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 Q2	–	Sell	-10,241	Closed	-$1.11M	–	184
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

M Holdings Securities's ED Position: Q2 2026 in Review

M Holdings Securities sold out of Consolidated Edison (ED) in Q2 2026, closing a stake of 10,241 shares — an estimated $1.11M sold.

M Holdings Securities first reported a position in ED in Q3 2014 and held it in 11 quarters. The position peaked at $1.75M in Q4 2022. 1,430 funds tracked by Wall St. Rank hold ED as of Q2 2026.

M Holdings Securities reported no remaining Consolidated Edison position as of Q2 2026 after selling out during the quarter.
M Holdings Securities sold 10,241 Consolidated Edison shares in Q2 2026, an estimated $1.11M.
M Holdings Securities first reported a position in Consolidated Edison in Q3 2014 and held it in 11 quarters.
M Holdings Securities's Consolidated Edison position peaked at $1.75M in Q4 2022.
1,430 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.