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LRI Investments’s Consolidated Edison ED Stock Holding History

LRI Investments’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 		$112K Buy
1,010
+12
+1% +$1.3K 0.01% 429
2026
Q1 		$113K Buy
998
+176
+21% +$19.1K 0.01% 392
2025
Q4 		$81.6K Hold
822
– – 0.01% 457
2025
Q3 		$82.6K Hold
822
– – 0.01% 457
2025
Q2 		$82.5K Hold
822
– – 0.01% 464
2025
Q1 		$90.9K Hold
822
– – 0.01% 438
2024
Q4 		$73.3K Hold
822
– – 0.01% 470
2024
Q3 		$78.3K Hold
822
– – 0.01% 452
2024
Q2 		$73.5K Buy
822
+1
+0.1% +$93 0.01% 434
2024
Q1 		$74.6K Buy
+821
New +$73.6K 0.02% 236

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

LRI Investments's ED Position: Q2 2026 in Review

LRI Investments increased its Consolidated Edison (ED) stake by 1.2% in Q2 2026, buying an estimated $1.3K and bringing the position to 1,010 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #429.

LRI Investments first reported a position in ED in Q1 2024 and has held it in 10 quarters since. The position peaked at $113K in Q1 2026. 1,433 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • LRI Investments held 1,010 shares of Consolidated Edison worth $112K as of Q2 2026.
  • LRI Investments bought 12 Consolidated Edison shares in Q2 2026, an estimated $1.3K.
  • Consolidated Edison made up 0.01% of LRI Investments's portfolio in Q2 2026, its #429 holding.
  • LRI Investments first reported a position in Consolidated Edison in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Consolidated Edison position peaked at $113K in Q1 2026.
  • 1,433 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.