MFGM
ED icon

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
Q2 		$3.42M Buy
30,873
+1,223
+4% +$133K 0.5% 40
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Marshall Financial Group (Maryland)'s ED Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its Consolidated Edison (ED) stake by 4.1% in Q2 2026, buying an estimated $133K and bringing the position to 30,873 shares worth $3.42M. The position accounts for 0.5% of the portfolio, ranked #40.

Marshall Financial Group (Maryland) first reported a position in ED in Q3 2021 and has held it in 20 quarters since. 1,430 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Marshall Financial Group (Maryland) held 30,873 shares of Consolidated Edison worth $3.42M as of Q2 2026.
  • Marshall Financial Group (Maryland) bought 1,223 Consolidated Edison shares in Q2 2026, an estimated $133K.
  • Consolidated Edison made up 0.5% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #40 holding.
  • Marshall Financial Group (Maryland) first reported a position in Consolidated Edison in Q3 2021 and has held it in 20 quarters since.
  • 1,430 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.