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Kestra Private Wealth Services’s Consolidated Edison ED Stock Holding History

Kestra Private Wealth Services’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 		$2.17M Buy
19,650
+8,514
+76% +$926K 0.02% 565
2026
Q1 		$1.26M Buy
11,136
+180
+2% +$19.5K 0.02% 729
2025
Q4 		$1.09M Sell
10,956
-242
-2% -$24K 0.01% 778
2025
Q3 		$1.13M Buy
11,198
+75
+0.7% +$7.53K 0.01% 725
2025
Q2 		$1.12M Buy
11,123
+272
+3% +$28.8K 0.02% 701
2025
Q1 		$1.2M Buy
10,851
+457
+4% +$44.8K 0.02% 613
2024
Q4 		$927K Buy
10,394
+1,514
+17% +$149K 0.02% 679
2024
Q3 		$925K Sell
8,880
-643
-7% -$63.6K 0.02% 640
2024
Q2 		$852K Buy
9,523
+3,178
+50% +$295K 0.02% 630
2024
Q1 		$576K Buy
6,345
+161
+3% +$14.4K 0.01% 743
2023
Q4 		$563K Buy
6,184
+242
+4% +$21.6K 0.01% 691
2023
Q3 		$508K Buy
5,942
+2,391
+67% +$218K 0.02% 657
2023
Q2 		$321K Sell
3,551
-279
-7% -$26.7K 0.01% 800
2023
Q1 		$366K Sell
3,830
-1,095
-22% -$103K 0.01% 705
2022
Q4 		$469K Buy
4,925
+97
+2% +$8.82K 0.02% 539
2022
Q3 		$414K Buy
4,828
+208
+5% +$20.1K 0.02% 543
2022
Q2 		$439K Buy
4,620
+297
+7% +$28.3K 0.03% 543
2022
Q1 		$409K Sell
4,323
-56
-1% -$4.84K 0.02% 642
2021
Q4 		$374K Sell
4,379
-94
-2% -$7.39K 0.02% 684
2021
Q3 		$325K Sell
4,473
-64
-1% -$4.78K 0.02% 673
2021
Q2 		$325K Sell
4,537
-187
-4% -$14.4K 0.02% 646
2021
Q1 		$353K Buy
4,724
+366
+8% +$25.7K 0.02% 551
2020
Q4 		$310K Buy
4,358
+1,573
+56% +$122K 0.02% 557
2020
Q3 		$217K Buy
+2,785
New +$206K 0.02% 579

Other funds holding ED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Kestra Private Wealth Services's ED Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Consolidated Edison (ED) stake by 76% in Q2 2026, buying an estimated $926K and bringing the position to 19,650 shares worth $2.17M. The position accounts for 0.02% of the portfolio, ranked #565.

Kestra Private Wealth Services first reported a position in ED in Q3 2020 and has held it in 24 quarters since. 1,435 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Kestra Private Wealth Services held 19,650 shares of Consolidated Edison worth $2.17M as of Q2 2026.
  • Kestra Private Wealth Services bought 8,514 Consolidated Edison shares in Q2 2026, an estimated $926K.
  • Consolidated Edison made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #565 holding.
  • Kestra Private Wealth Services first reported a position in Consolidated Edison in Q3 2020 and has held it in 24 quarters since.
  • 1,435 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.