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Medallion Wealth Advisors’s Consolidated Edison ED Stock Holding History

Medallion 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 		$221 Sell
2
-7
-78% -$761 ﹤0.01% 1066
2026
Q1 		$1.02K Hold
9
– – ﹤0.01% 1062
2025
Q4 		$894 Hold
9
– – ﹤0.01% 1053
2025
Q3 		$905 Hold
9
– – ﹤0.01% 1035
2025
Q2 		$903 Sell
9
-142
-94% -$15K ﹤0.01% 1029
2025
Q1 		$16.6K Hold
151
– – 0.01% 604
2024
Q4 		$13.7K Buy
+151
New +$14.9K 0.01% 618

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

Medallion Wealth Advisors's ED Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Consolidated Edison (ED) stake by 78% in Q2 2026, selling an estimated $761 and leaving 2 shares worth $221. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

Medallion Wealth Advisors first reported a position in ED in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.6K in Q1 2025. 1,431 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Medallion Wealth Advisors held 2 shares of Consolidated Edison worth $221 as of Q2 2026.
  • Medallion Wealth Advisors sold 7 Consolidated Edison shares in Q2 2026, an estimated $761.
  • Consolidated Edison made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #1066 holding.
  • Medallion Wealth Advisors first reported a position in Consolidated Edison in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Consolidated Edison position peaked at $16.6K in Q1 2025.
  • 1,431 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.