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Moneta Group Investment Advisors’s Consolidated Edison ED Stock Holding History

Moneta Group Investment 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 		$255K Buy
2,308
+390
+20% +$42.4K ﹤0.01% 737
2026
Q1 		$217K Sell
1,918
-105
-5% -$11.4K ﹤0.01% 742
2025
Q4 		$201K Sell
2,023
-159
-7% -$15.8K ﹤0.01% 778
2025
Q3 		$219K Sell
2,182
-58
-3% -$5.82K ﹤0.01% 724
2025
Q2 		$225K Buy
2,240
+133
+6% +$14.1K ﹤0.01% 636
2025
Q1 		$233K Sell
2,107
-737
-26% -$72.3K ﹤0.01% 588
2024
Q4 		$254K Sell
2,844
-977
-26% -$96.2K ﹤0.01% 580
2024
Q3 		$398K Sell
3,821
-241
-6% -$23.8K 0.01% 462
2024
Q2 		$363K Sell
4,062
-40
-1% -$3.71K 0.01% 446
2024
Q1 		$372K Sell
4,102
-97
-2% -$8.7K 0.01% 433
2023
Q4 		$382K Buy
4,199
+872
+26% +$77.9K 0.01% 388
2023
Q3 		$285K Sell
3,327
-1,696
-34% -$154K 0.01% 416
2023
Q2 		$454K Buy
5,023
+824
+20% +$78.8K 0.01% 338
2023
Q1 		$402K Buy
4,199
+144
+4% +$13.5K 0.01% 356
2022
Q4 		$386K Sell
4,055
-586
-13% -$53.3K 0.01% 333
2022
Q3 		$398K Sell
4,641
-2,425
-34% -$234K 0.02% 302
2022
Q2 		$672K Buy
7,066
+1,986
+39% +$189K 0.02% 258
2022
Q1 		$481K Buy
5,080
+2,080
+69% +$180K 0.02% 297
2021
Q4 		$256K Sell
3,000
-127
-4% -$9.98K 0.01% 414
2021
Q3 		$227K Sell
3,127
-373
-11% -$27.8K 0.01% 414
2021
Q2 		$251K Sell
3,500
-243
-6% -$18.7K 0.01% 391
2021
Q1 		$280K Buy
+3,743
New +$263K 0.01% 347
2020
Q1 		– Sell
-298
Closed -$27K – 255
2019
Q4 		$27K Sell
298
-443
-60% -$39.7K ﹤0.01% 267
2019
Q3 		$70K Buy
+741
New +$65.8K 0.01% 256

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

Moneta Group Investment Advisors's ED Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Consolidated Edison (ED) stake by 20% in Q2 2026, buying an estimated $42.4K and bringing the position to 2,308 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #737.

Moneta Group Investment Advisors first reported a position in ED in Q3 2019 and has held it in 24 quarters since. The position peaked at $672K in Q2 2022. 1,431 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Moneta Group Investment Advisors held 2,308 shares of Consolidated Edison worth $255K as of Q2 2026.
  • Moneta Group Investment Advisors bought 390 Consolidated Edison shares in Q2 2026, an estimated $42.4K.
  • Consolidated Edison made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #737 holding.
  • Moneta Group Investment Advisors first reported a position in Consolidated Edison in Q3 2019 and has held it in 24 quarters since.
  • Moneta Group Investment Advisors's Consolidated Edison position peaked at $672K in Q2 2022.
  • 1,431 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.