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OneDigital Investment Advisors’s Consolidated Edison ED Stock Holding History

OneDigital 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
Q1 		$1.68M Sell
14,834
-187
-1% -$20.3K 0.02% 528
2025
Q4 		$1.49M Sell
15,021
-290
-2% -$28.8K 0.01% 546
2025
Q3 		$1.54M Sell
15,311
-480
-3% -$48.2K 0.02% 521
2025
Q2 		$1.58M Sell
15,791
-777
-5% -$82.3K 0.02% 495
2025
Q1 		$1.83M Buy
16,568
+966
+6% +$94.7K 0.02% 426
2024
Q4 		$1.39M Sell
15,602
-386
-2% -$38K 0.02% 528
2024
Q3 		$1.66M Buy
15,988
+770
+5% +$76.2K 0.02% 492
2024
Q2 		$1.36M Buy
15,218
+2,264
+17% +$210K 0.02% 525
2024
Q1 		$1.18M Buy
12,954
+6,235
+93% +$559K 0.02% 461
2023
Q4 		$611K Buy
6,719
+2,693
+67% +$241K 0.01% 644
2023
Q3 		$344K Sell
4,026
-24
-0.6% -$2.19K 0.01% 760
2023
Q2 		$366K Buy
4,050
+8
+0.2% +$765 0.01% 746
2023
Q1 		$387K Buy
4,042
+320
+9% +$30K 0.01% 700
2022
Q4 		$355K Sell
3,722
-58
-2% -$5.28K 0.01% 610
2022
Q3 		$324K Buy
3,780
+646
+21% +$62.3K 0.01% 573
2022
Q2 		$298K Buy
3,134
+264
+9% +$25.1K 0.01% 560
2022
Q1 		$272K Buy
+2,870
New +$248K 0.01% 626
2020
Q3 		– Sell
-6,126
Closed -$441K – 672
2020
Q2 		$441K Hold
6,126
– – 0.03% 340
2020
Q1 		$478K Hold
6,126
– – 0.04% 285
2019
Q4 		$554K Sell
6,126
-745
-11% -$66.7K 0.04% 283
2019
Q3 		$649K Buy
6,871
+3,356
+95% +$298K 0.06% 223
2019
Q2 		$308K Buy
3,515
+1,799
+105% +$155K 0.02% 339
2019
Q1 		$146K Buy
1,716
+316
+23% +$25.3K 0.02% 319
2018
Q4 		$107K Buy
1,400
+81
+6% +$6.33K 0.02% 325
2018
Q3 		$100K Sell
1,319
-239
-15% -$18.8K 0.02% 272
2018
Q2 		$121K Hold
1,558
– – 0.03% 306
2018
Q1 		$121K Hold
1,558
– – 0.03% 306
2017
Q4 		$132K Hold
1,558
– – 0.02% 292
2017
Q3 		$126K Buy
1,558
+546
+54% +$45.2K 0.05% 194
2017
Q2 		$82K Buy
+1,012
New +$81.8K 0.02% 359

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

OneDigital Investment Advisors's ED Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its Consolidated Edison (ED) stake by 1.2% in Q1 2026, selling an estimated $20.3K and leaving 14,834 shares worth $1.68M. The position accounts for 0.02% of the portfolio, ranked #528.

OneDigital Investment Advisors first reported a position in ED in Q2 2017 and has held it in 30 quarters since. The position peaked at $1.83M in Q1 2025. 1,414 funds tracked by Wall St. Rank hold ED as of Q1 2026.

  • OneDigital Investment Advisors held 14,834 shares of Consolidated Edison worth $1.68M as of Q1 2026.
  • OneDigital Investment Advisors sold 187 Consolidated Edison shares in Q1 2026, an estimated $20.3K.
  • Consolidated Edison made up 0.02% of OneDigital Investment Advisors's portfolio in Q1 2026, its #528 holding.
  • OneDigital Investment Advisors first reported a position in Consolidated Edison in Q2 2017 and has held it in 30 quarters since.
  • OneDigital Investment Advisors's Consolidated Edison position peaked at $1.83M in Q1 2025.
  • 1,414 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.