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Marshall & Sterling Wealth Advisors’s Consolidated Edison ED Stock Holding History

Marshall & Sterling Wealth Advisors’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 		$13.7K Buy
124
+1
+0.8% +$109 0.01% 227
2026
Q1 		$13.9K Buy
123
+1
+0.8% +$108 0.01% 220
2025
Q4 		$12.1K Sell
122
-280
-70% -$27.8K 0.01% 223
2025
Q3 		$40.4K Hold
402
– – 0.03% 193
2025
Q2 		$40.3K Buy
402
+43
+12% +$4.55K 0.03% 189
2025
Q1 		$39.7K Buy
+359
New +$35.2K 0.03% 183

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 & Sterling Wealth Advisors's ED Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its Consolidated Edison (ED) stake by 0.81% in Q2 2026, buying an estimated $109 and bringing the position to 124 shares worth $13.7K. The position accounts for 0.01% of the portfolio, ranked #227.

Marshall & Sterling Wealth Advisors first reported a position in ED in Q1 2025 and has held it in 6 quarters since. The position peaked at $40.4K in Q3 2025. 1,431 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 124 shares of Consolidated Edison worth $13.7K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors bought 1 Consolidated Edison share in Q2 2026, an estimated $109.
  • Consolidated Edison made up 0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #227 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Consolidated Edison in Q1 2025 and has held it in 6 quarters since.
  • Marshall & Sterling Wealth Advisors's Consolidated Edison position peaked at $40.4K in Q3 2025.
  • 1,431 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.