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Modera Wealth Management’s Consolidated Edison ED Stock Holding History

Modera Wealth 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 		$373K Sell
3,375
-96
-3% -$10.4K ﹤0.01% 507
2026
Q1 		$393K Sell
3,471
-9,121
-72% -$988K ﹤0.01% 477
2025
Q4 		$1.25M Buy
12,592
+192
+2% +$19.1K 0.01% 310
2025
Q3 		$1.25M Buy
12,400
+1
+0% +$100 0.01% 311
2025
Q2 		$1.24M Sell
12,399
-350
-3% -$37.1K 0.02% 304
2025
Q1 		$1.41M Sell
12,749
-1,124
-8% -$110K 0.02% 282
2024
Q4 		$1.24M Buy
13,873
+1,418
+11% +$140K 0.01% 297
2024
Q3 		$1.3M Hold
12,455
– – 0.02% 273
2024
Q2 		$1.11M Sell
12,455
-96
-0.8% -$8.9K 0.02% 281
2024
Q1 		$1.14M Buy
12,551
+6,900
+122% +$619K 0.02% 285
2023
Q4 		$514K Buy
5,651
+3,082
+120% +$275K 0.01% 373
2023
Q3 		$220K Sell
2,569
-1,290
-33% -$117K ﹤0.01% 502
2023
Q2 		$349K Buy
+3,859
New +$369K 0.01% 444
2022
Q2 		– Sell
-2,114
Closed -$200K – 345
2022
Q1 		$200K Sell
2,114
-1,211
-36% -$105K 0.01% 343
2021
Q4 		$284K Buy
+3,325
New +$261K 0.01% 437

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

Modera Wealth Management's ED Position: Q2 2026 in Review

Modera Wealth Management reduced its Consolidated Edison (ED) stake by 2.8% in Q2 2026, selling an estimated $10.4K and leaving 3,375 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Modera Wealth Management first reported a position in ED in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.41M in Q1 2025. 1,430 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Modera Wealth Management held 3,375 shares of Consolidated Edison worth $373K as of Q2 2026.
  • Modera Wealth Management sold 96 Consolidated Edison shares in Q2 2026, an estimated $10.4K.
  • Consolidated Edison made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #507 holding.
  • Modera Wealth Management first reported a position in Consolidated Edison in Q4 2021 and has held it in 15 quarters since.
  • Modera Wealth Management's Consolidated Edison position peaked at $1.41M in Q1 2025.
  • 1,430 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.