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Joseph P. Lucia & Associates’s Consolidated Edison ED Stock Holding History

Joseph P. Lucia & Associates’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 		$861K Buy
7,786
+11
+0.1% +$1.2K 0.26% 76
2026
Q1 		$880K Buy
7,775
+11
+0.1% +$1.19K 0.31% 73
2025
Q4 		$771K Buy
7,764
+12
+0.2% +$1.19K 0.28% 76
2025
Q3 		$779K Buy
7,752
+11
+0.1% +$1.1K 0.29% 78
2025
Q2 		$777K Sell
7,741
-1,015
-12% -$107K 0.32% 74
2025
Q1 		$968K Buy
8,756
+11
+0.1% +$1.08K 0.44% 64
2024
Q4 		$780K Buy
8,745
+162
+2% +$16K 0.35% 70
2024
Q3 		$894K Buy
8,583
+8
+0.1% +$791 0.41% 66
2024
Q2 		$767K Buy
8,575
+11
+0.1% +$1.02K 0.39% 65
2024
Q1 		$778K Buy
8,564
+10
+0.1% +$897 0.42% 62
2023
Q4 		$778K Buy
8,554
+10
+0.1% +$893 0.48% 58
2023
Q3 		$731K Buy
8,544
+9
+0.1% +$820 0.51% 56
2023
Q2 		$772K Buy
8,535
+10
+0.1% +$956 0.52% 55
2023
Q1 		$816K Sell
8,525
-1,091
-11% -$102K 0.57% 51
2022
Q4 		$917K Buy
9,616
+9
+0.1% +$819 0.69% 44
2022
Q3 		$824K Buy
9,607
+108
+1% +$10.4K 0.65% 45
2022
Q2 		$903K Buy
9,499
+10
+0.1% +$952 0.64% 44
2022
Q1 		$898K Buy
9,489
+9
+0.1% +$778 0.55% 47
2021
Q4 		$809K Buy
9,480
+9
+0.1% +$707 0.51% 53
2021
Q3 		$688K Buy
9,471
+11
+0.1% +$821 0.41% 64
2021
Q2 		$679K Sell
9,460
-151
-2% -$11.6K 0.41% 66
2021
Q1 		$719K Sell
9,611
-32
-0.3% -$2.25K 0.32% 61
2020
Q4 		$697K Sell
9,643
-13
-0.1% -$1.01K 0.49% 55
2020
Q3 		$751K Buy
9,656
+36
+0.4% +$2.66K 0.7% 47
2020
Q2 		$692K Buy
9,620
+11
+0.1% +$845 0.62% 49
2020
Q1 		$750K Buy
9,609
+10
+0.1% +$877 0.83% 40
2019
Q4 		$868K Sell
9,599
-739
-7% -$66.2K 0.79% 35
2019
Q3 		$977K Buy
10,338
+10
+0.1% +$888 1.01% 30
2019
Q2 		$906K Sell
10,328
-808,085
-99% -$69.6M 0.95% 33
2019
Q1 		$9.77K Buy
+818,413
New +$65.4M 0.73% 32

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

Joseph P. Lucia & Associates's ED Position: Q2 2026 in Review

Joseph P. Lucia & Associates increased its Consolidated Edison (ED) stake by 0.14% in Q2 2026, buying an estimated $1.2K and bringing the position to 7,786 shares worth $861K. The position accounts for 0.26% of the portfolio, ranked #76.

Joseph P. Lucia & Associates first reported a position in ED in Q1 2019 and has held it in 30 quarters since. The position peaked at $977K in Q3 2019. 1,423 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Joseph P. Lucia & Associates held 7,786 shares of Consolidated Edison worth $861K as of Q2 2026.
  • Joseph P. Lucia & Associates bought 11 Consolidated Edison shares in Q2 2026, an estimated $1.2K.
  • Consolidated Edison made up 0.26% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #76 holding.
  • Joseph P. Lucia & Associates first reported a position in Consolidated Edison in Q1 2019 and has held it in 30 quarters since.
  • Joseph P. Lucia & Associates's Consolidated Edison position peaked at $977K in Q3 2019.
  • 1,423 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.