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Legacy Financial Independent Advisors’s Consolidated Edison ED Stock Holding History

Legacy Financial Independent 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 		$4.37M Buy
39,467
+234
+0.6% +$25.4K 2.05% 16
2026
Q1 		$4.44M Buy
+39,233
New +$4.25M 2.31% 12

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 Independent Advisors's ED Position: Q2 2026 in Review

Legacy Financial Independent Advisors increased its Consolidated Edison (ED) stake by 0.6% in Q2 2026, buying an estimated $25.4K and bringing the position to 39,467 shares worth $4.37M. The position accounts for 2.05% of the portfolio, ranked #16.

Legacy Financial Independent Advisors first reported a position in ED in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.44M in Q1 2026. 1,421 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Legacy Financial Independent Advisors held 39,467 shares of Consolidated Edison worth $4.37M as of Q2 2026.
  • Legacy Financial Independent Advisors bought 234 Consolidated Edison shares in Q2 2026, an estimated $25.4K.
  • Consolidated Edison made up 2.05% of Legacy Financial Independent Advisors's portfolio in Q2 2026, its #16 holding.
  • Legacy Financial Independent Advisors first reported a position in Consolidated Edison in Q1 2026 and has held it in 2 quarters since.
  • Legacy Financial Independent Advisors's Consolidated Edison position peaked at $4.44M in Q1 2026.
  • 1,421 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Legacy Financial Independent Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.