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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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Mount Yale Investment Advisors's ED Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Consolidated Edison (ED) stake by 179% in Q1 2026, buying an estimated $469K and bringing the position to 6,752 shares worth $764K. The position accounts for 0.02% of the portfolio, ranked #586.

Mount Yale Investment Advisors first reported a position in ED in Q1 2018 and has held it in 24 quarters since. The position peaked at $1.44M in Q1 2022. 1,413 funds tracked by Wall St. Rank hold ED as of Q1 2026.

  • Mount Yale Investment Advisors held 6,752 shares of Consolidated Edison worth $764K as of Q1 2026.
  • Mount Yale Investment Advisors bought 4,330 Consolidated Edison shares in Q1 2026, an estimated $469K.
  • Consolidated Edison made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #586 holding.
  • Mount Yale Investment Advisors first reported a position in Consolidated Edison in Q1 2018 and has held it in 24 quarters since.
  • Mount Yale Investment Advisors's Consolidated Edison position peaked at $1.44M in Q1 2022.
  • 1,413 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.