Heritage Family Offices’s Consolidated Edison ED Stock Holding History

Heritage Family Offices’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	$232K	Buy	+2,096	New	+$228K	0.09%	194

Other funds holding ED

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heritage Family Offices's ED Position: Q2 2026 in Review

Heritage Family Offices opened a new position in Consolidated Edison (ED) in Q2 2026: 2,096 shares worth $232K. The stake represents 0.09% of the portfolio and ranks #194 among its holdings.

1,423 funds tracked by Wall St. Rank hold ED as of Q2 2026.

Heritage Family Offices held 2,096 shares of Consolidated Edison worth $232K as of Q2 2026.
Consolidated Edison was a new Heritage Family Offices position in Q2 2026.
Consolidated Edison made up 0.09% of Heritage Family Offices's portfolio in Q2 2026, its #194 holding.
1,423 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.