Kapstone Financial Advisors’s Consolidated Edison ED Stock Holding History

Kapstone Financial 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	$234K	Hold	2,111	–	–	0.1%	146
2026 Q1	$239K	Hold	2,111	–	–	0.12%	121
2025 Q4	$210K	Hold	2,111	–	–	0.1%	118
2025 Q3	$212K	Hold	2,111	–	–	0.1%	108
2025 Q2	$212K	Hold	2,111	–	–	0.11%	105
2025 Q1	$233K	Buy	+2,111	New	+$207K	0.13%	91
2024 Q4	–	Sell	-2,111	Closed	-$220K	–	116
2024 Q3	$220K	Buy	+2,111	New	+$209K	0.13%	97
2023 Q2	–	Sell	-2,111	Closed	-$207K	–	102
2023 Q1	$207K	Hold	2,111	–	–	0.19%	86
2022 Q4	$201K	Buy	+2,111	New	+$192K	0.18%	97

Other funds holding ED

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Kapstone Financial Advisors's ED Position: Q2 2026 in Review

Kapstone Financial Advisors held its Consolidated Edison (ED) position steady in Q2 2026 at 2,111 shares worth $234K. The position accounts for 0.1% of the portfolio, ranked #146.

Kapstone Financial Advisors first reported a position in ED in Q4 2022 and has held it in 9 quarters since. The position peaked at $239K in Q1 2026. 1,431 funds tracked by Wall St. Rank hold ED as of Q2 2026.

Kapstone Financial Advisors held 2,111 shares of Consolidated Edison worth $234K as of Q2 2026.
Kapstone Financial Advisors left its Consolidated Edison share count unchanged in Q2 2026.
Consolidated Edison made up 0.1% of Kapstone Financial Advisors's portfolio in Q2 2026, its #146 holding.
Kapstone Financial Advisors first reported a position in Consolidated Edison in Q4 2022 and has held it in 9 quarters since.
Kapstone Financial Advisors's Consolidated Edison position peaked at $239K in Q1 2026.
1,431 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.