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
2023 Q2	–	Sell	-18,074	Closed	-$1.73M	–	277
2023 Q1	$1.73M	Buy	+18,074	New	+$1.69M	0.18%	99

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.