MHS
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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
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.