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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Lifeworks Advisors's ED Position: Q1 2026 in Review

Lifeworks Advisors reduced its Consolidated Edison (ED) stake by 12% in Q1 2026, selling an estimated $68.7K and leaving 4,860 shares worth $550K. The position accounts for 0.07% of the portfolio, ranked #186.

Lifeworks Advisors first reported a position in ED in Q3 2023 and has held it in 11 quarters since. The position peaked at $634K in Q3 2024. 1,415 funds tracked by Wall St. Rank hold ED as of Q1 2026.

  • Lifeworks Advisors held 4,860 shares of Consolidated Edison worth $550K as of Q1 2026.
  • Lifeworks Advisors sold 634 Consolidated Edison shares in Q1 2026, an estimated $68.7K.
  • Consolidated Edison made up 0.07% of Lifeworks Advisors's portfolio in Q1 2026, its #186 holding.
  • Lifeworks Advisors first reported a position in Consolidated Edison in Q3 2023 and has held it in 11 quarters since.
  • Lifeworks Advisors's Consolidated Edison position peaked at $634K in Q3 2024.
  • 1,415 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.