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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
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 $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 & Sterling Wealth Advisors's ED Position: Q1 2026 in Review

Marshall & Sterling Wealth Advisors increased its Consolidated Edison (ED) stake by 0.82% in Q1 2026, buying an estimated $108 and bringing the position to 123 shares worth $13.9K. The position accounts for 0.01% of the portfolio, ranked #220.

Marshall & Sterling Wealth Advisors first reported a position in ED in Q1 2025 and has held it in 5 quarters since. The position peaked at $40.4K in Q3 2025. 1,413 funds tracked by Wall St. Rank hold ED as of Q1 2026.

  • Marshall & Sterling Wealth Advisors held 123 shares of Consolidated Edison worth $13.9K as of Q1 2026.
  • Marshall & Sterling Wealth Advisors bought 1 Consolidated Edison share in Q1 2026, an estimated $108.
  • Consolidated Edison made up 0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q1 2026, its #220 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Consolidated Edison in Q1 2025 and has held it in 5 quarters since.
  • Marshall & Sterling Wealth Advisors's Consolidated Edison position peaked at $40.4K in Q3 2025.
  • 1,413 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.