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Marshall Financial Group (Maryland)’s Consolidated Edison ED Stock Holding History

Marshall Financial Group (Maryland)’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 		$3.36M Buy
29,650
+575
+2% +$62.3K 0.54% 37
2025
Q4 		$2.89M Buy
29,075
+588
+2% +$58.4K 0.56% 31
2025
Q3 		$2.86M Buy
28,487
+1,306
+5% +$131K 0.56% 39
2025
Q2 		$2.71M Sell
27,181
-964
-3% -$102K 0.53% 36
2025
Q1 		$3.11M Buy
28,145
+1,150
+4% +$113K 0.68% 30
2024
Q4 		$2.41M Buy
26,995
+230
+0.9% +$22.6K 0.58% 38
2024
Q3 		$2.79M Buy
26,765
+192
+0.7% +$19K 0.67% 30
2024
Q2 		$2.38M Buy
26,573
+1,141
+4% +$106K 0.66% 36
2024
Q1 		$2.31M Buy
25,432
+1,077
+4% +$96.6K 0.66% 38
2023
Q4 		$2.22M Buy
24,355
+1,045
+4% +$93.4K 0.71% 36
2023
Q3 		$1.99M Sell
23,310
-396
-2% -$36.1K 0.72% 35
2023
Q2 		$2.14M Buy
23,706
+558
+2% +$53.4K 0.73% 36
2023
Q1 		$2.21M Sell
23,148
-386
-2% -$36.1K 0.79% 32
2022
Q4 		$2.24M Buy
23,534
+1,531
+7% +$139K 0.87% 31
2022
Q3 		$1.89M Buy
22,003
+819
+4% +$79K 0.8% 28
2022
Q2 		$2.02M Buy
21,184
+4,566
+27% +$435K 0.81% 27
2022
Q1 		$1.57M Buy
16,618
+384
+2% +$33.2K 0.64% 35
2021
Q4 		$1.39M Buy
16,234
+12,933
+392% +$1.02M 0.51% 59
2021
Q3 		$240K Buy
+3,301
New +$246K 0.12% 157

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

Marshall Financial Group (Maryland)'s ED Position: Q1 2026 in Review

Marshall Financial Group (Maryland) increased its Consolidated Edison (ED) stake by 2% in Q1 2026, buying an estimated $62.3K and bringing the position to 29,650 shares worth $3.36M. The position accounts for 0.54% of the portfolio, ranked #37.

Marshall Financial Group (Maryland) first reported a position in ED in Q3 2021 and has held it in 19 quarters since. 1,413 funds tracked by Wall St. Rank hold ED as of Q1 2026.

  • Marshall Financial Group (Maryland) held 29,650 shares of Consolidated Edison worth $3.36M as of Q1 2026.
  • Marshall Financial Group (Maryland) bought 575 Consolidated Edison shares in Q1 2026, an estimated $62.3K.
  • Consolidated Edison made up 0.54% of Marshall Financial Group (Maryland)'s portfolio in Q1 2026, its #37 holding.
  • Marshall Financial Group (Maryland) first reported a position in Consolidated Edison in Q3 2021 and has held it in 19 quarters since.
  • 1,413 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q1 2026, filed 13 Apr 2026.