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Pacific Excel Wealth Advisors’s Consolidated Edison ED Stock Holding History

Pacific Excel Wealth 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 		$232K Buy
+2,096
New +$228K 0.09% 193

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

Pacific Excel Wealth Advisors's ED Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in Consolidated Edison (ED) in Q2 2026: 2,096 shares worth $232K. The stake represents 0.09% of the portfolio and ranks #193 among its holdings.

1,427 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Pacific Excel Wealth Advisors held 2,096 shares of Consolidated Edison worth $232K as of Q2 2026.
  • Consolidated Edison was a new Pacific Excel Wealth Advisors position in Q2 2026.
  • Consolidated Edison made up 0.09% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #193 holding.
  • 1,427 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.