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Lloyd Advisory Services’s Consolidated Edison ED Stock Holding History

Lloyd Advisory Services’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
-6,513
Closed -$737K – 729
2026
Q1 		$737K Buy
+6,513
New +$705K 0.21% 48
2020
Q3 		– Sell
-7
Closed -$1K – 338
2020
Q2 		$1K Hold
7
– – ﹤0.01% 282
2020
Q1 		$1K Sell
7
-96
-93% -$8.42K ﹤0.01% 238
2019
Q4 		$9K Buy
+103
New +$9.23K 0.01% 220

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

Lloyd Advisory Services's ED Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Consolidated Edison (ED) in Q2 2026, closing a stake of 6,513 shares — an estimated $737K sold.

Lloyd Advisory Services first reported a position in ED in Q4 2019 and held it in 4 quarters. The position peaked at $737K in Q1 2026. 1,427 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Consolidated Edison position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 6,513 Consolidated Edison shares in Q2 2026, an estimated $737K.
  • Lloyd Advisory Services first reported a position in Consolidated Edison in Q4 2019 and held it in 4 quarters.
  • Lloyd Advisory Services's Consolidated Edison position peaked at $737K in Q1 2026.
  • 1,427 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.