IAA
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Independent Advisor Alliance’s Consolidated Edison ED Stock Holding History

Independent Advisor Alliance’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 		$3.78M Buy
34,156
+1,769
+5% +$192K 0.09% 168
2026
Q1 		$3.67M Buy
32,387
+2,930
+10% +$317K 0.04% 392
2025
Q4 		$2.93M Buy
29,457
+134
+0.5% +$13.3K 0.07% 224
2025
Q3 		$2.95M Buy
29,323
+2,508
+9% +$252K 0.08% 216
2025
Q2 		$2.69M Sell
26,815
-1,351
-5% -$143K 0.08% 217
2025
Q1 		$3.11M Buy
28,166
+1,259
+5% +$123K 0.1% 177
2024
Q4 		$2.4M Buy
26,907
+4,268
+19% +$420K 0.03% 466
2024
Q3 		$2.36M Sell
22,639
-377
-2% -$37.3K 0.09% 196
2024
Q2 		$2.06M Buy
23,016
+4,163
+22% +$386K 0.07% 217
2024
Q1 		$1.71M Buy
18,853
+825
+5% +$74K 0.06% 239
2023
Q4 		$1.64M Sell
18,028
-3,149
-15% -$281K 0.06% 236
2023
Q3 		$1.81M Sell
21,177
-358
-2% -$32.6K 0.08% 207
2023
Q2 		$1.95M Sell
21,535
-768
-3% -$73.4K 0.09% 198
2023
Q1 		$2.13M Buy
22,303
+3,080
+16% +$288K 0.1% 180
2022
Q4 		$1.83K Buy
19,223
+501
+3% +$45.6K ﹤0.01% 261
2022
Q3 		$1.61M Buy
18,722
+2,598
+16% +$251K 0.09% 203
2022
Q2 		$1.53M Buy
16,124
+2,209
+16% +$210K 0.09% 195
2022
Q1 		$1.32M Buy
13,915
+7,813
+128% +$675K 0.06% 237
2021
Q4 		$521K Buy
6,102
+2,387
+64% +$188K 0.03% 391
2021
Q3 		$270K Sell
3,715
-414
-10% -$30.9K 0.02% 512
2021
Q2 		$296K Buy
4,129
+128
+3% +$9.82K 0.02% 507
2021
Q1 		$299K Buy
4,001
+267
+7% +$18.8K 0.02% 484
2020
Q4 		$270K Sell
3,734
-500
-12% -$38.8K 0.02% 450
2020
Q3 		$329K Sell
4,234
-1,073
-20% -$79.2K 0.03% 372
2020
Q2 		$382K Sell
5,307
-2,329
-31% -$179K 0.04% 320
2020
Q1 		$596K Sell
7,636
-346
-4% -$30.3K 0.09% 190
2019
Q4 		$722K Buy
7,982
+1,874
+31% +$168K 0.03% 448
2019
Q3 		$577K Sell
6,108
-253
-4% -$22.5K 0.07% 235
2019
Q2 		$558K Buy
6,361
+83
+1% +$7.15K 0.08% 212
2019
Q1 		$532K Buy
6,278
+405
+7% +$32.4K 0.07% 226
2018
Q4 		$449K Buy
5,873
+181
+3% +$14.2K 0.08% 216
2018
Q3 		$428K Sell
5,692
-1,663
-23% -$131K 0.08% 210
2018
Q2 		$569K Buy
7,355
+790
+12% +$60.4K 0.12% 173
2018
Q1 		$506K Sell
6,565
-223
-3% -$17.3K 0.11% 188
2017
Q4 		$563K Sell
6,788
-916
-12% -$78.7K 0.13% 169
2017
Q3 		$628K Buy
7,704
+101
+1% +$8.36K 0.17% 137
2017
Q2 		$611K Sell
7,603
-820
-10% -$66.3K 0.19% 122
2017
Q1 		$661K Buy
8,423
+701
+9% +$52.7K 0.1% 207
2016
Q4 		$564K Buy
+7,722
New +$558K 0.24% 105

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

Independent Advisor Alliance's ED Position: Q2 2026 in Review

Independent Advisor Alliance increased its Consolidated Edison (ED) stake by 5.5% in Q2 2026, buying an estimated $192K and bringing the position to 34,156 shares worth $3.78M. The position accounts for 0.09% of the portfolio, ranked #168.

Independent Advisor Alliance first reported a position in ED in Q4 2016 and has held it in 39 quarters since. 1,421 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Independent Advisor Alliance held 34,156 shares of Consolidated Edison worth $3.78M as of Q2 2026.
  • Independent Advisor Alliance bought 1,769 Consolidated Edison shares in Q2 2026, an estimated $192K.
  • Consolidated Edison made up 0.09% of Independent Advisor Alliance's portfolio in Q2 2026, its #168 holding.
  • Independent Advisor Alliance first reported a position in Consolidated Edison in Q4 2016 and has held it in 39 quarters since.
  • 1,421 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.