Q4 		$202K Sell
2,036
-150
-7% -$14.9K 0.02% 245
2025
Q3 		$213K Sell
2,186
-9
-0.4% -$903 0.02% 226
2025
Q2 		$220K Hold
2,195
– – 0.03% 216
2025
Q1 		$243K Buy
+2,195
New +$215K 0.03% 202
2024
Q4 		– Sell
-2,186
Closed -$228K – 231
2024
Q3 		$228K Buy
+2,186
New +$216K 0.03% 214
2024
Q1 		– Sell
-2,352
Closed -$214K – 226
2023
Q4 		$214K Buy
+2,352
New +$210K 0.03% 190
2023
Q3 		– Sell
-2,596
Closed -$235K – 176
2023
Q2 		$235K Hold
2,596
– – 0.04% 155
2023
Q1 		$248K Hold
2,596
– – 0.05% 151
2022
Q4 		$247K Sell
2,596
-10
-0.4% -$910 0.05% 150
2022
Q3 		$223K Hold
2,606
– – 0.05% 154
2022
Q2 		$248K Hold
2,606
– – 0.05% 151
2022
Q1 		$247K Hold
2,606
– – 0.04% 164
2021
Q4 		$222K Buy
+2,606
New +$205K 0.03% 182
2021
Q1 		– Sell
-6,856
Closed -$495K – 191
2020
Q4 		$495K Buy
6,856
+200
+3% +$15.5K 0.1% 119
2020
Q3 		$521K Buy
6,656
+3,420
+106% +$252K 0.12% 103
2020
Q2 		$236K Sell
3,236
-135
-4% -$10.4K 0.06% 137
2020
Q1 		$263K Sell
3,371
-500
-13% -$43.8K 0.08% 127
2019
Q4 		$350K Buy
3,871
+1,332
+52% +$119K 0.08% 119
2019
Q3 		$240K Sell
2,539
-522
-17% -$46.3K 0.08% 136
2019
Q2 		$268K Hold
3,061
– – 0.08% 134
2019
Q1 		$260K Buy
3,061
+307
+11% +$24.5K 0.07% 149
2018
Q4 		$211K Hold
2,754
– – 0.07% 143
2018
Q3 		$210K Buy
+2,754
New +$217K 0.07% 146
2018
Q1 		– Sell
-2,504
Closed -$213K – 172
2017
Q4 		$213K Buy
+2,504
New +$215K 0.07% 157

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

HCR Wealth Advisors's ED Position: Q2 2026 in Review

HCR Wealth Advisors increased its Consolidated Edison (ED) stake by 0.29% in Q2 2026, buying an estimated $652 and bringing the position to 2,056 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #240.

HCR Wealth Advisors first reported a position in ED in Q4 2017 and has held it in 26 quarters since. The position peaked at $521K in Q3 2020. 1,423 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • HCR Wealth Advisors held 2,056 shares of Consolidated Edison worth $227K as of Q2 2026.
  • HCR Wealth Advisors bought 6 Consolidated Edison shares in Q2 2026, an estimated $652.
  • Consolidated Edison made up 0.02% of HCR Wealth Advisors's portfolio in Q2 2026, its #240 holding.
  • HCR Wealth Advisors first reported a position in Consolidated Edison in Q4 2017 and has held it in 26 quarters since.
  • HCR Wealth Advisors's Consolidated Edison position peaked at $521K in Q3 2020.
  • 1,423 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.