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Mount Yale Investment Advisors’s Consolidated Edison ED Stock Holding History

Mount Yale 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
2021
Q1 		– Sell
-7,800
Closed -$564K – 422
2020
Q4 		$564K Sell
7,800
-772,200
-99% -$60M 0.08% 240
2020
Q3 		$60.7M Buy
+780,000
New +$57.6M 8.64% 2

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

Mount Yale Investment Advisors's ED Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Consolidated Edison (ED) stake by 13% in Q2 2026, selling an estimated $98.2K and leaving 5,849 shares worth $647K. The position accounts for 0.01% of the portfolio, ranked #703.

Mount Yale Investment Advisors first reported a position in ED in Q1 2018 and has held it in 25 quarters since. The position peaked at $1.44M in Q1 2022. 1,431 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Mount Yale Investment Advisors held 5,849 shares of Consolidated Edison worth $647K as of Q2 2026.
  • Mount Yale Investment Advisors sold 903 Consolidated Edison shares in Q2 2026, an estimated $98.2K.
  • Consolidated Edison made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #703 holding.
  • Mount Yale Investment Advisors first reported a position in Consolidated Edison in Q1 2018 and has held it in 25 quarters since.
  • Mount Yale Investment Advisors's Consolidated Edison position peaked at $1.44M in Q1 2022.
  • 1,431 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.