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Lifeworks Advisors’s Consolidated Edison ED Stock Holding History

Lifeworks 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 		$654K Buy
5,914
+1,054
+22% +$115K 0.07% 176
2026
Q1 		$550K Sell
4,860
-634
-12% -$68.7K 0.07% 186
2025
Q4 		$546K Buy
5,494
+823
+18% +$81.7K 0.07% 202
2025
Q3 		$470K Sell
4,671
-408
-8% -$40.9K 0.06% 216
2025
Q2 		$510K Sell
5,079
-136
-3% -$14.4K 0.08% 192
2025
Q1 		$577K Buy
5,215
+283
+6% +$27.8K 0.1% 170
2024
Q4 		$440K Sell
4,932
-1,159
-19% -$114K 0.08% 185
2024
Q3 		$634K Sell
6,091
-357
-6% -$35.3K 0.12% 142
2024
Q2 		$577K Buy
6,448
+550
+9% +$51K 0.16% 119
2024
Q1 		$536K Sell
5,898
-271
-4% -$24.3K 0.15% 125
2023
Q4 		$561K Sell
6,169
-287
-4% -$25.6K 0.19% 107
2023
Q3 		$552K Buy
+6,456
New +$588K 0.21% 114

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

Lifeworks Advisors's ED Position: Q2 2026 in Review

Lifeworks Advisors increased its Consolidated Edison (ED) stake by 22% in Q2 2026, buying an estimated $115K and bringing the position to 5,914 shares worth $654K. The position accounts for 0.07% of the portfolio, ranked #176.

Lifeworks Advisors first reported a position in ED in Q3 2023 and has held it in 12 quarters since. 1,430 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Lifeworks Advisors held 5,914 shares of Consolidated Edison worth $654K as of Q2 2026.
  • Lifeworks Advisors bought 1,054 Consolidated Edison shares in Q2 2026, an estimated $115K.
  • Consolidated Edison made up 0.07% of Lifeworks Advisors's portfolio in Q2 2026, its #176 holding.
  • Lifeworks Advisors first reported a position in Consolidated Edison in Q3 2023 and has held it in 12 quarters since.
  • 1,430 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.