M Holdings Securities’s Consolidated Edison ED Stock Holding History

M Holdings Securities’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	$1.11M	Sell	10,241 -2,843	-22%	-$308K	0.08%	190
2025 Q4	$1.3M	Buy	+13,084	New	+$1.3M	0.09%	166
2023 Q4	–	Sell	-14,188	Closed	-$1.21M	–	186
2023 Q3	$1.21M	Buy	+14,188	New	+$1.29M	0.16%	97
2023 Q1	–	Sell	-18,322	Closed	-$1.72M	–	503
2022 Q4	$1.75M	Sell	18,322 -77	-0.4%	-$7.01K	0.18%	105
2022 Q3	$1.58M	Buy	18,399 +325	+2%	+$31.4K	0.17%	106
2022 Q2	$1.72M	Buy	18,074 +1,187	+7%	+$113K	0.17%	104
2022 Q1	$1.6M	Buy	+16,887	New	+$1.46M	0.12%	131
2021 Q2	$1.08M	Buy	15,045 +1,104	+8%	+$84.7K	0.11%	144
2021 Q1	$1.04M	Buy	+13,941	New	+$981K	0.1%	191
2019 Q2	–	Sell	-18,994	Closed	-$1.61M	–	215
2019 Q1	$1.61M	Buy	+18,994	New	+$1.52M	0.37%	71
2014 Q4	–	Sell	-541	Closed	-$31K	–	241
2014 Q3	$31K	Buy	+541	New	+$30.7K	0.02%	453

Other funds holding ED

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

M Holdings Securities's ED Position: Q1 2026 in Review

M Holdings Securities reduced its Consolidated Edison (ED) stake by 22% in Q1 2026, selling an estimated $308K and leaving 10,241 shares worth $1.11M. The position accounts for 0.08% of the portfolio, ranked #190.

M Holdings Securities first reported a position in ED in Q3 2014 and has held it in 11 quarters since. The position peaked at $1.75M in Q4 2022. 1,413 funds tracked by Wall St. Rank hold ED as of Q1 2026.

M Holdings Securities held 10,241 shares of Consolidated Edison worth $1.11M as of Q1 2026.
M Holdings Securities sold 2,843 Consolidated Edison shares in Q1 2026, an estimated $308K.
Consolidated Edison made up 0.08% of M Holdings Securities's portfolio in Q1 2026, its #190 holding.
M Holdings Securities first reported a position in Consolidated Edison in Q3 2014 and has held it in 11 quarters since.
M Holdings Securities's Consolidated Edison position peaked at $1.75M in Q4 2022.
1,413 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.