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JFS Wealth Advisors’s Consolidated Edison ED Stock Holding History

JFS Wealth 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 		$12.3K Sell
111
-246
-69% -$26.7K ﹤0.01% 926
2026
Q1 		$40.4K Sell
357
-93
-21% -$10.1K ﹤0.01% 569
2025
Q4 		$44.7K Buy
450
+38
+9% +$3.77K ﹤0.01% 552
2025
Q3 		$41.4K Buy
412
+110
+36% +$11K ﹤0.01% 539
2025
Q2 		$30.3K Hold
302
– – ﹤0.01% 566
2025
Q1 		$33.4K Hold
302
– – ﹤0.01% 547
2024
Q4 		$26.9K Hold
302
– – ﹤0.01% 580
2024
Q3 		$31.4K Buy
302
+3
+1% +$297 ﹤0.01% 542
2024
Q2 		$26.7K Sell
299
-3
-1% -$278 ﹤0.01% 535
2024
Q1 		$27.4K Sell
302
-16
-5% -$1.44K ﹤0.01% 554
2023
Q4 		$28.9K Buy
318
+15
+5% +$1.34K ﹤0.01% 510
2023
Q3 		$25.9K Hold
303
– – ﹤0.01% 490
2023
Q2 		$27.4K Hold
303
– – ﹤0.01% 473
2023
Q1 		$29K Sell
303
-6
-2% -$562 ﹤0.01% 456
2022
Q4 		$29.5K Sell
309
-202
-40% -$18.4K ﹤0.01% 451
2022
Q3 		$44K Sell
511
-20
-4% -$1.93K ﹤0.01% 401
2022
Q2 		$50K Buy
531
+49
+10% +$4.67K 0.01% 393
2022
Q1 		$46K Buy
482
+53
+12% +$4.58K ﹤0.01% 443
2021
Q4 		$37K Buy
429
+32
+8% +$2.51K ﹤0.01% 467
2021
Q3 		$29K Buy
+397
New +$29.6K ﹤0.01% 487

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

JFS Wealth Advisors's ED Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Consolidated Edison (ED) stake by 69% in Q2 2026, selling an estimated $26.7K and leaving 111 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #926.

JFS Wealth Advisors first reported a position in ED in Q3 2021 and has held it in 20 quarters since. The position peaked at $50K in Q2 2022. 1,424 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • JFS Wealth Advisors held 111 shares of Consolidated Edison worth $12.3K as of Q2 2026.
  • JFS Wealth Advisors sold 246 Consolidated Edison shares in Q2 2026, an estimated $26.7K.
  • Consolidated Edison made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #926 holding.
  • JFS Wealth Advisors first reported a position in Consolidated Edison in Q3 2021 and has held it in 20 quarters since.
  • JFS Wealth Advisors's Consolidated Edison position peaked at $50K in Q2 2022.
  • 1,424 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.