Lake Street Private Wealth’s Consolidated Edison ED Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$205K Buy
1,852
+30
+2% +$3.26K 0.02% 271
2026
Q1
$206K Buy
+1,822
New +$197K 0.03% 257
2025
Q2
Sell
-2,039
Closed -$225K 263
2025
Q1
$225K Buy
+2,039
New +$200K 0.04% 225
2024
Q4
Sell
-2,069
Closed -$215K 257
2024
Q3
$215K Buy
+2,069
New +$205K 0.03% 242

Other funds holding ED

Lake Street Private Wealth's ED Position: Q2 2026 in Review

Lake Street Private Wealth increased its Consolidated Edison (ED) stake by 1.6% in Q2 2026, buying an estimated $3.26K and bringing the position to 1,852 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #271.

Lake Street Private Wealth first reported a position in ED in Q3 2024 and has held it in 4 quarters since. The position peaked at $225K in Q1 2025. 1,423 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Lake Street Private Wealth held 1,852 shares of Consolidated Edison worth $205K as of Q2 2026.
  • Lake Street Private Wealth bought 30 Consolidated Edison shares in Q2 2026, an estimated $3.26K.
  • Consolidated Edison made up 0.02% of Lake Street Private Wealth's portfolio in Q2 2026, its #271 holding.
  • Lake Street Private Wealth first reported a position in Consolidated Edison in Q3 2024 and has held it in 4 quarters since.
  • Lake Street Private Wealth's Consolidated Edison position peaked at $225K in Q1 2025.
  • 1,423 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.