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Herold Advisors’s Consolidated Edison ED Stock Holding History

Herold 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 		$1.92M Buy
17,334
+104
+0.6% +$11.3K 0.38% 73
2026
Q1 		$1.95M Sell
17,230
-8
-0% -$866 0.43% 65
2025
Q4 		$1.71M Buy
17,238
+76
+0.4% +$7.54K 0.38% 70
2025
Q3 		$1.73M Sell
17,162
-193
-1% -$19.4K 0.4% 70
2025
Q2 		$1.74M Sell
17,355
-492
-3% -$52.1K 0.37% 78
2025
Q1 		$1.97M Sell
17,847
-84
-0.5% -$8.24K 0.43% 66
2024
Q4 		$1.6M Buy
17,931
+607
+4% +$59.8K 0.35% 80
2024
Q3 		$1.8M Buy
17,324
+314
+2% +$31.1K 0.39% 69
2024
Q2 		$1.52M Sell
17,010
-1,285
-7% -$119K 0.35% 77
2024
Q1 		$1.66M Sell
18,295
-1,085
-6% -$97.3K 0.4% 69
2023
Q4 		$1.76M Buy
19,380
+715
+4% +$63.9K 0.49% 64
2023
Q3 		$1.6M Buy
18,665
+1,069
+6% +$97.4K 0.49% 62
2023
Q2 		$1.59M Buy
17,596
+472
+3% +$45.1K 0.49% 59
2023
Q1 		$1.64M Buy
17,124
+11
+0.1% +$1.03K 0.57% 50
2022
Q4 		$1.63M Buy
17,113
+8,975
+110% +$817K 0.69% 45
2022
Q3 		$697K Buy
8,138
+1,177
+17% +$114K 0.34% 91
2022
Q2 		$661K Buy
6,961
+12
+0.2% +$1.14K 0.29% 99
2022
Q1 		$658K Buy
6,949
+11
+0.2% +$950 0.23% 109
2021
Q4 		$591K Sell
6,938
-93
-1% -$7.31K 0.23% 114
2021
Q3 		$510K Buy
+7,031
New +$525K 0.2% 126

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

Herold Advisors's ED Position: Q2 2026 in Review

Herold Advisors increased its Consolidated Edison (ED) stake by 0.6% in Q2 2026, buying an estimated $11.3K and bringing the position to 17,334 shares worth $1.92M. The position accounts for 0.38% of the portfolio, ranked #73.

Herold Advisors first reported a position in ED in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.97M in Q1 2025. 1,430 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Herold Advisors held 17,334 shares of Consolidated Edison worth $1.92M as of Q2 2026.
  • Herold Advisors bought 104 Consolidated Edison shares in Q2 2026, an estimated $11.3K.
  • Consolidated Edison made up 0.38% of Herold Advisors's portfolio in Q2 2026, its #73 holding.
  • Herold Advisors first reported a position in Consolidated Edison in Q3 2021 and has held it in 20 quarters since.
  • Herold Advisors's Consolidated Edison position peaked at $1.97M in Q1 2025.
  • 1,430 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.