Measured Wealth Private Client Group’s Consolidated Edison ED Stock Holding History

Measured Wealth Private Client Group’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	$63.6K	Hold	575	–	–	0.02%	292
2026 Q1	$65.1K	Hold	575	–	–	0.02%	265
2025 Q4	$57.1K	Hold	575	–	–	0.02%	296
2025 Q3	$57.8K	Buy	+575	New	+$57.7K	0.02%	285
2023 Q3	–	Sell	-3,639	Closed	-$329K	–	170
2023 Q2	$329K	Buy	+3,639	New	+$348K	0.13%	128
2019 Q4	–	Sell	-2,303	Closed	-$218K	–	115
2019 Q3	$218K	Sell	2,303 -25	-1%	-$2.22K	0.14%	111
2019 Q2	$204K	Sell	2,328 -1,837	-44%	-$158K	0.12%	182
2019 Q1	$353K	Buy	4,165 +303	+8%	+$24.2K	0.22%	104
2018 Q4	$295K	Sell	3,862 -623	-14%	-$48.7K	0.27%	59
2018 Q3	$342K	Buy	4,485 +3	+0.1%	+$236	0.21%	92
2018 Q2	$349K	Buy	+4,482	New	+$342K	0.28%	76
2017 Q3	$889K	Buy	+11,025	New	+$913K	1.22%	20

Other funds holding ED

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Measured Wealth Private Client Group's ED Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Consolidated Edison (ED) position steady in Q2 2026 at 575 shares worth $63.6K. The position accounts for 0.02% of the portfolio, ranked #292.

Measured Wealth Private Client Group first reported a position in ED in Q3 2017 and has held it in 12 quarters since. The position peaked at $889K in Q3 2017. 1,423 funds tracked by Wall St. Rank hold ED as of Q2 2026.

Measured Wealth Private Client Group held 575 shares of Consolidated Edison worth $63.6K as of Q2 2026.
Measured Wealth Private Client Group left its Consolidated Edison share count unchanged in Q2 2026.
Consolidated Edison made up 0.02% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #292 holding.
Measured Wealth Private Client Group first reported a position in Consolidated Edison in Q3 2017 and has held it in 12 quarters since.
Measured Wealth Private Client Group's Consolidated Edison position peaked at $889K in Q3 2017.
1,423 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.