Innovative Asset Advisors Group’s Consolidated Edison ED Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$155K Buy
1,399
+17
+1% +$1.85K 0.07% 213
2026
Q1
$156K Buy
+1,382
New +$150K 0.09% 156

Other funds holding ED

Innovative Asset Advisors Group's ED Position: Q2 2026 in Review

Innovative Asset Advisors Group increased its Consolidated Edison (ED) stake by 1.2% in Q2 2026, buying an estimated $1.85K and bringing the position to 1,399 shares worth $155K. The position accounts for 0.07% of the portfolio, ranked #213.

Innovative Asset Advisors Group first reported a position in ED in Q1 2026 and has held it in 2 quarters since. The position peaked at $156K in Q1 2026. 1,357 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Innovative Asset Advisors Group held 1,399 shares of Consolidated Edison worth $155K as of Q2 2026.
  • Innovative Asset Advisors Group bought 17 Consolidated Edison shares in Q2 2026, an estimated $1.85K.
  • Consolidated Edison made up 0.07% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #213 holding.
  • Innovative Asset Advisors Group first reported a position in Consolidated Edison in Q1 2026 and has held it in 2 quarters since.
  • Innovative Asset Advisors Group's Consolidated Edison position peaked at $156K in Q1 2026.
  • 1,357 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.