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Kingswood Wealth Advisors’s Consolidated Edison ED Stock Holding History

Kingswood 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 		$572K Buy
5,172
+742
+17% +$80.7K 0.02% 574
2026
Q1 		$501K Buy
4,430
+17
+0.4% +$1.84K 0.02% 550
2025
Q4 		$438K Buy
4,413
+2,002
+83% +$199K 0.02% 560
2025
Q3 		$242K Buy
+2,411
New +$242K 0.01% 701
2025
Q1 		– Sell
-2,631
Closed -$235K – 749
2024
Q4 		$235K Sell
2,631
-1,949
-43% -$192K 0.02% 690
2024
Q3 		$477K Buy
4,580
+151
+3% +$14.9K 0.03% 461
2024
Q2 		$396K Sell
4,429
-736
-14% -$68.2K 0.04% 443
2024
Q1 		$469K Sell
5,165
-2,541
-33% -$228K 0.05% 366
2023
Q4 		$701K Sell
7,706
-1,957
-20% -$175K 0.08% 271
2023
Q3 		$826K Buy
+9,663
New +$880K 0.14% 169

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

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

Kingswood Wealth Advisors increased its Consolidated Edison (ED) stake by 17% in Q2 2026, buying an estimated $80.7K and bringing the position to 5,172 shares worth $572K. The position accounts for 0.02% of the portfolio, ranked #574.

Kingswood Wealth Advisors first reported a position in ED in Q3 2023 and has held it in 10 quarters since. The position peaked at $826K in Q3 2023. 1,423 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Kingswood Wealth Advisors held 5,172 shares of Consolidated Edison worth $572K as of Q2 2026.
  • Kingswood Wealth Advisors bought 742 Consolidated Edison shares in Q2 2026, an estimated $80.7K.
  • Consolidated Edison made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #574 holding.
  • Kingswood Wealth Advisors first reported a position in Consolidated Edison in Q3 2023 and has held it in 10 quarters since.
  • Kingswood Wealth Advisors's Consolidated Edison position peaked at $826K in Q3 2023.
  • 1,423 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.