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Palumbo Wealth Management’s Consolidated Edison ED Stock Holding History

Palumbo 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 		$358K Buy
3,233
+19
+0.6% +$2.06K 0.07% 175
2026
Q1 		$364K Buy
3,214
+15
+0.5% +$1.62K 0.09% 152
2025
Q4 		$318K Buy
3,199
+8
+0.3% +$794 0.08% 165
2025
Q3 		$315K Buy
3,191
+25
+0.8% +$2.51K 0.1% 127
2025
Q2 		$318K Buy
3,166
+23
+0.7% +$2.44K 0.1% 142
2025
Q1 		$348K Buy
3,143
+75
+2% +$7.36K 0.12% 122
2024
Q4 		$274K Sell
3,068
-1,974
-39% -$194K 0.1% 130
2024
Q3 		$525K Buy
5,042
+2,013
+66% +$199K 0.2% 80
2024
Q2 		$271K Sell
3,029
-48
-2% -$4.45K 0.11% 112
2024
Q1 		$279K Sell
3,077
-108
-3% -$9.68K 0.13% 108
2023
Q4 		$290K Sell
3,185
-24
-0.7% -$2.14K 0.15% 100
2023
Q3 		$274K Sell
3,209
-21
-0.7% -$1.91K 0.15% 94
2023
Q2 		$292K Sell
3,230
-8,070
-71% -$772K 0.18% 84
2023
Q1 		$1.08M Sell
11,300
-662
-6% -$62K 0.72% 31
2022
Q4 		$1.14M Buy
11,962
+380
+3% +$34.6K 0.91% 26
2022
Q3 		$993K Sell
11,582
-675
-6% -$65.1K 0.84% 26
2022
Q2 		$1.17M Buy
12,257
+283
+2% +$26.9K 0.93% 18
2022
Q1 		$1.13M Buy
11,974
+264
+2% +$22.8K 0.73% 28
2021
Q4 		$999K Buy
11,710
+247
+2% +$19.4K 0.63% 34
2021
Q3 		$832K Buy
11,463
+643
+6% +$48K 0.55% 37
2021
Q2 		$776K Buy
10,820
+2,186
+25% +$168K 0.52% 46
2021
Q1 		$646K Buy
8,634
+677
+9% +$47.6K 0.49% 55
2020
Q4 		$575K Buy
+7,957
New +$618K 0.46% 53

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

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

Palumbo Wealth Management increased its Consolidated Edison (ED) stake by 0.59% in Q2 2026, buying an estimated $2.06K and bringing the position to 3,233 shares worth $358K. The position accounts for 0.07% of the portfolio, ranked #175.

Palumbo Wealth Management first reported a position in ED in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.17M in Q2 2022. 1,423 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Palumbo Wealth Management held 3,233 shares of Consolidated Edison worth $358K as of Q2 2026.
  • Palumbo Wealth Management bought 19 Consolidated Edison shares in Q2 2026, an estimated $2.06K.
  • Consolidated Edison made up 0.07% of Palumbo Wealth Management's portfolio in Q2 2026, its #175 holding.
  • Palumbo Wealth Management first reported a position in Consolidated Edison in Q4 2020 and has held it in 23 quarters since.
  • Palumbo Wealth Management's Consolidated Edison position peaked at $1.17M in Q2 2022.
  • 1,423 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.