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Independent Financial Group’s Consolidated Edison ED Stock Holding History

Independent Financial Group’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 		$546K Sell
4,938
-151
-3% -$16.4K 0.01% 958
2026
Q1 		$576K Buy
5,089
+348
+7% +$37.7K 0.01% 864
2025
Q4 		$471K Buy
4,741
+390
+9% +$38.7K 0.01% 932
2025
Q3 		$437K Sell
4,351
-70
-2% -$7.02K 0.01% 916
2025
Q2 		$444K Buy
4,421
+2,083
+89% +$221K 0.01% 829
2025
Q1 		$259K Buy
2,338
+1
+0% +$98 0.01% 996
2024
Q4 		$209K Sell
2,337
-200
-8% -$19.7K 0.01% 1081
2024
Q3 		$264K Sell
2,537
-242
-9% -$23.9K 0.01% 927
2024
Q2 		$248K Sell
2,779
-113
-4% -$10.5K 0.01% 926
2024
Q1 		$263K Buy
2,892
+323
+13% +$29K 0.01% 843
2023
Q4 		$234K Buy
2,569
+19
+0.7% +$1.7K 0.01% 835
2023
Q3 		$218K Sell
2,550
-163
-6% -$14.8K 0.01% 799
2023
Q2 		$245K Buy
2,713
+469
+21% +$44.8K 0.02% 742
2023
Q1 		$215K Buy
+2,244
New +$210K 0.02% 749
2021
Q3 		– Sell
-12,006
Closed -$861K – 722
2021
Q2 		$861K Buy
12,006
+9,236
+333% +$709K 0.09% 248
2021
Q1 		$207K Buy
+2,770
New +$195K 0.03% 591

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

Independent Financial Group's ED Position: Q2 2026 in Review

Independent Financial Group reduced its Consolidated Edison (ED) stake by 3% in Q2 2026, selling an estimated $16.4K and leaving 4,938 shares worth $546K. The position accounts for 0.01% of the portfolio, ranked #958.

Independent Financial Group first reported a position in ED in Q1 2021 and has held it in 16 quarters since. The position peaked at $861K in Q2 2021. 1,423 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Independent Financial Group held 4,938 shares of Consolidated Edison worth $546K as of Q2 2026.
  • Independent Financial Group sold 151 Consolidated Edison shares in Q2 2026, an estimated $16.4K.
  • Consolidated Edison made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #958 holding.
  • Independent Financial Group first reported a position in Consolidated Edison in Q1 2021 and has held it in 16 quarters since.
  • Independent Financial Group's Consolidated Edison position peaked at $861K in Q2 2021.
  • 1,423 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.