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Navigoe Wealth Management’s Consolidated Edison ED Stock Holding History

Navigoe 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 		$0 Buy
+5
New +$544 ﹤0.01% 644
2025
Q4 		– Sell
-18
Closed -$1K – 258
2025
Q3 		$1K Buy
+18
New +$1.81K ﹤0.01% 230

Other funds holding ED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Navigoe Wealth Management opened a new position in Consolidated Edison (ED) in Q2 2026: 5 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #644 among its holdings. This is a return to the name: Navigoe Wealth Management previously reported a position in ED as recently as Q3 2025.

Navigoe Wealth Management first reported a position in ED in Q3 2025 and has held it in 2 quarters since. The position peaked at $1K in Q3 2025. 1,435 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Navigoe Wealth Management held 5 shares of Consolidated Edison worth $0 as of Q2 2026.
  • Consolidated Edison was a new Navigoe Wealth Management position in Q2 2026.
  • Consolidated Edison made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #644 holding.
  • Navigoe Wealth Management first reported a position in Consolidated Edison in Q3 2025 and has held it in 2 quarters since.
  • Navigoe Wealth Management's Consolidated Edison position peaked at $1K in Q3 2025.
  • 1,435 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.