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Legacy Financial Advisors’s Consolidated Edison ED Stock Holding History

Legacy 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 		$345K Buy
3,120
+322
+12% +$35K 0.04% 320
2026
Q1 		$317K Sell
2,798
-285
-9% -$30.9K 0.04% 313
2025
Q4 		$306K Sell
3,083
-389
-11% -$38.6K 0.04% 312
2025
Q3 		$349K Buy
3,472
+1,164
+50% +$117K 0.05% 291
2025
Q2 		$232K Buy
2,308
+119
+5% +$12.6K 0.04% 313
2025
Q1 		$242K Buy
+2,189
New +$215K 0.04% 315
2024
Q4 		– Sell
-2,260
Closed -$235K – 353
2024
Q3 		$235K Buy
+2,260
New +$224K 0.04% 314
2019
Q2 		– Sell
-478
Closed -$41K – 336
2019
Q1 		$41K Buy
478
+153
+47% +$12.2K 0.01% 306
2018
Q4 		$25K Buy
325
+17
+6% +$1.33K 0.01% 364
2018
Q3 		$23K Hold
308
– – 0.01% 353
2018
Q2 		$24K Buy
308
+46
+18% +$3.51K 0.01% 349
2018
Q1 		$20K Sell
262
-94
-26% -$7.31K 0.01% 366
2017
Q4 		$30K Buy
+356
New +$30.6K 0.01% 306

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
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

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

Legacy Financial Advisors increased its Consolidated Edison (ED) stake by 12% in Q2 2026, buying an estimated $35K and bringing the position to 3,120 shares worth $345K. The position accounts for 0.04% of the portfolio, ranked #320.

Legacy Financial Advisors first reported a position in ED in Q4 2017 and has held it in 13 quarters since. The position peaked at $349K in Q3 2025. 1,431 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Legacy Financial Advisors held 3,120 shares of Consolidated Edison worth $345K as of Q2 2026.
  • Legacy Financial Advisors bought 322 Consolidated Edison shares in Q2 2026, an estimated $35K.
  • Consolidated Edison made up 0.04% of Legacy Financial Advisors's portfolio in Q2 2026, its #320 holding.
  • Legacy Financial Advisors first reported a position in Consolidated Edison in Q4 2017 and has held it in 13 quarters since.
  • Legacy Financial Advisors's Consolidated Edison position peaked at $349K in Q3 2025.
  • 1,431 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.