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Laurel Oak Wealth Management’s Consolidated Edison ED Stock Holding History

Laurel Oak Wealth Management’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 		$464K Buy
4,190
+26
+0.6% +$2.83K 0.07% 216
2026
Q1 		$471K Sell
4,164
-67
-2% -$7.26K 0.08% 205
2025
Q4 		$420K Buy
+4,231
New +$420K 0.07% 214

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

Laurel Oak Wealth Management's ED Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its Consolidated Edison (ED) stake by 0.62% in Q2 2026, buying an estimated $2.83K and bringing the position to 4,190 shares worth $464K. The position accounts for 0.07% of the portfolio, ranked #216.

Laurel Oak Wealth Management first reported a position in ED in Q4 2025 and has held it in 3 quarters since. The position peaked at $471K in Q1 2026. 1,435 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Laurel Oak Wealth Management held 4,190 shares of Consolidated Edison worth $464K as of Q2 2026.
  • Laurel Oak Wealth Management bought 26 Consolidated Edison shares in Q2 2026, an estimated $2.83K.
  • Consolidated Edison made up 0.07% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #216 holding.
  • Laurel Oak Wealth Management first reported a position in Consolidated Edison in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's Consolidated Edison position peaked at $471K in Q1 2026.
  • 1,435 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.