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Modern Wealth Management’s Consolidated Edison ED Stock Holding History

Modern 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 		$935K Buy
8,452
+749
+10% +$81.4K 0.01% 535
2026
Q1 		$878K Buy
7,703
+2,469
+47% +$267K 0.02% 446
2025
Q4 		$520K Buy
5,234
+492
+10% +$48.8K 0.01% 528
2025
Q3 		$477K Buy
4,742
+1,474
+45% +$148K 0.01% 519
2025
Q2 		$328K Buy
3,268
+282
+9% +$29.9K 0.01% 590
2025
Q1 		$330K Buy
2,986
+392
+15% +$38.4K 0.01% 499
2024
Q4 		$232K Buy
+2,594
New +$255K 0.01% 520

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

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

Modern Wealth Management increased its Consolidated Edison (ED) stake by 9.7% in Q2 2026, buying an estimated $81.4K and bringing the position to 8,452 shares worth $935K. The position accounts for 0.01% of the portfolio, ranked #535.

Modern Wealth Management first reported a position in ED in Q4 2024 and has held it in 7 quarters since. 1,424 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Modern Wealth Management held 8,452 shares of Consolidated Edison worth $935K as of Q2 2026.
  • Modern Wealth Management bought 749 Consolidated Edison shares in Q2 2026, an estimated $81.4K.
  • Consolidated Edison made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #535 holding.
  • Modern Wealth Management first reported a position in Consolidated Edison in Q4 2024 and has held it in 7 quarters since.
  • 1,424 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

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