Milestone Asset Management’s Consolidated Edison ED Stock Holding History

Milestone Asset Management’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	$436K	Buy	+3,939	New	+$428K	0.07%	196
2025 Q4	–	Sell	-4,178	Closed	-$420K	–	227
2025 Q3	$420K	Buy	+4,178	New	+$419K	0.08%	166
2025 Q2	–	Sell	-4,394	Closed	-$486K	–	212
2025 Q1	$486K	Buy	4,394 +1	+0%	+$98	0.1%	142
2024 Q4	$392K	Hold	4,393	–	–	0.09%	183
2024 Q3	$457K	Sell	4,393 -6,272	-59%	-$620K	0.1%	143
2024 Q2	$954K	Buy	10,665 +6,058	+131%	+$562K	0.24%	86
2024 Q1	$418K	Buy	4,607 +33	+0.7%	+$2.96K	0.12%	118
2023 Q4	$416K	Sell	4,574 -155	-3%	-$13.8K	0.14%	45
2023 Q3	$386K	Hold	4,729	–	–	0.14%	49
2023 Q2	$428K	Hold	4,729	–	–	0.19%	36
2023 Q1	$452K	Hold	4,729	–	–	0.26%	42
2022 Q4	$442K	Buy	+4,729	New	+$430K	0.26%	35

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

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Milestone Asset Management's ED Position: Q2 2026 in Review

Milestone Asset Management opened a new position in Consolidated Edison (ED) in Q2 2026: 3,939 shares worth $436K. The stake represents 0.07% of the portfolio and ranks #196 among its holdings. This is a return to the name: Milestone Asset Management previously reported a position in ED as recently as Q3 2025.

Milestone Asset Management first reported a position in ED in Q4 2022 and has held it in 12 quarters since. The position peaked at $954K in Q2 2024. 1,427 funds tracked by Wall St. Rank hold ED as of Q2 2026.

Milestone Asset Management held 3,939 shares of Consolidated Edison worth $436K as of Q2 2026.
Consolidated Edison was a new Milestone Asset Management position in Q2 2026.
Consolidated Edison made up 0.07% of Milestone Asset Management's portfolio in Q2 2026, its #196 holding.
Milestone Asset Management first reported a position in Consolidated Edison in Q4 2022 and has held it in 12 quarters since.
Milestone Asset Management's Consolidated Edison position peaked at $954K in Q2 2024.
1,427 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.