Mission Wealth Management’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $631K | Buy |
5,704
+2,300
| +68% | +$250K | 0.01% | 605 |
|
|
2026
Q1 | $385K | Sell |
3,404
-2,384
| -41% | -$258K | 0.01% | 553 |
|
|
2025
Q4 | $575K | Buy |
5,788
+1,677
| +41% | +$166K | 0.01% | 461 |
|
|
2025
Q3 | $413K | Sell |
4,111
-219
| -5% | -$22K | 0.01% | 531 |
|
|
2025
Q2 | $435K | Buy |
4,330
+5
| +0.1% | +$529 | 0.01% | 507 |
|
|
2025
Q1 | $478K | Sell |
4,325
-260
| -6% | -$25.5K | 0.01% | 459 |
|
|
2024
Q4 | $409K | Buy |
4,585
+390
| +9% | +$38.4K | 0.01% | 477 |
|
|
2024
Q3 | $437K | Sell |
4,195
-52
| -1% | -$5.14K | 0.01% | 457 |
|
|
2024
Q2 | $380K | Sell |
4,247
-10
| -0.2% | -$927 | 0.01% | 479 |
|
|
2024
Q1 | $387K | Sell |
4,257
-1,332
| -24% | -$119K | 0.01% | 496 |
|
|
2023
Q4 | $508K | Buy |
5,589
+1,111
| +25% | +$99.3K | 0.02% | 367 |
|
|
2023
Q3 | $383K | Sell |
4,478
-61
| -1% | -$5.56K | 0.01% | 398 |
|
|
2023
Q2 | $410K | Buy |
4,539
+676
| +17% | +$64.6K | 0.02% | 391 |
|
|
2023
Q1 | $370K | Buy |
3,863
+96
| +3% | +$8.99K | 0.02% | 404 |
|
|
2022
Q4 | $359K | Buy |
3,767
+58
| +2% | +$5.28K | 0.02% | 391 |
|
|
2022
Q3 | $318K | Buy |
3,709
+539
| +17% | +$52K | 0.02% | 381 |
|
|
2022
Q2 | $301K | Sell |
3,170
-16
| -0.5% | -$1.52K | 0.02% | 390 |
|
|
2022
Q1 | $301K | Sell |
3,186
-53
| -2% | -$4.58K | 0.01% | 422 |
|
|
2021
Q4 | $276K | Buy |
3,239
+75
| +2% | +$5.89K | 0.01% | 452 |
|
|
2021
Q3 | $230K | Buy |
3,164
+25
| +0.8% | +$1.87K | 0.01% | 463 |
|
|
2021
Q2 | $225K | Hold |
3,139
| – | – | 0.01% | 452 |
|
|
2021
Q1 | $235K | Sell |
3,139
-75
| -2% | -$5.28K | 0.01% | 406 |
|
|
2020
Q4 | $232K | Hold |
3,214
| – | – | 0.01% | 379 |
|
|
2020
Q3 | $250K | Sell |
3,214
-2,500
| -44% | -$184K | 0.02% | 306 |
|
|
2020
Q2 | $411K | Buy |
5,714
+2,500
| +78% | +$192K | 0.04% | 204 |
|
|
2020
Q1 | $251K | Sell |
3,214
-793
| -20% | -$69.5K | 0.03% | 243 |
|
|
2019
Q4 | $363K | Buy |
4,007
+991
| +33% | +$88.8K | 0.03% | 222 |
|
|
2019
Q3 | $285K | Sell |
3,016
-691
| -19% | -$61.4K | 0.03% | 242 |
|
|
2019
Q2 | $325K | Buy |
3,707
+508
| +16% | +$43.8K | 0.04% | 229 |
|
|
2019
Q1 | $271K | Buy |
3,199
+392
| +14% | +$31.3K | 0.03% | 244 |
|
|
2018
Q4 | $215K | Buy |
+2,807
| New | +$220K | 0.03% | 245 |
|
Other funds holding ED
Mission Wealth Management's ED Position: Q2 2026 in Review
Mission Wealth Management increased its Consolidated Edison (ED) stake by 68% in Q2 2026, buying an estimated $250K and bringing the position to 5,704 shares worth $631K. The position accounts for 0.01% of the portfolio, ranked #605.
Mission Wealth Management first reported a position in ED in Q4 2018 and has held it in 31 quarters since. 1,423 funds tracked by Wall St. Rank hold ED as of Q2 2026.
- Mission Wealth Management held 5,704 shares of Consolidated Edison worth $631K as of Q2 2026.
- Mission Wealth Management bought 2,300 Consolidated Edison shares in Q2 2026, an estimated $250K.
- Consolidated Edison made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #605 holding.
- Mission Wealth Management first reported a position in Consolidated Edison in Q4 2018 and has held it in 31 quarters since.
- 1,423 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.
Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.