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Legacy Wealth Management (Idaho)’s Consolidated Edison ED Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-181
Closed -$20.5K – 403
2026
Q1 		$20.5K Hold
181
– – 0.01% 378
2025
Q4 		$18K Buy
181
+165
+1,031% +$16.4K 0.01% 342
2025
Q3 		$1.61K Hold
16
– – ﹤0.01% 567
2025
Q2 		$1.61K Hold
16
– – ﹤0.01% 547
2025
Q1 		$1.77K Hold
16
– – ﹤0.01% 559
2024
Q4 		$1.54K Hold
16
– – ﹤0.01% 538
2024
Q3 		$1.53K Buy
+16
New +$1.58K ﹤0.01% 506

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

Legacy Wealth Management (Idaho)'s ED Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Consolidated Edison (ED) in Q2 2026, closing a stake of 181 shares — an estimated $20.5K sold.

Legacy Wealth Management (Idaho) first reported a position in ED in Q3 2024 and held it in 7 quarters. The position peaked at $20.5K in Q1 2026. 1,435 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Consolidated Edison position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 181 Consolidated Edison shares in Q2 2026, an estimated $20.5K.
  • Legacy Wealth Management (Idaho) first reported a position in Consolidated Edison in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Consolidated Edison position peaked at $20.5K in Q1 2026.
  • 1,435 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.