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Lugano Financial Advisors SA (LFA)’s Consolidated Edison ED Stock Holding History

Lugano Financial Advisors SA (LFA)’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
2025
Q2 		– Sell
-1,580
Closed -$175K – 248
2025
Q1 		$175K Hold
1,580
– – 0.12% 74
2024
Q4 		$141K Buy
1,580
+264
+20% +$26K 0.09% 91
2024
Q3 		$137K Hold
1,316
– – 0.09% 95
2024
Q2 		$118K Hold
1,316
– – 0.09% 95
2024
Q1 		$120K Hold
1,316
– – 0.09% 96
2023
Q4 		$120K Hold
1,316
– – 0.09% 79
2023
Q3 		$113K Buy
+1,316
New +$120K 0.1% 80

Other funds holding ED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s ED Position: Q2 2025 in Review

Lugano Financial Advisors SA (LFA) sold out of Consolidated Edison (ED) in Q2 2025, closing a stake of 1,580 shares — an estimated $175K sold.

Lugano Financial Advisors SA (LFA) first reported a position in ED in Q3 2023 and held it in 7 quarters. The position peaked at $175K in Q1 2025. 1,299 funds tracked by Wall St. Rank hold ED as of Q2 2025.

  • Lugano Financial Advisors SA (LFA) reported no remaining Consolidated Edison position as of Q2 2025 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 1,580 Consolidated Edison shares in Q2 2025, an estimated $175K.
  • Lugano Financial Advisors SA (LFA) first reported a position in Consolidated Edison in Q3 2023 and held it in 7 quarters.
  • Lugano Financial Advisors SA (LFA)'s Consolidated Edison position peaked at $175K in Q1 2025.
  • 1,299 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2025.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2025, filed 7 Aug 2025.