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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Legacy Financial Advisors's ED Position: Q1 2026 in Review

Legacy Financial Advisors reduced its Consolidated Edison (ED) stake by 9.2% in Q1 2026, selling an estimated $30.9K and leaving 2,798 shares worth $317K. The position accounts for 0.04% of the portfolio, ranked #313.

Legacy Financial Advisors first reported a position in ED in Q4 2017 and has held it in 12 quarters since. The position peaked at $349K in Q3 2025. 1,415 funds tracked by Wall St. Rank hold ED as of Q1 2026.

Legacy Financial Advisors held 2,798 shares of Consolidated Edison worth $317K as of Q1 2026.
Legacy Financial Advisors sold 285 Consolidated Edison shares in Q1 2026, an estimated $30.9K.
Consolidated Edison made up 0.04% of Legacy Financial Advisors's portfolio in Q1 2026, its #313 holding.
Legacy Financial Advisors first reported a position in Consolidated Edison in Q4 2017 and has held it in 12 quarters since.
Legacy Financial Advisors's Consolidated Edison position peaked at $349K in Q3 2025.
1,415 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.